Settings and activity
4 results found
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117 votes
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Lindy Hegarty
supported this idea
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115 votes
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
- Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
- Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
- Use a separate line of the bill to enter a whole amount discount with a negative Price amount
- If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
Lindy Hegarty
supported this idea
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70 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…
Lindy Hegarty
supported this idea
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1 vote
Thanks for outlining this workflow. Converting an accepted Quote directly into a Purchase Order could make it easier to move from customer approval to ordering from suppliers or contractors without re-entering the details.
I’ve moved the idea to Gaining Support so we can continue tracking community interest. Keep voting and sharing your feedback if this is a workflow you’d like to see improved.
An error occurred while saving the comment Lindy Hegarty
shared this idea
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Let's hope this idea moves forward as it would certainly make my job a bit easier :)