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  1. Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
    Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.

    Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.

    I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and…

    2 votes

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  2. Enable the option for invoices to by default display both billing and delivery addresses.

    22 votes

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    Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.

    With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.

    You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.

    You'll then want to select this custom branding theme for your invoices.

  3. I like to be able to send an invoice to both email and SMS at the same time from both laptop and phone

    2 votes

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    Thanks for sharing how we can improve sending via SMS for your business use. This is something our team ave started exploring, so we'll keep you updated of any news of being able to send both SMS and email at once, here.

  4. Is there a way to edit the email template when invoicing to add a standard email address in the BCC field? by doing this Trustpilot gets the email details to send out reviews?? i cant find an option for this feature

    obviously you would put your unique Trustpilot email address into the the BCC template field

    2 votes

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    Hi Andrew, there's no way to set a default BCC email when sending from Xero atm. It may be something we look at in the future. For now, we'll begin to get a sense of the interest for this here. Thanks

  5. I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.

    I'd like to be able to attach things to the invoice email when…

    2 votes

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    Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.

  6. You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

    1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

    2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.…

    1 vote

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    Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

    In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

    Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

    I'll update the title of your idea…

  7. Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.

    1 vote

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  8. Ability to change the default work week for entering and viewing time entries in Projects.

    Purpose: Allows us to easily view employees time in the work week that we use for an outside Payroll.

    2 votes

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  9. For tracked inventory items, there's no way to change the inventory asset account which can be inconvenient. As the inventory grows, they are put under new different classifications so I want to add a new inventory asset account for each. However, I cannot change it in the item's inventory asset account when it is already tracked. It would be very helpful if this will be allowed. Or at least a way to delete a tracked item if there's no transactions/bills, but only adjustments.

    2 votes

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  10. When entering a cost create a dropdown selection menu of standard costs that are setup in settings. Current system requires a prompt to type in the correct cost to appear and fill out preset cost and charge figures.

    Also include a drop down to select staff member entering the cost. This would be a time saver for mileage and expense claims so you could filter a disbursement report quickly and submit to save double working.

    1 vote

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  11. Sales Overview Improvement Request: Add "Send Date"

    To enhance our efficiency and reduce time spent looking up invoice details, it would be beneficial to add the "Send Date" to the Sales Overview page.

    Reason for the Request:

    Clients sometimes claim they have not received an invoice and ask when it was sent. Currently, to answer this, we must navigate into each individual invoice and check the history, which is time-consuming.
    Our team members occasionally inquire about the send date of invoices as well, and without this information readily visible, they too have to go into the invoice history.
    Proposed Solution:

    3 votes

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    Thanks for sharing the details that’d help you when chasing payments and invoicing in Xero. We don’t have direct plans for developing this atm, however as we continue to plan further developments within invoicing, our product teams would like to get your input, so they can get a deepened sense of our invoicing users for future improvements. If you'd be interested in sharing further feedback we have a survey here, and we'd love to get your insights.

  12. It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.

    13 votes

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  13. The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.

    29 votes

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  14. Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/

    1 vote

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  15. Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.

    2 votes

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  16. Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
    Each line in the PO use a different Account Code from our Chart of Accounts.

    In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
    I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
    This means we have…

    1 vote

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  17. IT would be really good to have the capability to add 'optional' items to a single quotation -

    • example #1: supplying in quantities of 10, 25 and 50,
    • example #2: there are five items in the 'basic quote' but the customer may choose to add items 6,7 and/or 8 but these aren't a fundamental requirement to include.

    If there is a quotation tool, then being able to offer customer flexibility is important as issuing multiple quotes can appear unprofessional

    5 votes

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  18. Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.

    2 votes

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    Hi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.

    If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.

  19. All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox

    11 votes

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  20. Ability or setting to default include files attached to an invoice when sending from Xero

    Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice

    302 votes

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