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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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1100 results found

  1. Increase upload file storage capacity to attach PDF and Excel Spreadsheet together with the invoice.

    1 vote

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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. 🙂

  2. Currently, in order to send multiple invoices at once, each invoice has it's own email address box to enter the recipient's email, there is no selection available to send multiple invoices to a custom email address in one click.

    This would be most helpful, especially when multiple invoices are required to go to a different email address (from the default contact email). At the moment this means entering a different email into each individual address box, even if this means entering the same email up to 50 times for each invoice selected.

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Thank you for sharing your vision and highlighting the changes that matter most to you.


    Your idea has been reviewed and is now live for the community to rally behind! To give it the best chance of success, be sure to share it with colleagues so they can add their votes.


    We’re excited to see the community use the comments to explain how this update would level up their Xero experience

  3. When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hi Mike 🌟 Thanks for sharing this idea. We appreciate you explaining how streamlined navigation could help when processing multiple customer remittance advices. Your idea has moved to Gaining Support, meaning the community team have reviewed it and it's open for votes and comments. This is a great opportunity for others experiencing similar workflow challenges to add their votes and perspectives. We encourage you to share this idea with your network to help build momentum!!

  4. We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function.
    Some government clients will ONLY accept eInvoices from Jan-27.
    BUT these government clients require a separate field to be added to the invoice header so that their system can recognise the invoice and link it to their purchase order.

    We are unable to comply as we alreadyusetheReferencefieldforINTERNALpurposes.

    If we could add an internal reference field that can be seen on the Contact card's Activity section in the same way the Reference…

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hi Jo, thanks for sharing this idea. We appreciate you explaining how dual reference fields could help meet government client requirements, especially with the January 2027 eInvoicing mandate approaching. After reviewing this with our product team, we've moved this idea to Not in pipeline, which means the product team have reviewed the idea and it isn't on the foreseeable roadmap. The idea remains open for votes, so we encourage the community to continue supporting it if this impacts their business. We'll keep monitoring feedback from the community on this topic.

  5. Currently I can sort my draft invoices by "To" which seems to then default to "Number" as a second level. I have multiple invoices for the one client each month and it would be great if I could sort by "Ref" then sort by "To" and the "Ref" would remain the second level field, instead of "Number."

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hi Simone 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. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. The best way to work around this at the moment is to search the contact name on the search field in Draft invoices and then use the sort filter for the references.

  6. Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...

    Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.

    We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...

    That would help a lot, as…

    15 votes

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     ·  4 comments  ·  Invoicing  ·  Admin →
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  7. I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.

    21 votes

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    12 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.

    As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.

    The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.

  8. Hubdoc App. needs the ability to allocate chart of accounts to the bill when uploading rather than always having to do this on the web platform

    1 vote

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    0 comments  ·  Payment services  ·  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. 🙂

  9. Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Thank you for submitting your valuable idea and specifying the critical changes you need.

    We have completed our internal review of your submission. It is now live and awaiting community support.

    Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.

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    0 votes

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    0 comments  ·  Quoting  ·  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. 🙂

  11. e-invoicing notification

    It would be great if we could get some kind of notification when an e-invoice was received into draft. Without going into our process, not knowing when a e-invoice was received will cause delays in processing as well as paying it.

    40 votes

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  12. As with invoices could you add this function to quotes as well to make things easier

    13 votes

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     ·  0 comments  ·  Quoting  ·  Admin →
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  13. From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.

    We need this functionality setting up as a matter of urgency.

    39 votes

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    Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.

    The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."

    Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…

  14. Logging into xero is very annoying because everytime it asks for 2FA code even for trusted devices. It doesnt remember the device even when we press trust device

    1 vote

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    0 comments  ·  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. 🙂

  15. Allow invoices to be paid VIA Zelle. Some business bank accounts hook directly to zelle, they don't have any fees like stripe, etc. I prefer to get paid VIA Zelle so I can keep more of the money I earned.

    1 vote

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    0 comments  ·  Payment services  ·  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. 🙂

  16. You are currently able to build a zap to create an invoice and add items to the invoice. It would be useful if we could build zaps to both create and add items to a quote as well.

    1 vote

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    0 comments  ·  Quoting  ·  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. 🙂

  17. Retain the This Make manual tax adjustments from the invoice subtotal in New Invoicing. This is a feature that I use as I have to import sales figures from an external program and the VAT figure is different by a small amount But I don't want to have to alter each line on the invoice.

    52 votes

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    14 comments  ·  Invoicing  ·  Admin →
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    Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.

  18. 'Comma' to be displayed in 'Qty' column automatically when generating invoices (better view of invoices to the reader)

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    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. 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.

  19. When printing a PDF the file opens in a new tab so it can be printed instead of downloading the file. Xero downloads the PDF to file when the "Print PDF" button is clicked creating file clutter and unnecessary steps to print a PDF. It would be useful if the PDF opened in a new tab and could be printed immediately without downloading the file first like other accounting software does. This will save time and clutter in files.

    2 votes

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    Thank you for your suggestion to have PDFs open in a new tab or preview window for easier printing.

    Currently, as you know, Xero downloads PDFs directly to your device before you can print them. While we’ve looked into opening PDFs in a new tab, there are challenges like browser pop-up blockers and security concerns that make this difficult to support smoothly for everyone.

    At this stage, there are no plans to change the current process. However, your feedback is valued, and you can continue to share your thoughts and support for this idea on our product ideas page.

    🙂

  20. When searching if an item code exists in the item column when in bill entry, the drop down minimises to "+NEW ITEM" - ideal if the code you have already typed (i.e) the new on to be set up, can be automatically copied into the new item set up pop out. Additionally it would be fantastic if the what is typed into the item name and be replicated in the purchase description box, if overtyped - currently it replicates, however if you then change the text in the item name it does not change in the purchase description box

    1 vote

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    0 comments  ·  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. 🙂

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