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26 results found

  1. Allow split of single payment to multiple Invoices via API

    For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.

    25 votes

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    4 comments  ·  Invoices  ·  Admin →
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    There seem to be a few different requirements here, I want to see what we can do to help:
    - We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/

    - Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api

    There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/

    I will close out this request and we can continue the conversation in the links above.

  2. Automatic Reminder Notice - Overdue Invoice

    Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.

    We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments

    My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.

    22 votes

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    0 comments  ·  Invoices  ·  Admin →
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Good news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.

    I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/

    If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.

    Regards,
    Adam

  3. Add a cc and bcc option for when sending out invoices

    Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.

    10 votes

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    1 comment  ·  Invoices  ·  Admin →

  4. Populate reference field on payable invoices

    Would like the ability to set the reference field on payable invoices. This is available on sales invoices but not on payables

    3 votes

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    0 comments  ·  Invoices  ·  Admin →

  5. Customer: "I never received your invoice!". Option to request "Read Email" receipts when emailing invoices

    Some of my customers who forget to pay their overdue invoices use the excuse "Oh, I don't seem to have received your invoice".

    It would be great if we could have a tickbox option to "Request a Read Receipt" (much in the way you can when sending an email via MS Outlook) so that when the customer reads the email they are then prompted to send a receipt confirming that they've read it.

    They won't be able to use the above excuse anymore if they send a read receipt!

    2 votes

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    1 comment  ·  Invoices  ·  Admin →

  6. Importing Field Addition (POAttentionTo & ContactEmail) to the Default CSV

    Good Day All,

       Upon importing the default field "Email Address" or [EmailAddress] this field can only accept one and only one email address.  
   After the invoice has gone thru approval you have a To field when you select the 'Email' Buttion.  The sub field to this one is [ContactEmail] but when i added that to my CSV to be imported it was Ignored.

    Please Add [ContactEmail] to the import so after it is approved the billing manager doesn't need to add a "; [extra email address]" to every statement that it is needed for notification.

    Secondly, Xero has a field…

    2 votes

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    0 comments  ·  Invoices  ·  Admin →

  7. REFERENCE Field is now missing for API for ACCPAY invoices

    REFERENCE Field is now missing from API calls for ACCPAY (Accounts Payable) as per attached examples, change seems to have happened on the 4th June 2020

    1 vote

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    3 comments  ·  Invoices  ·  Admin →

  8. Add Purchase Order (PO) number to invoices

    It would be useful to add PO number to invoices as a separate field.

    At the moment we have to add it to the reference.

    Large enterprise clients expect to see their PO number in the top right area of the invoice but it sometimes isn't clearly visible when we put it into the reference and then their procurement department rejects the invoice.

    1 vote

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    2 comments  ·  Invoices  ·  Admin →

  9. a seperate tick for emailed items (instead of going into seperate invoices to view history!)

    The green sent tick is great when looking up invoices,
    But it would be REALLY helpful to have say a blue or red tick for invoices sent via email!
    I write quite a few invoices everyday - and sometimes email systems don't work, I have found the email mailer demon to be unreliable in the registering of emails not received by clients.
    Without it registering on the history inside the actual invoices, I am none the wiser.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  10. Report/Customer Have a column inbetween Number & Due Date the Ref Column

    When looking at invoices that have been generated by Xero - it would be good to be able to identify the customer further ie. I have one large Customer and all the sub customers could be easily identified if the name could be put in the reference at the top of the invoice and then when viewing the main customer you can see the sub-customer.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  11. Allow multiple invoices to be paid from the Sales area of Xero

    Allow multiple invoices to be paid from the Sales area of Xero at the time of receiving the payment, rather than awaiting the bank feed. I.e. customer pays over the counter, or over the phone by credit card, and the Xero user wishes to update immediately on the system, rather than waiting for the bank feed the following day. This also leads to the suggestion of allowing a Bank Deposit form to be printed, from cash and cheques received during the day.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  12. Set Sales Account on invoice lines from HARVEST based on XERO item setup

    Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!

    This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!

    This is critical given the number of invoices per month I do

    Examples of the type of revenue lines:
    Expenses - i.e. back to back…

    1 vote

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    1 comment  ·  Invoices  ·  Admin →

  13. It would be good if unentered information on draft invoices could be high lighted or box colour changed by user.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  14. allow bulk editing of recurring Invoices

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,…

    1 vote

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    1 comment  ·  Invoices  ·  Admin →

  15. Add pay now button for statements sent via email

    If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.

    It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  16. New Feature - Internal Payment Gateway

    It would be great if there was an internal payment gateway system built into Xero which would allow us to store customer credit card information against their card file data masked so that it couldn't be re-read after being entered, and then trigger a payment against that card either from an invoice against that card or through the API. We do not want to have to store credit card details on our system nor are we keen to use an external credit card gateway which would still need us to store those details in the database somewhere. Storing the details…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  17. Include WET calculations in XERO Invoices

    Allow for WET to be calculated on invoices in the same way GST is currently calculated

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  18. Provide a space for job address on a invoice for the building and construction industry

    I really need a space to enter in a job address for invoices as each invoice is allocated to a specific job.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  19. be able to attach supplemental documentation to outgoing invoices - not just PDFs, but excel files and jpgs

    I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  20. allow more flexibility for positioning of logos on invoicing template as currently you cannot centralise.

    Traditional UK Invoices for small businesses would not look like the ones you can currently produce from your template. There is very little flexibility as to where the logo can be positioned and it does not allow other elements to balance. I do not have the expertise or ability to get someone elese to create a new docx template.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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