Invoices & quotes

1068 results found

1. Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice

   To make the credit card fee or online payment fee visible in the invoice.

   Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

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   17 comments  ·  Payment services  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
   • Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer

   We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up… more

2. setting your organisation to show all invoices and bills upon creation by either VAT inclusive or Exclusive

   I'd like to be able to select at Organisation level how you view your invoices and bills as a general rule across the system. Somehow as inclusive and some show exclusive however, you should be able to set the choice at company/organisation level so it's the same across the whole system.

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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. 🙂

3. customer Account to list transactions with both Gross and Net amounts

   I'd like to see both the VAT inclusive and exclusive values listed in the transactions list shown in a clients account. Some clients discuss VAT exclusive figures and others inclusive, so it would be much easier to have the selection to show both values side by side, especially if you're looking for something by value.

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   0 comments  ·  Invoicing  ·  Edit…  ·  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. 🙂

4. Allow a path to follow an overpayment to its original transaction.

   Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.

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   0 comments  ·  Invoicing  ·  Edit…  ·  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. 🙂

5. Adding COLOR to the Xero Invoice

   Ability to customize colors in Xero. Such as adding a colorful swoosh across the top and/or bottom of the invoice. This is visually appealing and would make Xero stand out amongst the rest.
   Other ideas could include a customizable border also.

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   0 comments  ·  Invoicing  ·  Edit…  ·  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. 🙂

6. Allow prepayments to be posted to Accounts Payable not just the Bank lines so it can be included in a Batch Payment form Xero

   Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also help greatly with Pro-Forma invoices received.

   Once the invoice is received would be applied against the pre-payment as per normal.

   Either that or find a way for Approval Max to do this (Pro-Forma/Prepayment option) so audit trails can still be followed for both the payment and invoice.

   Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also… more

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   0 comments  ·  Invoicing  ·  Edit…  ·  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. record payment

   When recording payments against invoices, it would be really helpful to allow multiple payment lines within the “Record Payment” entry section. At the moment, only one payment method can be entered at a time.

   For transactions split across multiple accounts, such as EFTPOS, cash, and gift cards, we’re forced to reopen the same invoice repeatedly to record each payment separately. Allowing multiple lines in one entry would streamline the process and make reconciliation much more efficient.

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   0 comments  ·  Invoicing  ·  Edit…  ·  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. Advanced Repeating Invoices / Scheduled Invoice Variations

   I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.

   Current Problem

   Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:

   • Annual renewals
   • Membership fees
   • Licence renewals
   • Maintenance charges
   • Contract uplifts
   • Seasonal charges
   • One-off setup/project fees

   Currently in Xero this usually requires:

   • multiple repeating invoices,
   • separate one-off invoices,
   • or manually editing invoices each month.

   This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly with a single invoice.

   Example
   - Jan Monthly Service Plan = $1,000
   - Feb Monthly Service Plan = $1,000
   - Mar Monthly Service Plan + Annual Renewal = $1,125
   - Apr Monthly Service Plan = $1,000
   - Dec Monthly Service Plan + Yearly Fee = $1,600

   Instead of:

   • generating separate invoices,
   • manually copying line items,
   • deleting duplicate recurring invoices,
   • or chasing payment for secondary invoices.

   Proposed Feature

   Allow repeating invoices to support scheduled future modifications within the same recurring invoice template.

   Examples:

   • Add/remove/edit line items on specific future invoices
   • Add charges every X months (e.g. every 12 months)
   • Apply future price increases/decreases
   • Preview future invoices and totals

   Suggested Interface

   A timeline or future invoice schedule where users can:

   • expand future months/invoices,
   • modify specific future invoice instances,
   • create recurring billing rules,
   • and preview projected invoice totals.

   Example:

   • Modify invoice #6 only
   • Add “Annual Renewal” every 12 invoices
   • Increase monthly fee from invoice #13 onward

   Benefits

   • Reduces manual admin
   • Keeps autopay/direct debit workflows intact
   • Prevents duplicate invoices
   • Reduces missed billing
   • Improves customer experience
   • Supports real-world service agreements more accurately
   • Gives better visibility into future revenue

   Businesses This Would Help

   This would benefit many industries including:

   • Subscription businesses
   • Agencies
   • Accounting firms
   • Professional services
   • Maintenance/service contract businesses
   • Consulting firms
   • Membership-based businesses

   Recurring invoices in real businesses are rarely static forever, and having flexible recurring invoice logic built into Xero would solve a major operational pain point.

   I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.

   Current Problem

   Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:

   • Annual renewals
   • Membership fees
   • Licence renewals
   • Maintenance charges
   • Contract uplifts
   • Seasonal charges
   • One-off setup/project fees

   Currently in Xero this usually requires:

   • multiple repeating invoices,
   • separate one-off invoices,
   • or manually editing invoices each month.

   This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly… more

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   0 comments  ·  Invoicing  ·  Edit…  ·  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. 🙂