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9 results found
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486 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Margaret Daniher
supported this idea
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513 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Margaret Daniher
supported this idea
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15 votes
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 🙂
Margaret Daniher
supported this idea
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57 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
Margaret Daniher
supported this idea
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97 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
Margaret Daniher
supported this idea
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An error occurred while saving the comment -
4 votes
Appreciate your feedback here, TJ. Our product team are paying close attention to feedback we're receiving on this new invoice template experience.
While we don't have direct plans for changing he ABN format at present, we'll keep an eye on the support for this, and share if there are any updates.
Margaret Daniher
supported this idea
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1,114 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Margaret Daniher
supported this idea
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9 votes
Hey Brian thanks for putting this Idea forward we appreciate the context and detail around how this impacts your daily business operations.
We are moving this to Gaining Support and the team will be keeping a close eye on this idea to gauge community opinion, so feel free to share with colleagues and get them to vote and comment and any updates will be posted here.
Margaret Daniher
supported this idea
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6 votes
Thanks for highlighting this improvement. We understand the request for flexibility to move the contact address on invoices, rather than having this position fixed.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share which elements you’d want to control.
An error occurred while saving the comment Margaret Daniher
commented
In the new layout of invoices, in the new updated format, invoices that need to be printed out to post to customers, do not fit in the window of envelopes now and the email and phone number of the customer is too close to the address, which would be visible through the window if I was able to fold the invoice in a way for it to be shown in the window of the envelope.
So therefore, the new layout is not compatible with window faced envelopes. Which we use often for older customers who do not have computers or email addresses. And prefer the mail option. And they look very messy and so hard to follow from what they used to be. There was nothing wrong with the way they were set out so why change it to something that is very hard to follow and not practical to have a QR code on the actual invoice..
So, an adjustment might be needed to have the addresses separated from the customers personal details and put in another area of the invoice to be more compatible with window faced envelopes. And to make it a lot easier to follow and read without it being so bold.The statements are still able to be posted, at the moment though.
Margaret Daniher
supported this idea
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Also, the new look invoices do not fit in window faced envelopes. And for the older customers who do not have computers or email addresses and still prefer mail delivery, the new invoices are not compatible for this method of invoicing. And we have quite a few customers who do not have access to electronic invoicing. So, the only other option is for mail delivery.
And the personal details of their phone number and email address would show in that space as well if it fitted in the space.
We cannot assume everyone has access to email addresses or computers.