Invoices & quotes

1113 results found

1. Cash flow forecast using Quotes vs Purchase Orders

   Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?

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   1 comment  ·  delete…  ·  Admin →
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   submitted  ·  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. 🙂

2. Credit notes - Preview before saving as Draft.

   We would like the ability to preview the Credit Note BEFORE saving it as a Draft.

   Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.

   Instead, we would like an option where we're able to view a preview when creating the Credit Note.

   Purpose: To be review the Credit Note for mistakes before officially saving it.

   Thank you!

   4 votes

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Lina! Thanks for sharing your idea we appreciate the need to preview your credit note before it is saved. 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.

3. Invoice Reminder - Templates to apply to specific customers

   Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can default which project tracking new invoices are assigned can we have an invoice reminder ie none, 3 days, 7 days etc

   Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can… more

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   submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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4. delivery address on invoice

   Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to an invoice? This is 2026, you really should be better than this by now.

   Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to… more

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   submitted  ·  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. 🙂

5. e-Invoicing : Support France legislation

   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.

   13 votes

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   13 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   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.

6. Allow users to disable the new Bills split-screen layout and hide Xero bill payment promotion

   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 specific one. The side panel adds visual noise and makes the interface more cluttered than it needs to be.

   This design also creates real workflow problems. I work on a large widescreen monitor with multiple applications open at the same time. The new layout forces the Xero window to be significantly wider just to make the interface usable. That disrupts an efficient multi-window workflow and makes it harder to work quickly.

   Even more frustrating is the constant promotion of Xero’s bill payment service. Many businesses, including ours, do not use this feature and have no intention of using it. Our payments are handled through methods such as Zelle, ACH, checks, Cash App, Venmo, and e-checks so we can pay vendors immediately when needed. We do not need a third-party payment service inserted into our workflow, especially one that adds additional costs.

   What used to be a simple process of opening a bill and recording a payment now involves navigating through extra interface elements and promotional prompts that are not relevant to how we operate.

   In fact, since this new layout was introduced, our team has had more incorrect entries in the past week than we have had in years. The screen has become busier, the correct action is harder to locate quickly, and it slows down work that used to take seconds.

   The most frustrating part is that the simplicity of Xero was the exact reason many of us chose it over QuickBooks in the first place. If Xero continues moving in this direction and overcomplicating the interface, it removes the main advantage the platform once had.

   At the very least, users should have the option to control this behavior.

   Requested solution

   Please add the following options:

   • A toggle to disable the Bills split-screen layout and open bills in a full-page view
   • A setting to hide or disable the Xero bill payments section for organizations that do not use the feature

   Businesses should be able to choose the workflow that best fits their operations.

   I want to be very clear about this. If these issues cannot be resolved and users are forced to work with this new interface permanently, we will be moving our accounting back to QuickBooks. That is not something I want to do after more than a decade with Xero, but the current changes are making the software significantly harder to use than it used to be.

   It would be extremely disappointing to leave a platform that we have recommended to so many others, but usability and workflow efficiency matter.

   If other long-time users feel the same way, please vote for this idea so Xero can prioritize fixing the Bills interface and restoring the simplicity that made the platform great.

   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… more

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   1 comment  ·  Payment services  ·  delete…  ·  Admin →
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   submitted  ·  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. 🙂

7. Attaching photos

   Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  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. 🙂

8. Cashflow Manager

   Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.

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   submitted  ·  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. 🙂

9. Add “Assigned Staff” Tab to Invoices in XPM

   Add “Assigned Staff” Tab to Invoices in XPM.

   We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

   Currently, when an invoice is open, there are three tabs available:
   Information, Notes & History.

   We propose adding a fourth tab titled “Assigned Staff.”

   Invoice workflow typically moves through several stages:
   1. Staff member creates the bill
   2. Manager reviews and approves
   3. Director reviews and approves
   4. Admin completes final processing and sends to the client

   Having the ability to assign up to 4–5 staff members directly to an invoice would:
   1. Clearly show who is responsible at each stage
   2. Improve efficiency and reduce bottlenecks
   3. Provide quick visibility of where the invoice is in the workflow
   4. Reduce reliance on notes or external tracking systems

   By adding a new “Assigned Staff” tab within the invoice screen and ability to select staff from the existing Staff list (similar to other areas within XPM) would be beneficial.

   An option to tick/select multiple staff members (up to 4–5)

   A status tick box next to each assigned staff member to indicate when their part of the process has been finalised or a drop down for a status selection of (not started, started, review, final review, approved).

   Additional filters within the Invoice Manager to filter by Assigned Staff and Status (including status per staff member)

   This feature would significantly improve workflow tracking and internal communication, especially for firms with multi-level approval processes and firms with remote workers.

   Add “Assigned Staff” Tab to Invoices in XPM.

   We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

   Currently, when an invoice is open, there are three tabs available:
   Information, Notes & History.

   We propose adding a fourth tab titled “Assigned Staff.”

   Invoice workflow typically moves through several stages:
   1. Staff member creates the bill
   2. Manager reviews and approves
   3. Director reviews and approves
   4. Admin completes final processing and sends to the client

   Having the ability to assign up to 4–5… more

   2 votes

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

10. Send credit notes via Xero to Xero network

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

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

    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. approval of quotes

    There is no facility in Xero to send a quote to a supervisor for approval prior to sending to the customer. It is essential the amount quoted to the customer is correct. I can submit invoices, bills and purchase orders but not quotes. Why not?

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    0 comments  ·  Quoting  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

12. Enter expected date for multiple invoices at once

    When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.

    IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.

    At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.

    2 votes

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

13. Invoices - Commercial invoices for freight

    Allow function to support the generation of Customs Invoices including dimensions of packages, HS codes and Country of origin.

    See here

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea We appreciate you outlining how commercial invoices could help support international shipping.

    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.

14. Once off clients

    In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.

    The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.

    These transactions typically involve:

    once-off customers

    minimal customer details

    immediate payment on collection

    no expectation of repeat business

    The business must provide proof of payment at handover while maintaining proper accounting records.

    With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or receipt tailored to ad-hoc customers would be highly beneficial.

    Suggested functionality:

    Generate a compliant invoice/receipt without creating a permanent customer record

    Allow classification such as “Walk-in Customer” or “Cash Sale”

    Automatically reflect payment received on the document

    Produce a clear proof-of-payment document suitable for audit and future e-invoicing requirements

    This capability would support small custom manufacturers and service providers who operate outside traditional POS environments while maintaining compliance and efficient recordkeeping

    In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.

    The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.

    These transactions typically involve:

    once-off customers

    minimal customer details

    immediate payment on collection

    no expectation of repeat business

    The business must provide proof of payment at handover while maintaining proper accounting records.

    With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or… more

    3 votes

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

    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 🙂

15. title of quote to be transferred onto invoice but furthermore title to be available in invoice list as it is with quotes......

    This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job I either have to open up or get out my separate list and cross reference the invoice number against the descriptions on that list or open each invoice in turn to see what it covers.......

    Quote list page automatically shows the job description under the clients name however the invoice list just shows the clients name - the job description shown in the same way would be very handy

    Surely there's a simple way of displaying the invoices in the same manner as the quotes show??

    This falls under the same scope as a previous request however copying and pasting the title/description into the first line of the invoice however time consuming covers getting this information to the client however it doesn't show any details within the software itself???

    This makes identifying an invoice from a job to job perspective very difficult without keeping this separate list which seems pointless considering the availability of the information being requested on the document and the list page is available on the quotes side of things

    Ideal outcome is the addition of a title to the invoicing side of things and a title column being added to the invoice list page......

    Originally responded to by Kelly Munro however the comments have been closed on a previous request

    This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job… more

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

16. Add a quick button to go back to invoices especially after posting a payment or while reconciling

    Add a quick button to go back to invoices especially after posting a payment or while reconciling. Invoices are the thing I use most and reference most but I have to go through like three steps to get back to where i was.

    2 votes

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

17. Invoicing - Add Expected Invoice Payment Date within Invoice

    Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.

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    submitted  ·  27 comments  ·  Invoicing  ·  delete…  ·  Admin →
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18. whatsapp

    Email is now so over used, that generating sales invoices and sending via email is so ineffective. Can we have a way to send them at point of creation via whatsapp. I am having to follow up our invoices by whatsapp, as so few are actually seen by clients amongst the ton of junk email everyone now gets. It is so labour intensive. (Generating SMS would be useful too)
    THIS IS ULTRA URGENT

    3 votes

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

    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 🙂

19. 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????

    2 votes

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate 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.

20. Sales Invoice - Ability to enter new contact first/last name from an invoice

    When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.

    15 votes

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

    Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?