Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. New Invoicing - Include org name in PDF document name

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Te Aroha Hohaia supported this idea  · 
    An error occurred while saving the comment
    Te Aroha Hohaia commented  · 

    Please set the default name of an invoice issued to the following:

    - YYYY-MM-DD Issuer_ID-Receiver_ID Job_Number Invoice Invoice_Number.

    Why? Because as a treasurer of more than one organisation, I get invoices with Invoice 9999. I have to download, open, review and rename the invoice. It will also mean that the invoice forwarded to Xero will have a file attached to the Bill that is more meaningful.

    Setting the default naming of issued invoices (and even quotes, purchase orders) will mean providing another field in
    - the organisational setting to record initials for the Issuer_ID and
    - the contact details to record the initials in the Receiver_ID.

    And of course, the project manager will need to make sure they have the Job_No listed in their Items list.

    So please... let's be kind to our future selves and make the filing easier and meaningful.

  2. Invoice - Edit invoice without removing the payment

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Te Aroha Hohaia supported this idea  ·