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1789 results found
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Invoicing - Enable "make one for all" invoicing options for all customers in a group
Enable "Make one for all" invoices for all contacts in a specific group/s
1 voteHi! Did you know it's already possible to do this in Xero?
To create an invoice for a customer group, you can click the drop down arrow next to the Invoice option from the Invoice list view you'll see your Contact groups where you can select which group to create invoices for.
You can find more information on this in our Xero Central help article - Invoice a group of customers. 🙂
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Save and continue on draft invoice
New Invoicing - bring back the 'save and continue adding' button in drafts, a feature classic invoicing offered. When completing invoices with multiple lines it is imperative that it you can save during input without having to save and close. Especially now that the new invoicing is unreliable.
1 voteHi Meradene, as new invoicing also encompasses auto save there is no need to manually save your invoice. Once you've added a Contact, as you move between fields of your invoice Xero will continuously save any data you've entered.
It sounds like you may be having trouble with this though and if you're finding you're loosing information you've entered I'd really encourage reaching out to our specialists at Xero Support who can take a closer look to investigate what's going on for you.
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New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes…
11 votesHi team, rounding back to the idea here since our last post we have released a few different changes across the platform that will have improved the experience for those that were noticing lags when entering data in their invoices.
As a start we released a new optimised line item grid, where among other changes we updated the Item field so you could view and select from more of your inventory items without needing to search.
We have now also made some enhancements to speed up autosave of your invoices meaning these save faster - see more on the latest changes from the long and short of it.
Now if you are continuing to experience any issues when working in your invoices, we do want to hear from you - however to ensure we can get the right details to investigate and escalate with our product teams, please raise…
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E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
6 votesHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
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New invoicing | Send - show amount owed rather than invoice total
When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.
4 votes -
Invoicing - Ability to bill/charge a different contact
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 -
Sales invoice - Adding lines to invoices
When invoicing it should automatically add more lines as required rather than having to manually add extra lines.
2 votesHi there 👋, like mentioned (Thanks Freya) when using new invoicing and you enter any data in the current line a new line will automatically be added below so you don't need to manually add new lines 🙂
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New invoicing - Change the colour of the 3 dot menu button
The latest glitch is that while using the edit function, something triggers the new invoicing to think that an amount has been added to a quantity or price box in one of the lines, presumably one that is being used as just a text line, and there is no way of knowing which box has been triggered so that you might know what you need to clear as nothing is flagged by the software. This also highlights that you don't have a cancel button making it harder to discard all those edits you have wasted entering making it harder to…
3 votesHi Paul, appreciate your feedback on the new invoicing experience. We're continuing to develop this for all customers so your inputs are valuable.
With your first point around the description only line - my recent update on the related idea here may explain the behaviour you're noticing. If you're selecting a saved item to enter description only lines there is a change to how this works between the old and new version and it's not possible to use items as description only atm. We're monitoring this so please do add your vote to the idea there is you feel this applies to your situation.
It's best for us to keep one idea per thread so I'll adjust the title of your post here to match your second point on the colouring of the menu button and we can get a gauge of the interest around this too.
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New Invoicing - When selecting Files, hide the ones that are already attached
Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.1 vote -
New Invoicing | Files - Bulk select to include all files with online Invoice
When adding many backup files to an Invoice it would save time if there was a check box to "attached ALL files to online Invoice" rather than having to tick each file.
5 votes -
Xero Subscription - Increase Invoice limit in Ignite Plan
Invoicing - increase the number of invoices that can be sent on the Ignite Plan or have another plan between the ignite and grow plans that allows more invoices to be sent and bills to be entered without the current extras in the grow plan. The jump up in cost between these plans is too much.
29 votes -
Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
2 votesThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.
We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
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New invoicing | Contact - Wrap full contact name(rather than truncate)
OLD vs NEW XERO INVOICING
Customer Name search - this is when adding customer name on customer/contact field when creating a new invoice
In the old version, the dropdown displays the full hospital name along with the contact email address. However, the new version only shows a truncated name (around 26-30 characters) without the email address. It would be better to retain the old version feature for this especially when there are multiple contacts but different departments, as it was easier to find out whether correct department was chosen and not to make additional right click just to be sure…
1 vote -
New invoicing | Copy to draft - Approve and email prompt if credit or prepayment available
For invoicing - if you copy an existing invoice (copy to draft invoice) - once all information is completed - when you then click "approve and email" it does not offer any credits or prepayments before sending. After you send you return to the invoice - it then shows "apply credit" - but this is too late! If you only click on "approve" then it will show the prepayment to allocate. But I believe you need it on both - approve and email should be included.
2 votes -
New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
User roles - Hide supplier balances from users with 'Invoice Only User Sales (Quoting & Invoicing)' permissions
With in the Invoice Only User - Sales (Quoting & Invoicing) the user can still view all of your suppliers and the amounts you owe them via the contacts tab. If you want to give someone access to raise and sent sales invoices then they shouldn't be able to see all of your suppliers and especially shouldn't be able to see what you owe each of them!
1 voteHi team, we've made the change and this is now live. Now, what's visible for a user with an Invoice Only role will be dependent on their level of access. Invoice Only Draft will no longer see the I Owe and They Owe columns, Invoice Only (Sales) will only see They Owe, and Invoice Only (Purchases) will only see You Owe. This change applies to sorting on the page as well.
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New Invoicing - Show email as address
It would be great to use email address as address in an invoice as often clients only provide an email as contact.
i.e no delivery address.1 voteHi Marcel, with the standard invoice template this will show the billing address on the PDF of the invoice. If you don't have a physical address for the contact and want to include the email address, enter and save this in the billing address details on the contact. You can either do this from their contact record or on the fly when creating the invoice. here's an example I created of how this will appear.
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Invoicing - Return to the Awaiting Payment screen after adding a customer payment
Previously when making a payment once you added the payment it took you back to the awaiting payment screen (where it showed the name just paid and give you the option to send a receipt) now it takes you to the paid screen. This is a real pain when you are doing eft receipts for multiple clients.
12 votesHi everyone, completely understand the logic and why you'd want to be returned to this screen once applying a payment. Our team have released an update so you'll now find you're taken to the Awaiting Payments list once a payment is applied to an invoice in new invoicing. Thanks for all sharing with us, here.
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Invoicing - Option to upload custom image to standard invoice
Dear Sir/Madam,
When I download custom xero template it has «PaymentImage» code.
I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.Could you add this option?
PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…2 votesHi Taisiya, 2 ideas rolled up in one here. We have a separate idea that's been started to preview a docx/advanced branding theme that you're welcome to add your vote too and we'll slightly amend the title of your idea here to reflect the first idea you've noted.
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New Invoicing - 0.00 values appearing in the invoice summary on invoice emails which should not appear
There is system wide error in the back-end template that you use to generate invoice emails. Please refer screen captures attached. You will see that I have two lines in my Invoice 005614 that are text descriptions of services only so are effectively subheadings and have no account code and no "value". They appear correctly in the PDF invoice with a blank in the "Amount NZD" column but they appear incorrectly with a value of "0.00" on the email the customer receives. I'm annoyed at myself that I have never noticed and reported this bug before because it looks these…
7 votes
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