9 results found
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delayed sending of invoices
Provide a feature to allow delayed emails sending of invoices. such that they can be prepared at any stage and set to send at a later date/time without the need to login and send on that day.
3 votesHi Thomas, did you know it's already possible to do this in Xero?
To send an invoice on a later date, you can set up a repeating invoice in Xero. If it only needs to be sent once, follow these steps:
> Create a new repeating invoice.
> Set the invoice date to the date you want it sent (for example, 20 October 2025) and choose a due date (for example, +7 days (27 October 2025)).
> Under End date, select the day right after the invoice date, in this case, 21 October 2025.
> Enter your invoice details as usual.
> Select Approve for sending.
On 20 October 2025, Xero will automatically create the invoice and email it to your customer.
To ask questions about using Xero in community you can post or join Discussions on Xero Central.
If you need an extra hand you can raise a…
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Xero Accounting app - Display Year-to-Date (YTD) Profit & Loss on the App Dashboard
on the APP dashboard shows ploss for month. $
need to add ploss ytd $1 voteHi Ronal! Did you know it's already possible to do this in the Xero Accounting App?
To change the display to Year-to-Date, you can click on the "Profit and loss" widget on the Xero Accounting App. This will open more information, and at the top of the figures, you'll see an option to select a period of your choice, which includes Month to Date, Quarter to Date, or Year to Date.
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Bulk edit invoice add Online Payment
We have invoices sync over from our PSA/CRM system. As we provide managed services, once a month we submit invoices that need to be collected on direct debit. Currently we have to go in to each invoice, got to edit, select add Online Payment, select direct debit, then save and update invoice. Not only is this a waste of time, but also a risk we will miss some.
We are not able to set particular customer to Direct Debit payments as any project work or new devices are invoiced non-direct debit.
Please would you add the ability to bulk update…
1 voteHi Andrew, have you considered setting up an invoice template with the payment service you'd like to offer for these type of invoices? While you can do this on an invoice by invoice basis, it's also possible to set up an invoice template with this applied.
If you only want this for certain contacts you could also update their contact record so that branding is automatically selected when you create invoices for the contact. See our Xero Central article here 🙂
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More invoice options
Choice to not show the vat added as a figure. But treat the invoice as including VAT.
I work with local councils who don't want to see the vat figure, just the total per day for my day centre. But I want to say includes VAT, and deal with it with Xero properly.1 voteHi! Did you know it's already possible to do this in Xero?
To customise how an invoice appears, you can set up a custom docx. invoice template in Xero which can hide the total VAT figure from your invoices. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…
18 votesHi team, coming back around the idea here I wanted to share that with the new invoicing send window, you'll be able to see the reply to when sending an invoice from the right side preview.
Appreciate there may be some in the discussion here that would also like the ability to change this when sending which isn't currently in our plans however please do vote on this idea if that's something you'd like to see. 🙂
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Purchase Order - When copying text into a field, pressing 'tab' shouldn't delete it
Please allow us to press tab after pasting text into the box, for quick copy/paste. Currently, if you add text and then press tab, it removes the text completely. You can only add the text and then click out of the box for it to stay.
3 votesHi Kelly, coming back to your idea here I wanted to check if this is still the same behaviour that you're finding.
I haven't been able to recreate, and find when copying text to the description field of a purchase order and pressing 'tab' contents remain as the cursor moves across to the next field.
If you''re continuing to get this behaviour would you be able to raise a case with our specialists at Xero Support for a closer look to see if there's anything they can suggest to help. Thanks
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New invoicing - Allow invoices to be emailed when using einvoicing
Allow invoices to still be emailed when using e-invoicing
2 votesHi team, rounding back to this idea I wanted to confirm that it's possible to choose whether the invoice is sent as an einvoice or emailed. There is a toggle within the invoice where you can choose to send as an einvoice.
Once an einvoice has been sent you'll also find you have the option to send as an email if you choose as well.
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Invoicing - Remittance advice to customer
Allow remittance advice to be sent by email to a customer when they have paid an invoice
6 votesHi team, appreciate it's been a while since this idea was started. To confirm atm, when a customer has paid an invoice there is the option within Xero to send them a Receipt you'll just need to have the Standard or Adviser role in the org.
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Reporting - Sales by item customer
In Sales by item report we need a column of Customer as well, since it's not available so we are not able to get the details which customer ordered which product.
23 votesHi all, rounding back to this idea as mentioned in my last updated - You can use the Inventory Item Detail report, adding a Contact column and Group by Item name to achieve what's being asked here.
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