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← Share and support customer ideas for Xero

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8 results found

  1. Email to Credit Note

    310 votes

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    69 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    Clos Henri Limited Clos Henri Limited supported this idea  · 

  2. Invoicing - Send credit notes via Xero to Xero network

    8 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Clos Henri Limited Clos Henri Limited supported this idea  · 

  3. Credit notes - Negative symbol to differentiate from invoice

    5 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.

    Make sure to share this with any colleagues that'd also find this useful.

    We'll let you know if there are any updates planned here.

    Clos Henri Limited Clos Henri Limited supported this idea  · 

  4. Credit Note - Flag up credit notes when entered twice

    22 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Clos Henri Limited Clos Henri Limited supported this idea  · 

  5. Credit Note - Add a Credit Note from the "+" menu banner shortcut

    51 votes

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    submitted  ·  18 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Clos Henri Limited Clos Henri Limited supported this idea  · 

  6. Invoicing - Add Expected Invoice Payment Date within Invoice

    94 votes

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    submitted  ·  27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Clos Henri Limited Clos Henri Limited supported this idea  · 

  7. Invoice Reminder - Templates to apply to specific customers

    32 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Clos Henri Limited Clos Henri Limited supported this idea  · 

  8. Contact - Ability to set e-invoice as a default

    70 votes

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    submitted  ·  31 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Clos Henri Limited Clos Henri Limited commented  · 

    Please could you add the ability to select on the customer contact card if invoices are sent by e-invoice or not. Some customers prefer e-invoices, and some are not set up for e-invoices.

    Clos Henri Limited Clos Henri Limited supported this idea  ·