Invoices & quotes

1120 results found

1. Quotes - Feature for customer to select which items to accept

   It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.

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   submitted  ·  6 comments  ·  Quoting  ·  delete…  ·  Admin →
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2. New invoicing - Option to Approve and Copy Invoice

   It would be amazing to have an option on the approve drop down to be approve and copy!

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   submitted  ·  1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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3. Sales Invoice - Show Subtotal Breakdown before VAT

   Layout of invoices with subtotal breakdowns for various VAT rates. To be able to present multiple subtotal amounts before various types of VAT are applied to the invoice. I have included an altered pdf file as an example of what you would want to see on the invoice.

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   submitted  ·  4 comments  ·  Invoicing  ·  delete…  ·  Admin →
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4. Draft Invoice: Warning message

   Hi Team, my query is about Draft Invoices. Is there any chance of having a 'Stop do you want to proceed' when it comes to a draft invoice being sent instead of the actual Invoice? I was convinced that I had approved a draft invoice, yet when the email was sent, it was not the Invoice as per the subject reference, but the draft. Embarrassing to say the least.
   Just that extra step would be very helpful. Not the first time it has happened to us. Thank you,

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   submitted  ·  2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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5. New Invoice - Draft Save Time

   Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to any other fields, it still takes a lot longer than it used to.

   Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to any other fields, it… more

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing, Angela. With the way autosave works, you should be able to just keep drafting your invoice and it will save in the background. So you don't need to wait.

   If you're noticing a significant lag in the invoice saving, this is best investigated by our team of specialists. I'd recommend raising a case with our Xero Support team on Xero Central who can take a closer look into this with you 1-on-1 🙂.

6. New Invoicing - Shading & Colour

   Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.

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   submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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7. Invoicing - Select multiple contacts within a group

   There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

   Thanks for sharing this idea about how the contact groups feature could be improved for you.

   Now, it's up to the community to get behind and support this idea. Make sure to share your idea with any friends or colleagues who use Xero and could benefit from this, so they can add their votes and comments too!

8. Invoice Payments - Show bank account details with pay by Credit Card option

   I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

   According to Xero support, it’s impossible to change this view for customers:

   "As these small changes were requested by many users to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."

   I would like to know who these users are who requested that bank account details be hidden from customers. Or is this another instance of gaslighting from Xero?

   I don’t understand why Xero would make these changes, which negatively impact my business. Customers have pointed out that it appears we’re encouraging payment by credit/debit card, which incurs a commission fee—a fee that benefits Xero, as they receive the surcharge! Why should our business face negative customer feedback because of Xero's design decisions?

   I would like the ability to choose how my clients view their online invoices. It’s critical for our business that customers have all the necessary information to make payments accurately! We use third-party software to create and email invoices to customers, but Xero does not allow us to add a PDF, so customers can only view the online version, which hides our bank account details and payment terms!

   I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

   According to Xero support, it’s impossible to change this view for customers:

   "As these small changes were requested by many users… more

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   submitted  ·  2 comments  ·  Payment services  ·  delete…  ·  Admin →
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9. Repeating Invoices - Quantity of payments option

   Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

   It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

   This feature would be useful for those who know exactly how many times a repeating invoice should be sent.

   For example, if a customer was on a payment plan of 4 x $500 payments paid fortnightly.

   Currently, if the 'End Date' option was used for this and incorrectly selected, the customer might be under or over charged. Both situations are negative for the Xero customer.

   Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

   It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

   This feature would be useful for those who know exactly how many times a repeating invoice… more

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   submitted  ·  4 comments  ·  Invoicing  ·  delete…  ·  Admin →
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10. New invoicing - Show warning if repeat template has been deleted

    The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
    Please fix this asap because it's causing a real issue.

    The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
    Please fix… more

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    5 votes

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    2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.

11. New invoicing - Hide Tax Rate column

    In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.

    While we're at it, could we do the same in Billing?

    Thanks

    5 votes

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    submitted  ·  1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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12. New Invoicing - Copy invoice to keep existing email

    Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.

    Please refer to the contact details and pre-populate their contact email addresses.

    Thanks

    5 votes

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    3 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand some users would still like to see these applied and you may like to vote on the idea here if this is the behaviour you'd like.

    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand… more

13. Some invoices are missing in Xero – Pabbly Connect shows successful execution

    I’ve integrated Pabbly Connect with Xero to automatically create invoices. The workflow in Pabbly shows a successful execution, but not all invoices are actually being created in Xero.

    Has anyone else experienced this issue?
    Is there a way to debug what might be going wrong between the successful webhook execution and invoice creation in Xero?

    Additional Details:

    The webhook receives all required data including customer, line items, and invoice date.

    Pabbly workflow shows "Success" status after sending data to Xero.

    However, when I check Xero, some invoices are missing entirely.

    No error message is shown in Pabbly.

    This happens only with a few cases — not all.

    Any ideas on what might be causing this or how I can track these missing invoices?

    Thanks in advance!

    I’ve integrated Pabbly Connect with Xero to automatically create invoices. The workflow in Pabbly shows a successful execution, but not all invoices are actually being created in Xero.

    Has anyone else experienced this issue?
    Is there a way to debug what might be going wrong between the successful webhook execution and invoice creation in Xero?

    Additional Details:

    The webhook receives all required data including customer, line items, and invoice date.

    Pabbly workflow shows "Success" status after sending data to Xero.

    However, when I check Xero, some invoices are missing entirely.

    No error message is shown in Pabbly.

    This happens only… more

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Maheshwara, things that don't appear to be working as they should are best looked into by our specialists at Xero Support you can raise a case with them through Xero Central.

    Where you're using an integration we'd generally recommend also contacting their support team as in most cases they have designed and built their integration with Xero themselves and are in the best position to troubleshoot.

14. New invoicing | Files - support .eml file type

    The Classic Invoicing allows .eml (downloaded emails) to drag and drop into invoices from downloads. The new invoicing DOES NOT allow this. Please reinstate this function to the new invoicing as it is an essential part of loading invoices (uploading (drag & drop) downloaded emails providing instructions and authorization evidence for auditors). Kelly, please confirm that this function will be continued in the new invoicing. Thank you.

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.

    I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.

    So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks

15. New invoicing - Move branding field to right and make consistent with Quotes

    Please be consistent with the location of the "Branding Theme" field.
    
    You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
    My preference would be to keep it on the left.
    Many thanks,
    Rachel

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    submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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16. Hubspot - Link to Hubspot deal via Xero invoice

    Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.

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    submitted  ·  1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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17. Sales | Refunds - Ability to process in bulk

    We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.

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    submitted  ·  4 comments  ·  Invoicing  ·  delete…  ·  Admin →
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18. Quotes - Make 'invalid account' warnings appear in a new window

    When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back to the quote, it takes you to a new and empty quote. Can you please stop doing this? If you need to take us to a new account code window, make it a separate and new window. Please.

    When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back… more

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    submitted  ·  0 comments  ·  Quoting  ·  delete…  ·  Admin →
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19. Sales invoices - hold selection when navigating pages

    It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.

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    4 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?

20. Sales Overview | Invoices - Add View Option similar to Bills UI

    View Invoices in the Invoices menu - Add View Option

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    2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.