1610 results found
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E-invoicing - scan QR code to submit e-invoice
Can invoices issued from Xero be embedded with a QR code so that my customer can request an e-invoice by scanning the QR code on the invoice and filling in the required information?
This is important for retail businesses where we do not need to request a TIN number (and other mandatory information) for each customer.
So at the end of the month, for sales that customers do not request for e-invoice, we just need to submit a consolidated invoice.
I attached the example for your reference.
7 votes -
Customer Statement - Total payments
Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.
21 votes -
e-invoicing Germany
From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.
We need this functionality setting up as a matter of urgency.
34 votesThanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.
The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."
Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…
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Batch payments - Ability to include credit notes
Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.
802 votesHi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
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Email template - Fully customise
The email template, for example sales invoice, controls most of the email body but not all of it. If the email template starts "Hi [Client]" for example, the actual email generated automatically adds content before this, namely a logo, company name, amount and due date. I would like to be able to control this content as well, but it seems unchangeable. In contrast, the invoice template allows full control so you can apply various branding. Please can you open up all the email content to be controlled by the template.
15 votes -
Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.60 votes -
Invoice - Show credit applied on PDF of invoice
Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?
please address this Xero!
5 votes -
Repeating Invoices - Ability to bulk update repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
13 votes -
Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
57 votes -
Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
65 votes -
New Invoicing - Allow us to have Negative quantities on invoice
In the Classic Invoicing, we could set a negative item amount which was useful to make it clear to clients that we had refunded something. It also corrected the stock levels in the inventory. In new Invoicing, you can set a negative financial amount but you are not allowed negative quantities, as such it is not clear and it messes up the stock inventory levels. You can do it via credit notes but this requires more things to be issued to clients etc.
14 votes -
Invoicing - Remove credit card logos from invoice PDF
For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.
5 votes -
Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
7 votes -
New Invoicing | Send - Copy & paste multiple emails into the To field
When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
This means that I have to…17 votes -
New Invoicing - Edit item code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.9 votes -
Bills - Assign planned date when entering bill
Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.
17 votes -
Invoicing - Allow blank lines to make groups of invoice lines
It would be great to be able to group certain lines of an invoice together (for example by adding some spacing between groups), to make long invoices more readable and logically coherent.
It used to be possible to add spacing on the Classic invoicing page by pressing Enter a few times on the description field, but this no longer works on the New invoicing.
84 votesHi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
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New Invoicing - Alert if the contact has available credit
In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.
Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.
114 votesHi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
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New invoicing - Keep the send button
On the classic invoicing there is a send button at the top by email, print pdf etc that you can use to send to another xero customer. This feature is no longer on the new invoicing version. It would be good to have the send button back
10 votesHi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
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Bills - Drag and drop Files from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
5 votes
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