Settings and activity
5 results found
-
105 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Sarah Plampton
supported this idea
·
-
22 votes
An error occurred while saving the comment -
33 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
An error occurred while saving the comment Sarah Plampton
commented
please add this option - its very time consuming to delete payment, credit and re apply payment
Sarah Plampton
supported this idea
·
-
97 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Sarah Plampton
supported this idea
·
-
228 votes
An error occurred while saving the comment Sarah Plampton
commented
PLEASE add this feature - we need to collect direct debits and have to give 10 working days notice - so we have to set the recurring date to the 15th of the month before and manually change the date to the 1st on around 55 invoices.
Sarah Plampton
supported this idea
·
I would like to know if it is possible to download a report of customers who currently have an outstanding balance that also includes the Financial Details fields entered on each customer record, with the individual outstanding invoices listed separately.
My goal is to import this information into my direct debit system (AutoPay), so I need a report that combines:
Customer name
Individual invoice numbers and amounts outstanding (listed separately rather than as a total balance)
Financial details (e.g., bank/direct debit information stored in the customer record)
Could you please advise:
Whether an existing report in Xero can provide this information
If not, whether there is a recommended workaround (such as a custom report, export, or integration)
Any guidance on best practice for exporting customer balances and invoices for use with a direct debit system like AutoPay