1038 results found
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New invoicing: Remove / turn off online payments option
I would like the option to remove the 'set up online payments' box whenever I create a new invoice. For companies like ours who are never going to use this function, it's irrelevant and takes up unnecessary space (we use invoice finance and our clients don't pay us directly). Could there be a toggle button in the settings to be able to switch this off?
64 votesHi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
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authorize.net
Return support for authorize.net payment gateway integration. This is such a missed opportunity for sending invoices and receiving credit card payments.
It would also be nice to add a function to charge for credit card processing.
1 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.
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Allow custom Invoice titles like "Donation Request" on the online payment portal and email buttons (DOCX doesn't fix this)
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would…
1 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.
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Copying an invoice or quote link is logged as editing
Please change this process as it is not actually making any change to the invoice or quote. We're only copying the URL. I got in trouble because I was accused of making changes to an invoice when in fact I only copied the URL.
1 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.
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Invoices - Add a quick "Return to Invoices" navigation shortcut on post-payment validation screens
Add a quick button to go back to invoices especially after posting a payment or while reconciling. Invoices are the thing I use most and reference most but I have to go through like three steps to get back to where i was.
4 votesHi Courtney, thanks for the suggestion. We understand that when processing a high volume of payments, being able to move quickly between invoices could improve your workflow.
At the moment, after adding a payment directly to an invoice, you’ll be redirected back to the main invoice list. From there, there’s a “View invoice” link available in the list, which lets you quickly reopen the invoice the payment was applied to.
We can also see how having a more direct navigation option from the payment confirmation screen could help streamline the process further. We'll continue tracking interest and share an update if this progress.
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I waant to recommend that the View Bill screen always includes Where Paid from regardless of how one gets to the screen.
I want to recommend that the View Bill screen always includes Where Paid From regardless of how one gets to the screen. The "Where Paid From" information is lost if one gets to View Bill froma report. I also want to recommend a report of where Payments Originate From is cited. AT present, if one hits the wrong Pay From account, the existing reports make it hard to find the error.
1 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.
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Add multiple party details to invoices for maintenance and rental property businesses
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the jobAt the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add…
1 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.
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Improve invoice template editing and provide more flexible custom branding options
Xero’s current invoice customisation options are still very limited, especially for businesses that require highly customised invoice layouts.
The DOCX custom design templates are not very user-friendly and often require advanced Microsoft Word formatting knowledge. Small layout changes can easily affect the entire template, making ongoing maintenance difficult for accounting firms and business owners.
Although the newer invoice branding and template editor has improved the overall appearance of invoices, it still does not provide enough flexibility to create invoices that truly match a business’s existing branding and operational requirements.
This is particularly important when onboarding clients to Xero. Many of…
1 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.
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Choose a Default Save Folder for Invoices and Quotes
Currently, when downloading invoices, quotes, statements, or other documents from Xero, the files are automatically saved to the browser’s default Downloads folder.
It would be very helpful to have an option in Xero to select a specific save location or default folder for downloaded documents. This could include different folders for invoices, quotes, statements, and purchase orders, or the ability to save directly to a client folder in OneDrive, SharePoint, or Google Drive.
This feature would reduce manual filing, improve document organisation, and save significant time for businesses and accounting firms that process a high volume of Xero documents daily.
…
1 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.
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Make invoicing more friendly
I'm confused why these points aren't already available.
-enable unit total on invoices. I have no idea why this field is not available for invoices. After searching for a solution, I can see people have been asking this for years.
Enable arrow key to go next row. When scanning large orders, having to switch between peripherals is slow. scanning product, tabbing to change quantity, and then mousing to next row.
Fix scanning issue. Due to browser delay, scanning a barcode with a scanner that has return key enabled (most do by default) opens "create new item" screen. Fixing this would…
1 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.
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invoices sync across from Halaxy with Date of Service & NDIS No.
When our invoices sync across from KEY IMPORTANT required data that is included on our clinic Practice Management software - Halaxy Invoice is omitted in Xero. This data is a requirement of most funders eg., My Aged Care required the Date of Service, along with NDIS, who require NDIS Number and date of Service. If this information was included then the invoice can be emailed from Xero and also stripe fees collected in Xero. With current set-up invoices need to be emailed from Halaxy which is not the preferred option.
1 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.
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Have a Send Email button next to Send SMS in Invoice or change Print PDF to Send Email
For a lot of businesses, sending invoice copies or reminders by email is the main way of communicating, not printing PDF or sending an SMS (not relevant sending to a business client).
Currently it's a 2 click process to get to the email screen which is time consuming when sending numerous invoices so if a Send SMS button can be added, why not an email button.
Print PDF could be moved to the 3dot options list.1 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.
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Invoice - Allow customers to set up a Direct Debit mandate while completing a GoCardless Instant Bank Payment
I would like to take our first payment via Go Cardless Instant Bank Payment and send them a mandate to fill in for future recurring monthly payments.
We have our first invoice for customers purchasing a subscription from our website set to instant bank pay, so that they can pay immediately and be given site access immediately, but they will then make future payments by Direct Debit.
Via GoCardless directly, If you invite a new customer to collect an instant bank payment, you need to check the box for the option Set up mandate (Prompt this customer to set up…2 votesHi Stephen, thanks for raising this idea. We understand why having the option to set up a Direct Debit mandate at the same time as an Instant Bank Payment via GoCardless could help create a smoother customer payment experience.
The idea is to combine these steps into a single checkout flow, allowing customers to make their first payment while also authorising future Direct Debit payments without needing to complete a separate setup process.
We encourage the community to vote on this idea if you’d find this payment workflow improvement useful.
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Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
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1 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.
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Sales invoices - Option to delete invoices <6 years past
Under GDPR, customer data can only be kept for a reasonable period of time.
In the UK, businesses must keep tax records for at least five years from 31 January following the end of the relevant tax year. In practice, this means records need to be retained for 5 years and 10 months.
Your GDPR policy can therefore state that records will be kept for 5 years and 10 months. After this period, continuing to store invoices (for example, in Xero) could put you in breach of GDPR.
To help businesses stay compliant, Xero could offer an optional feature that…
4 votesAppreciate wanting an automated means to simply this process for you. Right now, as I'm sure you've found you can manually delete draft invoices, or Void to remove Approved invoices in your organisation.
It's not something we have direct plans around atm, but we'll get a better sense from the wider community here of others that'd find an automated tool useful for this type of scenario. Thanks
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I do all my invoicing through Harvest which links to Xero it works a treat
This way I record time, add staff members and now can do quotes. Harvest is, for a very small business the way to go and link with Xero
1 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.
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New invoicing - Use '.' as separators in the date field
New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.
Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date
31 votesUnderstand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
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Add printable customer chase letter templates for overdue invoices
In Sage 50 Accounts Professional, we use the built-in PI Chase Letter functionality as an important part of our credit control process.
When an invoice reaches 30 days overdue, we print and post a PI Chase Letter 1. If we receive no response, we then print and post a PI Chase Letter 2. These letters are generated automatically using predefined templates, which we print on our company letterhead and send by post.
A key feature is that the letter includes an itemised summary of the customer's outstanding balance, showing:
Invoice number
Invoice date
Details/description
Amount outstanding
Total balance dueThis…
1 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.
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Manual journal - Reference field in addition
Hope we can add a Reference field aside from the narration in the Manual journal entry. This will allow for easier sorting and tracking when generating reports.
1 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.
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Custom Invoice Numbering Sequences
Many businesses use customised invoice numbering formats to differentiate and organise invoices, such as XER-INV-0001.
Currently, users need to manually update the invoice number each time a new invoice is created. It would be helpful to have the ability to set a custom invoice numbering format with an automatically incrementing sequence.
This would eliminate the need to manually check and update invoice numbers and would allow businesses using customised numbering systems to properly utilise recurring invoices.
1 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.
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