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  1. Sales Invoice | List view - Filter by Contact Group

    15 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Jonathan Heritage commented  · 

    I think this would be a great feature. We have Direct Debit customers - we want to create a Receipt Batch of Just DD Customers and the outstanding invoices.

    If we could filter by a "Direct Debit Customers" on the invoice awaiting payment we could create the batch in one click. Currently we have to remember who is a DD Customer (or lookup) to create our receipts.

    Jonathan Heritage supported this idea  · 

  2. Billable Expenses - Ability to add margin/mark-up

    64 votes

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    30 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here. 

    When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up. 

    We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress. 

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    Jonathan Heritage commented  · 

    Hi, Surely with the new invoicing screen and this popup, it should be possible to add a box displaying a company default markup % next to each line and make it editable to change the markup percentage or a price override? It has the amount just not editable.

    Jonathan Heritage supported this idea  ·