1001 results found
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Invoicing - Ability to copy & paste from invoice preview
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head in.
2 votesHi Mark, thanks for all the detail you've shared with our Xero Support team surrounding the invoice preview and drag & drop within invoices.
I see you've already voted for the idea around drag & drop within invoicing and if there are any updates for this we'll share with you there.
I'll also re-open your idea here so we can get a better sense of the wider interest in being able to copy & paste contents from the invoice preview. We'll make sure to let you know here if there's any progress.
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Invoicing - Fields for Job dates
invoices need dates adding , date of work carried out / on hire - off hire dates , the invoices currently only show the invoice date with no other dates added unless doing manually . we have had to stop sending our invoices from xero as customers need dates to match jobs so have had to revert to our old system just for invoicing , surely this could be added
6 votesThanks for sharing your feedback on this idea and explaining how important it is for your invoicing workflow 🙂
We understand that only showing the invoice date can create extra manual work, especially when your customers need to see the date work was carried out, or on-hire and off-hire dates that match the job. Having to add these dates manually, or use a separate system just for invoicing, adds unnecessary time and complexity.
We’ve reviewed this idea and moved it to Gaining Support so other customers can vote and add their comments.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
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Sales - Restore deleted invoice
I would like the ability to restore voided / deleted invoices and bills. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.
6 votesThanks again for creating separate ideas for Bills and Invoices, Jenn.
This isn't in our pipeline, but we'll get a better sense of the wider interest for this from the community here.
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Invoicing - Company Name populating address field
Please can you make it when invoicing a client their company name is auto-filled on invoices. Currently you have to manually add the company name to the contact address field. Or it does not come up on the invoices. Really annoying. Xero already has the company names, but you have to add it again to the address field.
2 votes✨ Thanks so much for sharing this idea with the Xero community and for letting us know what your needs are in Xero. This idea is currently open for votes and comments. Please continue to share your feedback and add your vote, as this helps us understand how useful this improvement would be for other customers too.
We'll keep a pulse on the interest this idea receives and share if there are any updates.
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Contact Search - Name suggestion if misspelled
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.
6 votesThanks 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 🙂.
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I have just had my first experience with issuing an Invoice following the new Xero invoice formatting.
I have just had my first experience of issuing several Invoices following the new Xero invoice formatting. For context, this is the first time ever, in 7-years of business, that clients have actually picked up the phone and expressed disappointment in the formatting of my invoices. Xero, it really is not great, when clients feel the need to phone me up to express concern...
The invoice layout is really quite poorly constructed, and feels like it assumes that Xero customers are typically working in E-Commerce, and, dare I say it, on the other side of the Atlantic. I write this…
2 votesHi 👋 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 🙂
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Invoicing | Inventory - Auto update sales price
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
10 votesThanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
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Branding theme template - display of currency
Invoice template - option to have EUR or € rather than EUR€. If this needs to be EUR€, it would look more professional to have a space e.g. EUR €.
1 voteHi 👋 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 🙂
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Combine Tasks in invoicing from Projects so they all remain 'Invoiced"
Projects Invoicing
I would like to be able to select specific tasks in a date period only and then transfer to an invoice combined so that they are all marked as "Invoiced" still in Projects.
At the moment you would have to do a Project Amount Invoice which pulls all the time and expenses into that invoice, which we dont do. We only invoice a specific time frame.
But when we delete task in the invoice to consolidate to "Services" it removes the invoiced status and some items get charged twice.
I would like the option when you select invoice…
2 votesAppreciate you raising this. Being able to combine project task lines on an invoice without changing their invoiced status could make it easier to present cleaner invoices while keeping project records accurate.
We've moved this idea to Gaining Support so we can keep gathering feedback. If possible, we'd encourage you to elaborate more on your ideas to make it clear to our community that's voting.
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Quotes - Add a created by column in Quotes list view
Ability to add Created by column
3 votesThanks for highlighting this suggestion, John. We understand the request to show the user who created each quote directly in the Quotes list view, rather than opening individual quotes to check.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could be useful, add your vote and let us know.
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Allow merchants to restrict card types and international cards for Stripe payments
Australian businesses using Stripe payments through Xero need greater control over which cards they accept.
Currently Xero allows us to enable or disable “Card” payments, including at individual invoice level, but does not allow merchants to restrict card payments by card network or country of issue.
We would like the ability to:
- Accept Australian-issued Visa and Mastercard
- Disable American Express
- Disable international-issued Visa and Mastercard
- Disable other higher-cost card networks where required
- Apply these controls as organisation defaults, while retaining invoice-level Card on/off controls
This has become particularly important following the removal of card surcharging…2 votesHi 👋 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 🙂
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When billing in Xero, is there any control that can be put in place to make sure that the branding theme currency matches the invoice curren
When billing in Xero, is there any control that can be put in place to make sure that the branding theme currency matches the invoice currency?
2 votesHi 👋 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 🙂
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Statements - ability to set default to Activity or Outstanding
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
17 votesHi 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.
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Bills - Approval workflow based on account codes
We need the desktop app to support a bill approval workflow. Ideally, I’d be able to submit an invoice for approval, with it then routing automatically to different approvers depending on the nominal code. Once approved, it should post straight through to the ledger.
5 votesHi team, thanks for the feedback about how routing bills based on account code would be helpful in sending bills to the right user.
At present, we’re working on a bill approval workflow that'll support rules based on GL account code, alongside amount, supplier and submitter.
Matching bills can then move through selected user approval steps, with email alerts and a record of the decision kept against the bill, helping to reduce manual sorting and so your teams can keep the approval process in Xero instead of relying on separate lists or email chains.
Posting and accounting treatment will still follow the normal bill process once the required approval is complete. I’ll update again as this feature begins to roll out.
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Invoice - Support macron character for Māori words
Kia ora,
I live and operate in New Zealand, where Xero was first created. With living in New Zealand, we use a lot of Māori words in our everyday lives.
That said, I just created a quote for an upcoming photoshoot which is going to be held in a town in the Bay of Plenty called Ōmokoroa. But fortunately, the marcon that appears above the Ō turns into an L when the quote is exported. Can you please let the development team know about this issue please?
3 votesAppreciate you raising this, Caleb. Supporting macrons consistently throughout Xero could help ensure names and other information are recorded accurately.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep the team updated on the interest and use cases shared here as they consider future improvements.
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Invoices - Add Delivery due date
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.
8 votesHi 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
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Quotes - Ability to Schedule date and times quotes are sent
Schedule date and times quotes can be sent out.
3 votesThanks for sharing how you'd like to see the recent feature we've introduced in invoices expanded to quotes, Jonathan. Understand wanting more control and professionalism of transactions you're sending from Xero.
We'll be sure to share if there are plans made to implement this feature for quotes too.
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Invoice | Email Settings - Option to hide Amount Due, Due Date, and Invoice Number from invoice email templates
Sales Invoice Emails sent - Remove Amount Due, Due Date, Invoice Number under the logo. For ecommerce sales invoices where customers have already paid when the order is placed online, I'd like to be able to email them an invoice with just the company logo. Having the zero dollars and due date there is confusing for my customers.
1 voteThanks for bringing this to the community. We understand the request for an option to remove the Amount Due, Due Date and Invoice Number from the invoice email.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the email template to work.
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
3 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Invoicing - Ability to link multiple contacts to a single invoice
It would be great to be able to select certain contacts for certain invoices.
We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.
Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no…
3 votesHi Zoe, thanks for bringing this idea to the community. Linking multiple contacts to an invoice could help make sure the right people receive the invoices and reminders.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the contact selection to work? Your input could help shape the approach that would be most useful.
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