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  1. Have the option to remove links to invoices on Customer Statements

    107 votes

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    Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

    For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

    Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

  2. Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.

    83 votes

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  3. Ability to create and save multiple addresses for a single contact record

    Purpose: Allow customers to map customer & supplier details against a single contact record

    957 votes

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    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

  4. Ability to cc and bcc when sending emails from xero.

    This would be very useful as we have many clients that like to have various other people copied in.

    18 votes

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  5. Ability to export and import Notes that are shown in the contact details section as a column in the exported file.

    This would allow bulk update and review of notes that have been added across Contacts.

    81 votes

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  6. Have the option to add individual contact numbers as well s emails for each additional contact from separate departments

    71 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

  7. Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.

    21 votes

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  8. This is really for Xero Blue not practice manager, but you do not have a category for this,

    Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!

    320 votes

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  9. Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.

    9 votes

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  10. Update new Invoicing to allow sending invoices to contact groups as you can in the classic invoicing. It's ridiculous that something so useful has been left behind in the switch to the new style. I need to be able to amend the invoices I send out based on the individual needs of the group. It saves so much time to be able to create a default set of drafts that I can amend rather than having to go to each individual and create an individual invoice within that group. Please guys, piull this across!

    25 votes

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    Hi everyone, we updated this idea to Under Review a couple of months ago and to give a little more detail - We know being able to invoice all members of a Contact group is something that our users find valuable. While we don't have a timeframe for this change right now, we're committed to developing this in new invoicing before we retire the classic version. We'll keep you updated of progress through this idea.

  11. I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.

    3 votes

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  12. Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…

    3 votes

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    Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here. 

    In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?

  13. On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…

    12 votes

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  14. Ability to view notes added within the contact details section from the list view.

    This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.

    46 votes

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  15. Can customise email signatures. Add feedback links in emails

    8 votes

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  16. As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.

    When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.

    Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)

    OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…

    4 votes

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  17. Move the Delete button away from preview in files attached to contacts.
    So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..

    3 votes

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  18. When merging contacts, you start typing the name of a contact you'd like the currently open contact merged into, and a list of similarly named contacts appears (including the contact you're getting rid of by merging it). I'd like to be able to open each of these in another tab from this list, so I can look and see which one I actually want.

    2 votes

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    Hi Freya, maybe slightly different to the flow you're used to here. From the Contacts list you could search and then hold down Ctrl and click on the contacts you'd like to look into closer. This'll open each in a separate tab so you can inspect them before you select the contacts you'll merge? 

  19. Would appreciate if the bot can confirm a schedule conference call. Made an appointment but no confirmation. In the end kept waiting for call to start. Of course nothing happen….

    3 votes

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  20. Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
    ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.

    2 votes

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