Settings and activity
5 results found
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31 votes
Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.
The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.
You can find more detail on how pro‑forma invoices work in our guide:
What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
Charlotte Sykes
supported this idea
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33 votes
Thanks for sharing your idea Chris and everyone who is voted/commented.
We've reviewed the idea and now it's up to the community to get behind and support it. Make sure you share the idea with any colleagues that this could benefit so they can add their vote too! Cheers
Charlotte Sykes
supported this idea
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52 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
Charlotte Sykes
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Charlotte Sykes
shared this idea
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121 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Charlotte Sykes
supported this idea
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