26 results found
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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.
58 votesThere 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.
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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.
52 votesGood 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 -
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.
20 votesAs this is a main product feature request, everyone should direct their votes here: https://community.xero.com/business/discussion/95061/
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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
7 votesIf you set the InvoiceNumber when creating payable invoices via the API it will populate the Reference field in the Xero UI.
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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…
6 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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!
4 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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tracking
Add an additional tracking code. Currently there are only 2 and adding a 3rd would be a great benefit.
3 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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,…
3 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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.
3 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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
3 votesHi Terry,
The Reference field is only for ACCREC Invoices.
For ACCPAY Invoices, the value that is displayed in the UI as ‘Reference’ is returned in the InvoiceNumber field.
So we can support you better in future, please raise these kind of issues with support (api@xero.com) rather than UserVoice.
Thanks,
Adam -
Be able to have number of days billable in the invoice recievable template
I run a equipment hire company and use xero to itemise and invoice the equipment hired out. The quantity field works well but i supply equipment over a number of days at a day rate. It would really help to be able to specify how many days any quantity of equipment was hired out for. In theory its just another quantity field called DAYS. Please Please Please. :)
3 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/ :)
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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.3 votesThis sounds like a general Xero feature request and should be posted here https://community.xero.com/business/topic/23/
This forum is specifically for requests regarding the Xero API only.
Thanks!
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Fix bug to allow the tax overrides specified for inventory items to be used when creating invoices.
When you specify a tax override for individual inventory items, they are not applied when creating the invoice via the API (it still uses the accounts tax settings). They are only applied when creating the invoice manually.
3 votes -
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.
2 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Include WET calculations in XERO Invoices
Allow for WET to be calculated on invoices in the same way GST is currently calculated
1 voteThis forum is for API feature development. As this is a feature for the main Xero application that needs to be developed, we recommend you add your vote here https://community.xero.com/business/discussion/80281/
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Create invoices and credit notes via the api as Deleted or Voided
My client requires invoices and credits too be synchronised between our software and Xero.
This includes having invoices deleted and credits voided before they reach Xero.
I would like to create deleted invoices and voided credits first time rather then having to create drafts and then delete/void them in a seperate operation.
You shouldn't be able to do this via the Xero user interface but I should be able to do this via the API.
1 voteThe Xero API must follow the same application logic as the main application. It is for this reason we must decline this request, but we are committed to exposing more functionality via the API such as the ability to void invoices and credit notes via the API once they are created.
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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 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in Harvest I’m afraid we have to decline this suggestion. We will pass on your suggestion to the Team at Harvest however.
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