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Making discounts easy

Posted 6 years ago in Xero news by Andrew Tokeley
Posted by Andrew Tokeley

Today’s release is going to make a lot of you very happy. The biggest feature has to be discounts. This has been on our list (and a lot of yours too) for a while so it’s great to be able to deliver another popular feature request.

You can now set default discount rates for each of your customers, include discounts on each line of your invoices and take full control of how discounts are displayed on invoices. (If you don’t do discounts, life is still good and things will continue to work as usual.)

To take a look for yourself, watch this short video.

You might have noticed from the video something else different for invoices… did you spot it? That’s right – you can now reorder invoice lines! A massive time saver and one of the most common requests from the impressively long list of comments in last month’s Sniper team post.

There’s plenty more to enjoy in today’s release. Look out for our Report Packs update (also posted today) and later in the week the journey towards de-Flash-ifying Xero (go on, browse to Xero on your iPad/iPhone and see if anything looks different).

For all the details see our release notes over in Help Centre.

We’ve also fine-tuned the Xero API for faster response times by releasing some performance improvements. API support for discounts is being released in two parts – starting from today’s update.


February 20, 2012 at 10.09 am

Fantastic News!

February 20, 2012 at 10.13 am

Spotted a problem with the discounts. If you enter a 100% discount for an item, on the inventory report it shows up as a huge negative number and not zero.

Berend de Boer
February 20, 2012 at 10.50 am


February 20, 2012 at 12.44 pm

Would still like to see a prompt payment discount the same as what the power companys offer. eg: If payed by x amount payable is $x or after X date amount payable is $x+

Blair Hughson
February 20, 2012 at 1.03 pm

HTML 5 graphs are a winner. I’d say take it a step further and make them the default for any browser that supports them, they’re much nicer and load faster than the Flash ones.

Maroussia Boyack
February 20, 2012 at 1.46 pm

I want to be ablet to offer a discount if a client pays by a certain date. Will that become available?

February 20, 2012 at 7.35 pm

What about settlement discounts?

Kamini Soma
February 20, 2012 at 8.47 pm

I like Blair Hughson’s comment.
(If only there was a “like button” on peoples messages.)

Neil Meyrick
February 20, 2012 at 11.31 pm

Loving the latest update, especially HTML5 graphs – its great to see you guys recognising that many users run xero on their ipad as it fits perfectly with the anywhere accessibility of xero. However, whilst the graphs are a great feature theyre also something of a nice to have.

A bigger concern I find is not being able to attach pdfs to purchase invoices on the ipad and I’d love to know if you have a plan to enable this feature also, and if you have any idea when it will be? I can currently do everything I need to in xero on my ipad with the exception of attaching invoice pdfs, which I then need to log into my pc for massively reducing the portability of the system.

Keep up the great work!

Gary Robinson
February 21, 2012 at 2.20 am

No remittance advices! Strange as 2 of the UK Xero employees told me recently in separate conversations that they will be due in this release.

If functionality addition is based on feedback, are you seriously saying that more people have asked for HTML 5 graphs for their iPad than UK users have asked for remittance advices? (Remittances seem to be a UK only thing!) Look back it’s not difficult to find posts from 2 years ago asking for this functionality. If that’s not enough by 9.30 UK time today i.e. less than 1 hour after normal working time started there were already 4 posts on the new community pages about the lack of remittances. As for ‘open item’ statements well…………

This lack of basic functionality is just giving hard fought clients on a plate to the Freeagents/Clearbooks/Sage one/Liquid accounts/Liberty accounts of this world.

My sense is that you are always trying to WOW us, trying to give us the best remittance advice ever, well for me just give me a basic one and when you have some developers sitting around eating too many crisps give them the WOW projects.

Andrew Tokeley
February 21, 2012 at 8.31 am

@Gary – you’re right, remittance advices are in many ways, more important than HTML5 graphs. Deciding what gets delivered and when is often a balance between priority and opportunity – sometimes we get the opportunity to deliver something that may be lower down the list but is nonetheless still important for lots of people. In this case, the opportunity arose when Craig (our CTO) decided to work on the HTML5 graphs over his Xmas break – bless him.

@Sean, @Marouissia, @Malcolm – agree that invoice level and prompt payment discounts are the next logical step, and we’ve got that on our list. As @Gary points out, we’re conscious of not letting our desire to WOW you (which is strong!), get in the way of releasing discounts functionality step by step.

Andrew Tokeley
March 2, 2012 at 11.12 am

@Jono – no, we decided against introducing this angle for now. The alternative could be to simply include the penalty as a separate line item – this also allows you to code the penalty to a different account rather than inflating the item’s sales account.

April 3, 2012 at 5.46 am

Please add discount function to the iPad app

May 19, 2012 at 9.38 am

This is a ‘too bad it doesn’t…’ comment 🙂

A 100% discount on a non-inventory item doesn’t keep the account code on the line item in an invoice. Ideally we’d like to be able to see those on a filtered account transaction report.

In our case, we have an account code for commission revenue and we track it by broker/advisor. If the advisor decides to waive his commission for a month to get the sale, we’d like to be able to show that on a filtered account transactions report. That way he can see a 0 on an invoice in the transaction report rather than it not appearing at all. As it is we have to run the report in Xero, export it and manually add that transaction.

I’d expect that other people might also like to be able to see gross revenue less discounts on a particular revenue code to see the potential revenue vs the actual to fully understand the impact of their discounting activities when they are applied to services vs inventory pricing.

Cathy Owenq
February 26, 2013 at 4.47 pm

Like being able to set up a customer with discount, but are you likely to include in the future the ability to flag inventory items as non-discountable? These are low-margin items and labour.
Current system has a tick field in the inventory item setup that allows this.
(Yes, could just get rid of it per line in invoice but too easy to miss it)

July 22, 2014 at 12.02 am

I’m not sure if there is a way to do this but I want to add an item where the first hour is free instead of discounting a percentage. For example within my business we have a certain amount of hand painting that needs to be done. We charge a rate per hour on our hand painting after the first hour which is cconsidered just part of the job. While any amount after the first hour is considered extra labour.

November 28, 2015 at 12.16 pm

How do I specify the end discount price, rather than the % discount rate?
my items end up with a price of $629.97 (when the agreed price is $630) because the discount only allows to be entered as a percentage of the retail price, and it only allows to 2 decimal places. This leaves my invoice amounts a cent or two off the round number and generally looking messy and confusing.

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