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239 votes
Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.
While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.
For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.
If there's any progress, we'll be sure to let you all know here.
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Eva Soerens
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11 votesEva Soerens
supported this idea
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48 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Eva Soerens
supported this idea
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16 votesEva Soerens
supported this idea
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454 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Eva Soerens
supported this idea
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760 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Eva Soerens
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Agreed. I've been with Xero for 5 years or so, recommending it over other options since the very beginning. Even getting my clients to switch to Xero from QBO, but...
PLEASE do this!!
With QBO being more expensive, yet less user friendly, Xero could reach many more clients by adding this feature. Bring the underdog energy and beat the big corporate bully!
With other programs, I ran reports based on line items and their dates. Having the date is critical to match with clients' customer POs. Listing it in the description does not provide the same reports my clients want.
Xero, you're making us look bad! (And yourselves...) This is about money. Tracking money, reconciling time and money, etc. Having service dates in a separate space is more efficient. Isn't that the entire goal?