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  1. Sales invoice - Add Notes that are visible to the customer

    66 votes

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

    Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.

    Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.

    For the time being, a couple of options that may be useful;

    • Using only the description field of a line item to add additional details
    • For more static messaging you could add the details to the payment advice of a standard template, or
    • Add static text with an advanced template editing the template with DOCX

    We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.

    Paul Taylor supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    224 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Paul Taylor supported this idea  · 

  3. DOCX - Show CIS after subtotal

    19 votes

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    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Taylor commented  · 

    Maybe this item isn't get enough votes because poeple are leaving Xero and moving onto QuickBooks who already have this feature!!!!!

    Common Xero! Start competing with the market and give your current customers what they need and request!! No more excuses!

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    Paul Taylor commented  · 

    What is the status of implementing CIS payments into templates?

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    Paul Taylor commented  · 

    What is the status of implementing CIS payments into templates?

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    Paul Taylor commented  · 

    Please guys keep voting for this feature.

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    Paul Taylor commented  · 

    I know the CIS deduction requests have been going for a while, I found an article from 2020, https://central.xero.com/s/question/0D51N000051t5kcSAA/what-is-the-field-code-name-for-the-less-cis-deduction, Is this being worked on yet? It's only been 5 years but I'm hoping you're close to a solution!!

    Paul Taylor supported this idea  ·