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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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1031 results found

  1. Please have option to set statement type to ACTIVITY , and not OUSTANDING ( when mailing a statement to a client ) It was like that a month ago

    13 votes

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    Hi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.

    We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.

    We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.

    Thanks again for being part of the conversation.

  2. I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

    The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a…

    5 votes

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    Hi team, there are two parts to unpack here:

    1. the new bills split screen, and
    2. the bill payments flow.

    We’ve introduced a new bills quick view that lets users easily enter, scan, review, and take action on bills without leaving the list view. For some users, this completely replaces the older bills UI. The product team is monitoring this closely and may make quick view optional, so users can choose between quick view and opening the full bill. I’ll keep you updated here.

    We’re continuing to support online bill payments and are encouraging setup because it can improve efficiency and simplify payments. There are no plans to remove online bills from the payments flow.

    For users who prefer manual payments, they can still use the Record a payment tab or select a bill in the list and click Make payment above the list.

  3. To allow Batch payment for multi-currencies bank accounts, eg USD
    Currently, Xero only allow batch payment of base currency, eg. SGD
    For USD invoices, we cannot use "batch payment". So, if I have 10 USD invoices to pay by USD bank account, I need to enter 10 times payments instead on 1 batch payments. Instead of using xero 10 remittance advice emails to supplier, I have to do one manual remittance advice to supplier.

    4 votes

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    Hi 👋 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 🙂

  4. Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.

    Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)

    It would be very helpful for all the companies doing business in France.

    25 votes

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    21 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.

    At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.

    The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.

    We’ll post updates here as soon as there’s more to share.

  5. I would like the ability to edit inventory item costs directly from the quote page, similar to the option available on the invoice page. I don't mean the price on the quote itself, I mean the cost in the inventory. This would save me a lot of time.

    10 votes

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    0 comments  ·  Quoting  ·  Admin →
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    Thanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.

    Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.

  6. Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.

    I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.

    For example, a tradesperson could say:

    “Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price…

    3 votes

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    1 comment  ·  Quoting  ·  Admin →
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    Hi 👋 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 🙂

  7. Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?

    6 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Thanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.

    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.

  8. I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.

    They all come to my same email address.

    They are all for my separate different entities.

    I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.

    The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.

    If they could be sent to me in…

    4 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Hi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.

    Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.

    I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.


  9. Xero urgently needs native Terms of Trade support.
    Right now, the only option is attaching multi-page T&Cs to invoices — this is clunky, unprofessional, and not how modern businesses operate. REF:Advanced Invoice Template (DOCX)

    We need:

    A short-form legal clause on invoices and quotes
    A clickable link to full Terms of Trade
    A single, centralised setup in organisation settings

    Invoices should be clean and readable, not overloaded with pages of legal text just to remain enforceable.
    This is a basic business requirement, not a workaround:

    Improves professionalism
    Reduces friction with customers
    Supports legal enforceability
    Aligns quotes, invoices, and onboarding

    Xero…

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  10. When using the search function, searching either an invoice or purchases or anything, the search tool is not very smart and too defined making even a space as a defining character. For example If you search for A B Consulting but you type AB Consulting, it won't show up.

    It would be good if the search tool can be smarter and use the widely available and established fuzzy search and ignore these minor characters (space, period, commas, typos etc).

    It would also be better if it is smart and able to give you results even if you have a typo.

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hi 👋 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 🙂

  11. The existing CN is being phased out in favour of a new-format CN (now in 2026). It is less user friendly than the old one; there are 2 options to create them as follows.

    1. Using Create & Apply Credit from an invoice automatically applies the full amount without giving you a chance to edit first, requiring you to then un-allocate, edit, and re-allocate.

    2. Creating a blank credit note from the Sales Overview means manually copying line items from the invoice, which is cumbersome with room for manual errors..

    I'd like to create a CN off an invoice, and edit it…

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Appreciate your feedback on the new credit notes experience here, Zoltan. Can see how this would be useful when you need to make a few changes to the credit note that's related to a specific invoice.

    While we don't have immediate changes for this planned we'll start tracking the interest here and can keep yu updated if there's anything in the works.

  12. We process a large number of weekly payments in Xero,
    and one of the biggest challenges we face is the time it takes to create and print batch payments.

    Currently, after selecting invoices from the Awaiting Payment tab and creating a new batch, we move to the Transaction: Batch Payment screen. At this point, the only option available is to generate a Batch PDF and then print it manually.

    Because we handle anywhere from 25 to 55 batches each week, this “PDF first, then print” workflow is very time-consuming.

    What I’d really like to know is whether there’s a way…

    7 votes

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    Hi Leslie, thanks for sharing your idea, and letting us know the changes that matter most for you. At the moment the only way to print the batch is after downloading it. However, we suggest going to the Paid tab and selecting the invoices checkbox and clicking on the Print option, this will combine all the invoices/bills. While this is a workaround, we are opening this idea up to the community to gain more support. If you need further assistance with this, please reach out to our support team for a 1:1 with them.

  13. Track or link quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal

    3 votes

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    1 comment  ·  Quoting  ·  Admin →
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    Hi 👋 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 🙂

  14. Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.

    This date is crucial for forecasting.

    5 votes

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    1 comment  ·  Quoting  ·  Admin →
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    Hi Catrina , 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. We'll monitor this space for more traction in the meantime. Cheers

  15. When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.

    The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.

    Proposed Solution:

    1. Combine existing invoices in Xero with predictions for future invoices.
    2. Automatically remove these predictions when an actual invoice is entered into the system.
    41 votes

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    6 comments  ·  Invoicing  ·  Admin →
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    Hi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.

    We've reviewed the idea, and it can now gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.

  16. Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Appreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.

    Make sure to share this with any colleagues that'd also find this useful.

    We'll let you know if there are any updates planned here.

  17. we have hundred of customers and I sometime mis-spell their names when starting in invoice. Its would nice if an intelligent pop up would come up and say 'Mr Blougs' doesn't exist, did you mean Mr Bloggs? and links straight to it. At the moment it's just an unfriendly 'this contact doesn't exist' or something.

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Thanks for sharing this idea with us. We can see how having smarter contact search when creating an invoice would be helpful, especially when you’re working with a large number of customers and a small spelling mistake makes it harder to find the right contact.

    We’ve reviewed your idea and moved it to Gaining Support. This means it’s now open for other customers to vote on and comment, which helps our product teams understand the level of interest and the impact this has for customers using Xero.

    While we don’t have immediate plans to share for this, we’ll continue to track the feedback and support this idea receives here.

    Thanks again for taking the time to share your suggestion with us 🙂.

  18. As small market gardeners we currently utilize the invoice and packing slip within Xero which works and works for us well. My suggestion idea is to take the packing slips which identify how many of what items required and collate those into a printable or electronic report (picking slip) which provides a total no. of each of the items within the packing slips over a specified date range. look forward to feedback

    4 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Thanks so much for sharing this idea 😊

    We can see how useful it would be to have packing slips collated into a printable or electronic picking slip that totals the quantities needed for each item across a selected date range.

    We’re going to move this idea to Gaining Support so we can continue to track interest and feedback from other customers who’d also like to see this in Xero.

    Please feel free to share this idea with friends or colleagues and encourage them to vote or add a comment too, as that helps us understand whether this is something more people would like to see in Xero.

  19. I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
    Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
    Are we able to turn off the auto save function in new invoicing?

    479 votes

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    248 comments  ·  Invoicing  ·  Admin →
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    Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

    Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

    We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.

    While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;

    Thanks again for all your feedback and sharing with us in the forums here.

    Updated 10 Sept 25

  20. Consolidated invoices:
    Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
    So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.

    Statements won't work, with the copy or merge you…

    11 votes

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    2 comments  ·  Invoicing  ·  Admin →
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    Hi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.

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