1033 results found
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Repeat invoicing - Automatic attachment placeholders
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via…
1 vote -
Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
64 votes -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
25 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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Invoicing - Show credit limit on invoice and statement email templates
The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.
18 votes -
Contacts - Credit Hold to stop Quotes being raised
Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.
9 votes -
Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that…
56 votesHi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.
This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳
It's in the process of being released to all users and I'll round back to confirm when available to all!
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New Invoice - be able to select Overhead/Expense Account from Chart of Accounts
In the Classic Invoice you can select an overhead or expense as the account to raise an invoice against. This is useful where you are incurring costs that will be charged out at a later date. In the new Invoice version you cannot do that.
1 voteSorry Natalie, not sure what's going on for you there as you should be able to select from any of your accounts in new invoicing. I've just tried testing this in the demo company and see all accounts available for selection. If you're still having trouble with this please do raise a case with our specialists through Xero Central and they can take a deeper look into this 1-on-1 with you.
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Invoices - invoice a percentage of a task
Having the ability to invoice a percentage of each task in a project.
Our company invoices as a job progresses e.g 20% of one task is completed the first month, and then 50% has been completed the following month.
At this stage, I am only able to apply a 'discount' to alter the amount invoiced (while still maintaining the full contract amount on the invoice as a reference to clients). When doing this, it also marks that task as invoiced and I am unable to further invoice. The only alternative to this, is invoicing for a project amount and still…23 votes -
New invoicing - Ability to archive
Archive invoices that are not paid on time, to avoid depleting stock levels and to still keep a record of what was sent.
1 voteThanks for confirming, Karla. We'll start to feel out the interest of this here. It's not in our direct plans atm, but if there's any plans made we'll be sure to let you know, here.
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Customer Statement - Show links to credit notes
Please can the hyperlinks to Credit Notes appear on the statements of customer accounts? We have so many queries to send credit notes after statements are sent out because there is no hyperlink to it on the statement, time consuming and unnecessary.
5 votes -
Repeating Invoices - Day/Date placeholder option
in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically…
181 votes -
New Invoicing - Change pop up location for message "default contacts have been applied"
Please change the location of the pop up message "default contacts have been applied". When creating a new invoice, the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter data. The pop up box lingers too long and covers the information I need to enter, interfering with the data entry! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes extra steps and takes longer. Data entry is all about efficiency and less steps/clicks..you have created…
1 vote -
Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While we don't have any plans for extending our Shopify integration for this atm, we're watching the votes and support for this through the idea here and will share if there are any plans made.
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Branding - Option to Archive invoice branding themes
Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.
7 votes -
Invoicing - Exempt flag for non-taxable lines
When using the new Avalara auto taxes, the options are now show every line item tax rate, even if it's except. This is not right. Tax Exempt lines should show Exempt, just like they did with the manual tax entry. My clients are confused why every line item shows a rate rate, even if it isn't being taxed. In the business AND accounting world this is not right. Only items that are being taxed should show tax rate.
5 votes -
Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
54 votesHi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.
If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.
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Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you20 votes -
Sales Invoice | Expected Dates - Bulk Update
The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.
The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.
Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.
52 votesHi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
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Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
8 votes -
API - Add quote sending
The Xero API will let you send an invoice by email - https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice
There is no equivalent functionality for Quotes, each needs to be send manually. This endpoint should be added in as well.
18 votesApologies we've not responded here before now, everyone. While we appreciate your interest in enhancing Xero, ideas for our API are best shared in our Developer community. Taking a quick look I can see that a similar idea for this has already been raised and would encourage you to add your vote to this idea where we have a developer team tracking and responding to the ideas for this, there. Thanks
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