1504 results found
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Invoicing - Draft Invoice Payment link
It would help if you could add a payment link on Draft Invoices, customers could pay before the order is manufactured or picked then you approve it and allocate the payment. We send out a lot of invoices that need to be paid before delivery, if we have to send out approved ones and they do not pay we have to remember to go in and delete the invoice. If they were in drafts you could look at draft invoices and know exactly who has not paid.
4 votes -
Billable expense - Resize description column in allocation screen
We use the Billable Expense function on Xero. However, we find it impractical when it comes to allocating the billable expenses. This is because we are unable to see the full description of the expense in the allocation pop-up screen and this results in incorrect allocations.
If the description column can be dragged to resize it, or include a scroll function, then incorrect allocations can be avoided.
8 votes -
Bills - Automatically send a remittance after payment
Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process
53 votes -
Mobile App - Select multiple images at once when adding to an invoice
can you make the selection of multiple files possible when adding images to invoices please. i have to navigate to my phones picture folder when i am invoicing out my expenses for the month. i have to attach copies of my receipts to the invoice and its painful only being able to add them one at a time.
3 votes -
New invoicing - Option to turn off 'mark as sent' pop-up
Stop "Mark as sent" pop-up for every invoice. When making multiple new invoices, this pop-up occurs for each invoice made, no matter if reminders are turned off. This is new, started April 2024, and XERO support states there is no way to turn this off.
10 votes -
Sales Invoice - Include files attached to an invoice when sending
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
289 votes -
New invoicing - Permanent Price Update on Invoice
I'd like to suggest a feature enhancement for the invoicing system. When adding new line items from our saved parts catalog, it would be incredibly useful if we could update the price of a product directly on the invoice, and have that new price saved permanently to the in our inventory product code. This way, we can ensure that our part prices are always up-to-date without the need to manually update them in multiple places. This would be really helpful for business that have a lot of different part numbers or product codes from multiple suppliers.
3 votesThanks for sharing, Steven. Not something we have plans for just atm.
Out of interest would you expect existing invoices where you have used this item to be updated with the price as well or only subsequent invoices?
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New invoicing - Show amounts with commas
Classic view invoicng compared to the new view invoicing. The new version shows figures entered as 123456789.00 but Classic View correctly shows 123,456,789.00. All figures should be shown in 123,456,789.00 format. It's accounting after all! This is not a suggestion, this should be a bug fix, especially before new invoicing is enforced.
5 votes -
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
4 votes -
New Invoicing - Ability to return file to library
Great that New Invoicing can now add attachments from the Inbox - Yay
BUT, the key functionality of being able to return the file to the inbox when it is removed from the invoice is still missing. Removing an attachment from an invoice DELETES it, Gone. Cannot be recovered.
Tip: ALWAYS Download your attachments before removing them from invoices, regardless of Needing them.11 votesHi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
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Quotes - Feature for customer to select which items to accept
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.
12 votes -
Invoicing - Stop capitalizing the address line for City
On the PDF invoices, Xero automatically CAPITALIZES the entire town/city name, even in my custom invoicing template. It looks unprofessional and I want it to go away. I've avoided this by typing all new addresses on the first line, but I have imported hundreds of contacts into Xero and I don't want to go in and change every single one of them.
5 votes -
Stripe - Pass full fee amount to customer
For volume based businesses, we lose money (30c per transaction) on the stripe fee we pay vs what we can pass onto the customer (because there's no option currently to just pass on the full fee, just a %). That % can't legally be higher than what we are charged, and we can't add the 30c fee to the % anywhere in settings. When we're processing 1,000 transactions per month, we lose $300 to fees. For a small business, this isn't justifiable. Most small businesses that have high volumes are low cost, so they rely on volume of sales to…
11 votes -
Xero Expenses - Adjust width of Categories field
Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
Or there should be the ability to nest categories.
As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....3 votes -
Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts
Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.
I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.
I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.
Why does Xero do unhelpful things like this?
12 votes -
Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"2 votes -
Bills - Tax Amount value button for quick +/- adjustments
When entering a new bill, sometimes the VAT value is out by a few pence.
A spinner button added to the 'Tax Amount' column to quickly increase or decrease the value rather than having to delete and retype would be convenient.
See attached image of example.
3 votes -
New Invoicing - 'Upload Files' and 'Add from file library' options switched
New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?
5 votes -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
12 votes -
Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
5 votes
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