1027 results found
-
Multicurrency - Use buy/sell exchange rates instead of mid-rate
Use buy/sell exchange rates instead of mid-rate when generating invoice items from bill items that have been assigned to a customer.
Currently when entering a bill in foreign currency you have ability to assign the expense to a customer.
When generating a corresponding invoice the mid-rate from XE.com is used to convert the bill item FX amount into home currency. The mid-rate is always inherently wrong, as nobody has the ability to buy or sell currency at that rate.
This means that we have to manually find the correct buy exchange rate, do a calculation and then change the amount…
3 votesHi Ashlin, thanks for sharing this idea. We can see how having the option to use buy and sell exchange rates, rather than a mid-market rate, could provide more accurate foreign currency reporting for businesses that transact internationally.
Currently, Xero uses a mid-market exchange rate by default, although you can manually override the exchange rate on individual foreign currency invoices and bills when needed.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular multi-currency workflows or transactions where this has the biggest impact, let us know as those examples help us better understand the feature.
-
New Invoicing - New Invoice button
When creating a number of invoices the new invoice link is hard to find. Instead of a text link have a button for new invoice in the header on the invoicing page
4 votesThanks for raising this Idea with us, we can see the value in having the New Invoice button in a position that is readily available from any part of the invoicing process. We have moved this to Gaining Support so we can track interest, now all you need to do is share with friends and colleagues and get them to vote and comment.
-
Invoices - Reorder payment options
Hi team. Now the new surcharge regulations are enforced, is it possible for Xero to consider more flexibility with Invoice Templates and being able to reorder the payment options. In particular, I would prefer to have my direct deposit payment details above the 'pay online' card options. I have updated my invoice notes to say preferred payment is by direct deposit but it would be more useful for it to be the first option. Thanks so much, Kellie
1 voteHi Kellie, thanks for sharing your idea about reordering payment options on invoices. ✨
Your idea is open for votes, so other Xero users can show their support. The votes help us understand how much interest there is in this request. Please share the idea with anyone else who would find it useful and encourage them to vote.
We’ll keep you updated here if there’s more to share. Thanks again for helping us improve Xero.
-
Invoices | Payment Follow-Ups - Ability to edit email templates
The new payment follow-up feature looks really useful, but the standard email template mentions an online payment link. I don't and will not use online payments, so this line needs to not be in the email. As the whole point of this feature is to smooth the relationship with late payers, the email coming from my organisation needs to be 100% accurate and not refer to services which I don't offer, so the presence of this line makes the whole feature useless to me.
1 voteAppreciate your feedback, Steve. It's good to hear how this feature would be useful to you, if you had more control of the email templates. I've shared this back with our product team and we'll let you know if there are any updates.
For now, we'll get a sense of wider interest for this, here.
-
DOCX - Improve page-break and line item pagination
Hi Xero Team,
It would be helpful if Xero could improve the page-break handling for custom invoice templates.
Currently, when an invoice has multiple line items and the content extends to a second page, Xero may split a single line item across two pages. In some cases, only one word or a small portion of the line item appears on the next page, leaving a large amount of unused space on the previous page.
This makes the invoice look less professional and can make it more difficult for customers to read and understand the invoice.
It would be great if…
1 voteAppreciate you bringing this to the community. We understand the request for improved line-item pagination in custom DOCX templates, so descriptions and rows stay together where possible.
This could reduce the need to adjust templates manually to achieve a clean PDF layout.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would help your invoicing workflow.
-
Email Templates - Add Invoice Date placeholder
Ability to add [Invoice Date] or [week ended] date to email subject in template. Client wants to be able to email a weekly invoice to his client without repetitive processing. This would allow the client to simply add the number of units each week and everything else be handled automatically.
1 voteThanks for bringing this suggestion to the community. We understand the request to include date-based placeholders in invoice email subjects so customers can quickly identify the relevant billing period.
We’ve updated this idea to Gaining Support so we can continue gathering feedback. Add your vote if this would improve your workflow.
-
Invoice Reminders - Toggle invoice reminders off by default for new organizations
Don't have invoice reminders turned on automatically.
Would be good if the invoice reminders had to be turned on manually as many clients start invoicing from Xero and don't realise they need to turn this function off if they are not going to reconcile their transactions daily. Also having the first option as 1 day overdue causes a lot of stress for customers if they have paid but Xero hasn't been reconciled or the reminders turned off.1 voteThanks for raising this suggestion. Having invoice reminders disabled by default, or allowing businesses to choose their initial reminder timing during setup, could help avoid unexpected emails to customers.
For now, you can manage this under Invoice Settings > Invoice Reminders, where you can turn reminders off or adjust the overdue trigger days.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know what defaults would work best for your business.
-
Invoicing - Ability to add multiple contacts or party details to sales invoices
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the jobAt the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add…
1 voteThanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
-
Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
14 votesHi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
-
Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
…
1 voteAppreciate you raising this, Catrina. We understand the request for PDF/A-compliant invoices to meet the ISO 19005 requirements.
I’ve moved this to Gaining Support so we can continue gathering feedback. Could you confirm whether this is specifically for invoices being sent to your larger corporate customers? If there’s another area of Xero where you need PDF/A support, please share a bit more detail about where this applies.
-
Invoices - Bulk import | Allow to import Contact Default Dates
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
6 votesHi John, 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. Cheers
-
XPM - Add “Assigned Staff” Tab to Invoices
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 clientHaving the ability to assign up to 4–5…
5 votes✨ Hi everyone,
Thanks for sharing your feedback on this idea and explaining how assigning staff to invoices created in Xero Practice Manager would help improve workflow visibility and accountability through the billing process.
We can see the value in having a clearer way to show ownership during invoicing, especially where different team members are involved in preparing, reviewing, and following up on invoices.
We’re moving this idea to Gaining support so others in the community can vote and share how this would help their practice too. The more detail we have on how this would improve day-to-day workflows, the better we can understand the broader impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
-
Awaiting payment
Ability to view bills awaiting payments by suppliers, aka a list of suppliers and total of invoices awaiting payment within date range, rather than a list of the bills themselves which can carry over several pages making bulk payments more complicated.
1 voteHi Jack, it sounds like the Payable Invoice Summary, or Aged Payables Summary reports would meet your needs here?
Both these reports can be adapted with filters and grouping.
Or can you share a little more information on your needs and steps you'd take from this view?
-
New Invoicing - Option to switch Autosave off
I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
Are we able to turn off the auto save function in new invoicing?483 votesHi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
-
Xero Accounting App - Pre-set invoice with items
I run a small food wholesale business and deliver to 30 stores per week. At each stop we determine what the store needs and what products are being returned as credits. Please let us create a reusable invoice in the Xero mobile app with our saved products and prices already as line items. The delivery driver could select the store, enter the quantities delivered, record credits and send the invoice to email or to mobile printer showing one net amount due. Right now the driver would have to add the same six products individually at every stop and cannot create…
1 voteThanks for sharing this idea, Jacob. We understand the request for preset invoice line items in the Xero Accounting app. This feature could make invoicing faster for delivery drivers who need to process orders on the go.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like preset items to work.
Regarding your idea on creating and applying credit note from the app, I've found a similar idea suggesting this and added your vote there.
-
Invoices - Option to set date for all transaction entry
I would like to be able to change the overall system date from the current date to a date of my choosing, providing it is after the lock date. I was a long term Sage user and there I had the option to select a 'system date' so that if I had many transactions to post on a certain date I would not have to change that manually each time. For example today's date is July 15th, but I have credit notes to post all dated June 30th, so why can't I change the system date to June 30th? We…
1 voteThanks for highlighting this improvement.
Having the option to set a session date for transactions entry could make the process quicker by applying the same date to multiple entries. At the moment, you can consider importing the credit notes in bulk instead.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
-
Permissions - Allow users with the 'invoice only' permission to print
The software shouldn't be restricting printing of a draft invoice at any stage of the process nor user settings.
Printing of draft invoice (even not finalized) is needed for documentation and accountability purposes!
Drafts only user cannot do this at the moment.Every company and with any software I have worked so far, printing is allowed and expected to be done, as a proof of work done, back up of what was submitted etc.
In our company we have more than one person workng on the same draft invoice.
How can I can prove that I have done my job…5 votesThanks for sharing your idea, and letting us know how allowing users with the invoice only user role to print could improve your workflow.
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.
-
Subscriptions - Name of organisation for each direct debit on the bank statement line
When direct debit Xero subscription invoices, would be good if Organisation's name for each direct debit occurs, as having scenario of multiple organisations subscribed with direct debit from same account.
Understand we can open the invoice and allocate accordingly, however saves time if the bank transaction line indicates the Organisation name.1 voteThanks for sharing this idea, and for sharing that by showing the organisation name on each direct debit could make it easier to identify subscription payments when you manage multiple organisations from one bank account.
We'll open the idea up for votes and comments so others in the community can share their thoughts. Feel free to share it with colleagues who'd also like to see this, so we can get a sense of the interest from the community✨
-
Invoice Online Payments vs. Brand Template
The Brand Template might still have some unwanted online payment option present even when the individual invoice has all online payment methods removed. This has led to serious confusion with our Direct Debit / retained clients, who receive Repeat Invoices and felt obliged to pay manually all of a sudden on their monthly invoice.
This is further problematic because there's no email previou option for Repeat Invoices.
When online payments are disabled on an individual invoice, the brand template needs to mirror that behaviour without fail.
1 voteThanks for bringing this to our attention. When a payment service is selected in the branding theme, it can still appear on the invoice even after it’s removed from the individual invoice. Your idea is now open for the community to vote and comment on. For now, we’d like to get a sense of the support for this from the community. 👍
-
Invoices - Adjust margin and header spacing controls within Standard invoice templates
Move the entire template up so the "Bill To", Logo and "Company Info are on the same rows.
There is too much wasted space up top and could be used for more line itemsOr
Add an option to crunch the line items with none, single or double line spacing between each item listed.
4 votesThanks for raising this, Kirk. We understand that having more control over invoice layouts can help keep customer-facing documents looking clean and professional.
The suggestion is to add margin and spacing controls to Standard invoice templates, making it easier to adjust the layout to align the logo with address and company information.
For now, Advanced DOCX templates can be used when you need more flexibility over formatting. We’ve moved this idea along to continue tracking interest.
- Don't see your idea?