1002 results found
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Invoice - View full reference in Xero
Not a massive one, but would eliminate a really annoying thing.
On an invoice screen in the reference box, when typing any data that exceeds the box, the text doesn't follow outside that window. This then makes you mouse click into that box and arrow across to confirm what you have typed was in actual fact correct.
PLEASE, can something be done about this????3 votesAppreciate you raising this idea with us, Darren and have just updated the forum it's in 🙂
We'll get a sense of the community interesst in this here. While we don't have any plans around this at present I'll share if there's any news.
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Projects - Create a Sales Credit Note from Projects
Whilst purchase credit notes can be assigned to Projects, a Sales Credit Note can't be raised from Projects in the same way that a Sales Invoice can from Tasks and Expenses. Anegative invoice can't be created - the error message "The invoice total cannot be less than zero." appears.
Therefore, Sales Credit notes don't automatically link to Project costs and get marked as "invoiced".
This direct linking needs to be added.
2 votesHi Kevin, thanks for sharing your idea, and letting us know the changes that matter most for you. While you cannot create credit notes directly from the projects module, you can still create them from the Sales menu. However, 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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Invoices - Add payments from the invoice overview
If we could have a receipting screen where we don't have to go into every invoice to receive money would be great.It would save us valuable time
4 votesThanks for sharing this idea about streamlining payment receipting. We appreciate you explaining how a receipting screen at the invoice overview level could help save time in your workflow.
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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New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
236 votesHi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
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Repeating Bills- Remove Archived Product Codes from Repeating Templates
I have seen there is already a thread for this in Repeating Bills, but we recently streamlined our product codes and archived the old ones.
However, Xero is still showing all the achieved codes when you create or update a repeating! This does not happen with raising normal invoices. I can see this causing errors in the future and am surprised at the oversight by Xero.
2 votesHi Rebecca, 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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Invoice - Quick edit option (like bills)
Invoice payments
Can we have a function in invoicing to record a payment the same as the new 'eye' function on bills (screenshot attached)? Would make life a lot easier as adding multiple payments to an invoice currently involves way too many clicks!8 votesHi team, returning to the idea here I wanted to share an update. While we don't have quick edit for in voices atm, we have made an update to the Make a payment section of the invoice which will reduce a couple of extra clicks here. Rather than clicking a button on the invoice to open the payment section, you'll find that each invoice now has the make a payment section directly beneath an approved invoice.
We appreciate this doesn't fully resole this idea and will continue to keep a watchful eye on the interest, and share if there is any news of this here. Thanks
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Invoice reminders - Create a criteria to set based on reconciliation date
It would be an easy fix to stop automatically sending reminders for "unpaid" invoices when the business has not done their reconciliation for the relevant period. We find it stressful and time consuming to check all the time. I think sending a payment demand with the proviso to "ignore it if it has already been paid" is a waste of resources. It would be way less stressful and more efficient if reminders could be pending and only be sent automatically once the reconciliation covering the due date has been completed.
3 votesInteresting idea, Marc. This would add another layer of complexity to reminders, but it would be great to understand the interest around this from your idea here for our product team to consider. We'll share if there are any updates.
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Repeating Invoices - Ability to add billable items
It would be really useful to have the option to add one-time billable items to a repeating invoice and set them to be included on the next invoice automatically. For businesses that charge a fixed monthly retainer but occasionally add extra services, this would save time and reduce the risk of forgetting additional charges. The item could sit in a pending list against the customer and then be pulled through automatically alongside the standard repeating invoice when it is next raised.
2 votesThanks so much for taking the time to share this idea with us. We’ve moved this idea into the “Gaining support” stage so that others can find it more easily, add their comments, and vote if they’d find it useful too. While we can’t promise if or when it will be picked up, the level of support and real‑world examples from customers like you play an important part in how we prioritise future improvements.
Thanks again for helping us shape what we work on next.
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Invoice | SMS - "Print pdf" button
Most of our customers prefer receiving invoices via SMS. When trying to print the invoice via the SMS link, it generates a 2-3 page online version of the invoice. Can you implement a "Print pdf" option that would generate the same concise layout used when previewing the invoice in Xero? Thank you!
3 votesGreat to get this sort of insight, Kelly. Thanks for sharing. We'd like to get a sense of the wider interest for being able to print PDF from the SMS invoice message, please feel free to share with any colleagues or customers that you know would find this useful so they can vote on this too.
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Invoicing - Visibility of 'Copied invoice'
When copying an invoice, it should display “New Invoice” instead of “Edit Invoice,” as it did in classic invoicing.
Currently, showing “Edit Invoice” makes it difficult to track which invoices have already been copied. Please change this so copied invoices are labelled as “New Invoice” for better clarity and usability.
1 voteThanks Anishta, appreciate wanting more visibility when you're working on an invoice that has been copied from another invoice.
It'll be good to get a sense of the wider support for this from your idea.
We'll share if there are any updates.
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Customer Statement - Total payments
Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.
42 votes -
Invoicing - Avalara transactions report to pull Contact's name or Invoice number
We have integrated Xero with Avalara, but when we extract a transaction report in Avalara, instead of being able to see the Contact's name or Invoice number, we see the URL (the invoice’s unique ID). Can this be fixed?
1 voteAppreciate your feedback here, Athena. While this isn't something we have immediate plans around right now, we'll get feel for the community support for this detail to pull through here and I'll update if there's any changes planned.
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Invoicing - Add another Status under Paid | Paid Awaiting Pickup
Please add a tab in the invoices category for "Paid Awaiting Pickup".
Right now under invoices there is a tab for "All", "Draft", "Awaiting Approval", "Awaiting Payment", "Paid" and "Repeating". Our business often has invoiced paid but the customers have not picked up their products. When they come in we have to search to see if what they are picking up has been paid for. A tab for "PAID AWAITING PICKUP" would really help.
4 votesHi there, 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! We can keep monitoring this idea in the meantime to see if it gains more traction.
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Bills - Lock the Attachment preview section when scrolling up and down invoice lines
Attached preview window to stay in locked screen on the Left, with line items to be on the right on a scroll screen. Because if you add attachments to work from, the screen will be ready to view from the top left and if you have more than 20-line items inputted and you're working from the bottom. You can't see what the attachment is to work from. Look at pictures to see the mark up of issue. This issue is same as the bills. The bills attachment is on its on screen, but you can move it where you want…
4 votesThanks for sharing your idea, where you'd like to freeze the attachment preview side of the page, and keep it in view when you're scrolling up and down for entering larger bills.
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 votes and comments about how this would be helpful for them, too!
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Invoices and quotes
We do very detailed quotations that are done from our quote / costing sheets. These are then sent as a PDF to clients. It would be really helpful if these PDF could be uploaded like a bill to Xero quotes and invoices.
5 votesHi Alyson
We appreciate you sharing your idea! It’s been reviewed and is now live for community backing!
Get your colleagues involved to vote and comment on how this change would enhance their use of Xero ☺️
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Statements: View and Pay Online via Square
You have just rolled out the pay now button on online statements, however this is only for Stripe users.
Can you allow other payment processors such as Square to this please (like we can for invoices already)
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We can appreciate having more Statement payment options for users that do not use Stripe. We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this with your friends and colleagues if they'd like to see this functionality implemented. We'll monitor this space for further traction! :)
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XPM Timesheet - time to show actual local time not general Time zone
XPM Timesheet time to show actual local time. Currently it shows Sydney but I'm not located there
3 votesThanks for sharing your idea here Daniel 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. Cheers
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Malaysia E-Invoicing - Embed Validated QR code on invoice PDF
1st) I suggest on embedding the Validated QR code to the normal PDF invoice so that we can print multiple invoices at one go and our normal PDF invoice also consists of banking details and credit terms whereas the Validated E-Invoicing has none of these.
2nd) I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
3rd) Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The…
20 votesHi Maggie and others in community who've voted, we appreciate hearing the changes that'd help you when sending eInvoices with Xero.
Just to note, as each point you've raised would be considered separately by our product teams it's best to have an idea for each of these that we can get a feel of the community support through - see more on the qualities of a good idea in our Xero Central article 🙂
I've updated your idea here to represent the first point for embedding the QR code on the PDF of the invoice. You'll see I've created ideas for the other points you've noted below.
- Malaysia E-Invoicing - Two columns to show when validated versus viewed
- Malaysia E-Invoicing - Button for 'Send to MyInvoic'
If there's any progress for these we'll share on the respective idea/s. Thanks!
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Multicurrency - Support for zero-decimal currencies
I would like to suggest adding functionality to better support zero-decimal currencies (such as JPY, KRW, IDR) within Xero. Currently, the system assumes two decimal places for most currencies, which can lead to rounding issues and inaccuracies for currencies that do not use decimals.
Key points to consider:
Currency Settings: Allow users to define certain currencies as zero-decimal so that calculations and display formats automatically adjust.
Tax and Rounding Logic: Ensure compliance with local tax regulations by applying correct rounding rules for zero-decimal currencies.
Reporting and API: Update reports and API outputs to handle zero-decimal currencies consistently, avoiding integration errors.…
4 votesThanks for sharing this idea about zero-decimal currencies might be improved in Xero.
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 also benefit, so they can add their votes and comments about how this would help them, too.
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Invoicing - Send multiple invoices to a custom email address
Currently, in order to send multiple invoices at once, each invoice has it's own email address box to enter the recipient's email, there is no selection available to send multiple invoices to a custom email address in one click.
This would be most helpful, especially when multiple invoices are required to go to a different email address (from the default contact email). At the moment this means entering a different email into each individual address box, even if this means entering the same email up to 50 times for each invoice selected.
4 votesThank you for sharing your vision and highlighting the changes that matter most to you.
Your idea has been reviewed and is now live for the community to rally behind! To give it the best chance of success, be sure to share it with colleagues so they can add their votes.
We’re excited to see the community use the comments to explain how this update would level up their Xero experience
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