1120 results found
-
Repeat invoice - Create a placeholder for the tax year e.g. 2025/26
In repeating invoices we often use the tax year mostly in this format 2025/26 but also 25/26.
Whilst we can use placeholders [year]/[year+1] to give us 2025/2026 it is not ideal and this would need changing after the December invoices which is administratively the same as manually changing the tax year in the invoices at the beginning of the tax year.
It would be good to be able to use [taxyear] and not have to change it again.
This would be really easy to implement, therefore it probably will be overlooked. Here's hoping.1 vote -
Invoice payments - Search when allocating credit notes, overpayments or prepayments
Please add to product ideas to have
* allow search feature to allocation screen if the above is not possible1 voteHi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?
-
New Invoicing - 'Upload Files' and 'Add from file library' options switched
New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?
6 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 - Calculate based on expected date and show totals like bills
Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow
6 votesHi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
-
New Invoicing - Show quantity in Item drop down
You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:
When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.
Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.…
1 voteThanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.
In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.
Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.
I'll update the title of your idea…
-
Workpapers - custom tables do not export to pdf
Workpapers 'Custom Work Programme' custom tables do not export when - the space where they should appear is blank / incomplete.
We don't really understand why the workpapers would allow tables that cannot be exported, as from our perspective the purpose of workpapers is to guide and record preparation procedures followed.
From our perspective this is not a product idea request but rather an oversight or error that needs to be resolved.
1 voteThanks for your valuable input, everyone. We've heard your needs and have developed new Xero Workpapers with our customers front of mind. With the new solution you'll be able to include custom tables and worksheets, whether they're blank or partially completed in exports.
We'll be staggering the rollout with Australia first off, and will keep you updated of it's release as it widens here. In the meantime you can read about it on our Xero blog.
-
Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts
Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.
I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.
I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.
Why does Xero do unhelpful things like this?
15 votes -
Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)
Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).
The <ContactAccountNumber> is allowed to be included on system default invoices.
4 votes -
Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
4 votes -
Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
3 votes -
Customer statement - add customised due dates
Customer statement - with a customised due date option.
The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).
6 votes -
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.
-
New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…9 votes -
Invoice - PDF template editable for last column too
It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi
1 voteHi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.
-
Import overpayments
This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.
2 votes -
New invoicing - View total Net GST position
- New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
3 votes -
New Invoicing - Keep Invoice Options to copy invoice and retain all the data
We create multiple invoices with deferred income. Currently I can approve the sales invoice then under "Invoice Options" copy to a new invoice and all the data is pulled over. I can then adjust the nominal ledger to the balance sheet and approve that, then again from the "Invoice Options" I can add a credit note to the P&L. I can then copy again to create a new sales invoice for the date when the income is due to the P&L and create that and once again add a credit note to credit the balance sheet. I realise this might…
2 votesThanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?
-
Batch Email feature for queuing send of invoices
When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.
2 votes -
Invoices - Identify invoices not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
79 votes
- Don't see your idea?