Settings and activity
9 results found
-
74 votes
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.
An error occurred while saving the comment 
Feviline Stewart
supported this idea
·
-
229 votesFeviline Stewart
supported this idea
·
-
456 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Feviline Stewart
supported this idea
·
-
565 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
An error occurred while saving the comment Feviline Stewart
commented
I strongly prefer the current version of the homepage and would appreciate the option to remain on it.
The existing layout works well for our workflow — it’s clear, efficient, and allows us to access key information quickly. Changes to navigation and layout can have a significant impact on day-to-day efficiency, so having the flexibility to stay with the current version would be highly valuable for our team.
Feviline Stewart
supported this idea
·
-
65 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Feviline Stewart
supported this idea
·
-
14 votesFeviline Stewart
supported this idea
·
-
194 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Feviline Stewart
commented
Invoice - Ability to add a second reference field.
Add a second Reference field for customer's purchase order numberPurpose: When sending invoices to customer most of them use accounting systems that automatically searches for their purchase number. It would be easier to have a dedicated field for the customer's purchaser order number (your reference) separate from our own reference number (Sales Order Number)
Feviline Stewart
supported this idea
·
-
23 votesFeviline Stewart
supported this idea
·
-
51 votesFeviline Stewart
supported this idea
·
Please consider adding a field in the invices that we can note special instructions (like cutomised payment link, payment required prior to dispatch) to customers in each invoices. At the moment we a line item to add these notes.