1001 results found
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Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
13 votesHi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
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Invoices - Adjust margin and header spacing controls within Standard invoice templates
Move the entire template up so the "Bill To", Logo and "Company Info are on the same rows.
There is too much wasted space up top and could be used for more line itemsOr
Add an option to crunch the line items with none, single or double line spacing between each item listed.
4 votesThanks for raising this, Kirk. We understand that having more control over invoice layouts can help keep customer-facing documents looking clean and professional.
The suggestion is to add margin and spacing controls to Standard invoice templates, making it easier to adjust the layout to align the logo with address and company information.
For now, Advanced DOCX templates can be used when you need more flexibility over formatting. We’ve moved this idea along to continue tracking interest.
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Invoice template - Option to omit international country dialling code
Please allow us to remove the area code for the telephone section as our clients don't need to see the +44 in front of our number.
1 voteThanks for bringing this to the community. We understand the request for more control over how international dialing codes are displayed on invoices.
Being able to show a local phone number without the country prefix could make customer-facing documents easier to read.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your business, add your vote and let us know how you’d like the setting to work.
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Invoice - Ability to hold and release bond/security deposit
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
3 votesHi Dejan, thanks for bringing this idea to the community. We understand the request for a way to manage bonds or security deposits within the invoicing workflow, including holding the amount separately and releasing or applying it later. This can be useful for businesses that regularly work with deposits alongside standard invoicing.
The idea is to introduce a clearer way to track and manage security deposits through a dedicated hold and release process, rather than relying on manual workarounds such as liability accounts or journals.
For now, deposits are typically managed using standard invoicing and liability accounts, with manual tracking used for holding and returning funds where needed. We appreciate this can add extra steps depending on your workflow.
We’ve updated the status of this idea to Gaining Support. If this would be useful in your process, please add your vote and share how you would use it.
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Invoice Payment - Support ACH payments via Stripe for Canadian organizations
Please allow collecting ACH payments through Stripe for your Canadian customers, just as it's enabled for U.S. customers. I used to use GoCardless, but suddenly they suspended my account without explanation, claiming it's "under review," which is affecting all my recurring monthly charges. @Xero_team, please treat this as urgent and enable Stripe's ACH payment option for Canada.
Thanks
1 voteThanks for sharing this feedback. The main request is for Canadian organizations to be able to collect ACH payments through Stripe in Xero, similar to the bank debit options available in other regions.
This could give businesses more flexibility when setting up recurring customer payments and choosing their preferred payment provider.
I’ve moved this to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what you’d like the Stripe payment experience to support.
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billing address
Can you please change the order for when you add a contact in the sales screen
- billing address should appear first they way it does in the contact card, when raising a sale it would make it a better option for as the bill address is what appears on the invoice1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoice - Ability to add multi section invoice
On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.
What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.
This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.
I have used…
4 votesThanks for sharing here, jason - We have an existing idea around multi sectional quotes that I've added your vote to and have adjusted the title of your idea here for the Invoices side of things.
We'll be sure to update you if there are any updates for this in either feature.
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Statements - Remove the Red ink from overdue
I would like to be able to select a covering statement email as the red box with overdue payments is really annoying our scholars. They see this and think it is the amount they owe. Most of our scholars pay in small instalments this is highly confusing for them. If we had a choice of an alternative template it would be really useful. I have written to support and there is not currently an option for this. Their reply is below for you info.
I understand the issue is with the red box showing overdue amounts in the covering email…
2 votes✨ Thanks so much for taking the time to share this idea and explain the challenge you’re running into. We’re moving this idea to Gaining Support so we can hear from more customers who would like greater flexibility in how overdue information is shown in statement emails, including different template options.
If this is something others in your network are running into as well, we’d really appreciate them adding a vote or sharing their use case too. That kind of detail helps our product team better understand the real impact on day-to-day workflows.
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Quotes - Track "Accepted" vs "Invoiced" status on sales quotes
In purchase orders, you can track "ordered" vs "billed". It would be very helpful apply that feature to the quotes, ordered vs invoiced.
1 voteThanks for highlighting this workflow, Vanessa. We understand the request for quotes to show how much has been invoiced versus the original accepted quote.
Having this information available at a glance could help reduce manual checks and make it easier to identify quotes that still have amounts or line items waiting to be invoiced.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and tell us what you'd find most useful to see.
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Reporting - Include Quotes and Purchase Orders in Short-Term Cash Flow forecasts
Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?
4 votesHi everyone, thanks for sharing this idea. We understand that having quotes and purchase orders included in Short-Term Cash Flow would help give a clearer picture of upcoming cash movements.
For now, you can review these alongside your cash flow reports to help factor in expected income and commitments.
We’ll continue to track interest and share feedback with our product teams to help them understand the value of expanding the information included in cash flow forecasting.
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Xero Accounting App - Add/edit contact VAT numbers on mobile app
Please allow for the loading of a VAT number on the App. We are a mobile business that doesn't always have access to a PC
1 voteThanks for taking the time to suggest this. We understand the request to add VAT number to the contact details available in the mobile app could make it easier to keep customer records up to date.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know how you’d use the feature.
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Invoices - Retain and save the selected Account Code on line items with a $0.00 amount or 100% discount
We send out promotional items and invoice these with a 100% discount. When saving the invoice, Xero is not saving the account code that I applied. I've read this is an accounting simplification. We need to see these invoices - is there a workaround?
4 votesHi Vanisha, thanks for sharing this suggestion. Retaining the selected account code on zero-value or fully discounted line items could be useful for reporting and analysis, particularly for tracking promotional or non-charged allocations.
Keeping this mapping in place would help preserve useful context in reporting, even when the line has no financial impact on the ledger.
We’ll keep an eye on the feedback and interest in this thread.
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2737.pdf 94 KB
570 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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Invoice Template - Allow custom labelling of Company Registered Number / CRN field in standard invoice templates
Company registered number appear to be labelled differently on the new invoicing templates, depending on the country of your entity.
For example, Ireland, the company registered number field is labelled "Registration number". In the UK the company registered number field is labelled "CRN" which isn't a common or well known abbreviation.
There appears to be no option to change this in the new template engine.
We would like to control the label of the Company registered number field, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout,…
1 voteThanks for sharing this idea. We understand the request to customise the Company Registered Number / CRN label on standard invoice templates.
Having control over the wording could make invoices clearer for customers and give businesses more flexibility over how registration details are presented.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what label you’d prefer to use.
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Invoice template - controls for business address line layouts on standard invoice templates
Business addresses appear to be formatted differently on the new invoicing templates, depending on the country of your entity.
For example, in the UK address fields are shown on separate lines. In Ireland, address fields are combined in two lines. There appears to be no option to change this in Template > Your Business address.
We would like to control the address layout, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout, that we otherwise love. Using DOCX isn't a suitable workaround.
1 voteThanks for sharing this feedback, Adam. Having the ability to choose how the address is split across lines could make invoices look more consistent with your preferred document layout.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your invoicing workflow, add your vote and tell us what address format you’d prefer.
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Invoice - Display an aging indicator or timeline directly on customer invoices
to be able to have aging on the invoice indicating current to 120 days due
1 voteThanks for raising this suggestion. The request is for an aging indicator or timeline on individual invoices showing how far an outstanding amount has progressed past its due date.
At the moment, you can refer to the "Overdue By" column in invoices Awaiting Payment tab.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share what aging information you’d want shown.
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Singapore e-Invoice - Validate credit note in Invoice Now
To have the ability to validate credit notes in Invoice Now that are not allocated to a sales invoice but are solely created to issue a cash refund.
1 voteAppreciate you raising this suggestion. Being able to send credit notes via InvoiceNow could make it easier to keep cash refund processes within the e-invoicing workflow.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share your use case.
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Invoice Layout - Customise position and alignment of invoice fields
I would like to provide some feedback on the new invoice format that was recently automatically applied to my account.
While I think the ability to see the invoice due date prominently at the top is a great improvement, it does come across as quite aggressive and I find the relocation of the Issue Date, Invoice Number and Reference fields from the top-right corner to be a significant step backwards.
It needs to be noted as well, that the position of the Invoice number now changes, depending on the length of information in the 'Reference' field. It is super annoying.
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1 voteAppreciate you raising this suggestion, Jennifer. Being able to control where key fields appear on an invoice could make it easier to work with high volumes of invoices.
For now, Custom DOCX Invoice Templates may provide an option to adjust the positioning of fields.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which layout controls you’d like to see
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Credit Notes - New credit note does not show Customer Contact Account Numbers
Your NEW credit note is no use to us as it does not show the client account number (not the bank the contact account number). If you are re-designing a layout at least keep the info you could previously see! Update before this is mandatory please
3 votesHi Sally, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing - Sent or Pending notice for clarity
When sending invoices from Xero if there is a delay in the sending of invoices instead of leaving them in the queue as unsent it would be better for them to be moved to a "outbox" or "pending send" so that you can continue to send invoices, or be aware they aren't going to be sent straight away.
This happened to me yesterday and I spent a lot of time logging a service request only to find out that Xero was on the go slow and the invoices were just queued to send later, and I had tried to resend…2 votesThanks for sharing this idea 🙂 — we can see how clearer visibility of invoice send status could be a positive improvement for customers using invoicing.
Being able to see when an invoice is pending send, rather than simply appearing unsent, could give people more confidence in the send process and make it easier to understand what’s happening at a glance.
We’re moving this idea to Gaining support so we can better understand how valuable this would be for others in the community and gather interest from customers who’d also find this helpful.
If this would be useful for you, add your vote and feel free to share more about what kind of status or notification you’d most like to see.
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