1017 results found
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Customer Statement - Total payments
Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.
38 votes -
New invoicing | Send - Remove invoice amount from email
Please remove the invoice amount from the "New Invoicing"
This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.
56 votes -
Invoicing - Approve, Email and View Next
When invoicing, it would be useful to have an “Approve, Email, and View Next” button. This feature would streamline the process of reviewing and sending multiple invoices, especially when handling large batches.
5 votesThank you for submitting your suggestion and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help gain traction, we encourage you to share this with any colleagues who might benefit so they can cast their votes. Additionally, other members can now leave comments to explain how this feature would improve their Xero experience.
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Email Settings - Remove or be able to edit company emails from email content
The function already exists to have assorted branding and (if you remember) you can send from different email addresses. This falls down (in my scenario) as i have two companies using the same Xero package but have to download quotes, invoices and statements to send from my desktop email account, as the email template has none editable company details and we cannot obviously send invoices when the email is branded with a competitor.
1 voteHi Jacqueline 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.
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Backdated payment warning - Ability to turn warning on or off
Ability to turn off / toggle the warning for
"The invoice was raised after the payment you are reconciling to"
Alot of my invoices are dated after the payment date for whatever reason. It would be create to have a choice whether to receive this warning or not.
2 votesHi Dylan, 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, please feel free to share this with friends and colleagues who might benefit from this feature. Cheers
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Xero Subscription invoices - Remove $0 balance amount
Why are the subscription invoices we receive from Xero now being issued with a $0 balance? We are having to manually edit or delete the pre‑populated payment line in order to reconcile the actual payment against the invoice. The pre‑paid negative line is unnecessary and creates avoidable double handling.
The same issue is occurring with client invoices where credits or overpayments exist. Xero has started adding a pre‑paid negative line to these invoices when they are sent. This process is impractical and will create further problems, as clients will not apply overpayments themselves. This results in additional corrective work for…3 votesHi Kelly, 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! Cheers
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Sales invoice - Choose where to save pdf when downloading
I would like to be able to 'print' or 'save' a pdf invoice to a folder of my choosing rather than to the default 'downloads'
Currently ALL downloaded items from the internet are placed in 'downloads' so I need to move the invoice pdf to my chosen folder. It would be a excellent time saver if I could choose my own folder to save to, and have it use this chosen folder each time.I believe it is a software bug to rely on the default settings of the users browser to determine where files are saved to.
8 votesThanks for sharing, Jane.
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!
We don't have any plans for this right now, but we'll track the interest from your idea here.
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Sales Overview - Add Valuation document
It would be most helpful to have a valuation format ( which for my construction business sits between the ( Quotation & invoicing documents that Xero have delivered perfectly)
This would require a % of the line item “ as defined in the quotation document” this value / % would increase as the project progressed.
Is this something that could be accommodated?? For a 50 something builder with limited I.T experience Xero has proven to be user friendly and very efficient tool. Thank you!!! The perfect tool would include the above Valuation document.1 voteThanks for sharing your idea Brett, and letting us know the changes that matter most for you. We are pleased to hear that you're loving Xero so far. While this is currently not possible we've opened this idea up to the community to add their support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! In the meantime, you might be interested in checking out our connected apps page via the Xero App Store which might have an app that supports the construction functionality you wish to see.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Increase Storage Capacity to upload files to transactions
Increase upload file storage capacity to attach PDF and Excel Spreadsheet together with the invoice.
2 votesThanks for sharing this idea. 🌟 At the moment, Xero does support attaching multiple files, but each individual file needs to be under 25MB.
So this limit applies per file, rather than as one total cap across all files uploaded through the common file uploader.
We understand why larger file support would be helpful, and we’ll leave this idea here so the team can continue to gauge interest and demand for changes in this area.
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Invoices - Add payments from the invoice overview
If we could have a receipting screen where we don't have to go into every invoice to receive money would be great.It would save us valuable time
3 votesThanks for sharing this idea about streamlining payment receipting. We appreciate you explaining how a receipting screen at the invoice overview level could help save time in 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.
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Invoicing - Update contact with email used when sending
Under the old invoicing, when an invoice was emailed to a client for the first time, the email address used for that first invoice automatically populated the Contact card's email address at the time the invoice was sent.
This meant that if the invoice was unpaid, the reminder would be able to go to the same person who received the invoice.
However the new invoicing doesn't automatically populate the Contact's email address.
This means an extra step is needed to ensure the Contact card is updated.
If this step isn't taken, then the automated reminders don't go out.
Automation is…15 votesThanks for sharing your thoughts and adding your vote to this idea! We totally get how important it is to keep your customer contact info accurate and up to date. An automatic update feature through invoicing sounds like a great way to save you some valuable time.
Right now, if you send an invoice to an email that’s not already linked to a contact, you’ll need to add that email manually in Xero. The current setup is designed to be flexible so you can send invoices to multiple emails without changing the contact record. But we can definitely see how this feature would speed things up for you.
This idea is now in the “Gaining Support” phase, which means it’s open for votes and comments. We’re keeping an eye on how much interest it gets from the community. Your vote really helps us understand how much this feature matters to…
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Invoice payments - Only offer ACH (not credit card)
I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.
9 votesThanks for letting us know what you're tried, Roland.
We appreciate you taking your time to share changes that would be most meaningful to you.
If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.
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Invoicing - Remove credit card logos from invoice PDF
For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.
15 votes -
Stripe - Exclude Surcharge from Stripe Fee Calculation
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
9 votesHi community, we appreciate your feedback however upon reviewing this idea we're going to shift this to Not in pipeline as this is not something we can control from the Xero end.
This is the way Stripe apply a surcharge on a payment.
If this changes in the future and something we can revisit we will provide an update here. Thanks
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Invoicing - Use a keystroke to choose a bank account for payment
Add Payments Screen on Invoicing
We are still having to use mouse to enter the BANK ACCOUNT details. You can tab to the BANK ACCOUNT, but once there you have to USE MOUSE to enter bank account. We still have the whole chart of accounts listed in this field, Kelly has said this was fixed so I have lodged a case for that, but still not able to just tab and type enabled.4 votesHey Jacqueline, we appreciate you raising this as an Idea, however the functionality of tabbing through the different accounts you can use as payments accounts is not in the Pipeline. The option to search for the desired account is available as the field is a down arrow select option. The tabbing option is to just get you to the next field. You can, however, hit the space bar to open the selection and then you can start typing or use the up/down arrows on the keyboard to navigate the options.
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Online Payments - Ability to connect a single Stripe account to multiple Xero organizations
We currently have 3 different Xero accounts for different regional entities, but all payments need to flow through one Stripe account.
At the moment you have to have an individual Stripe account for each Xero entity/account. It doesn't say this anywhere and when I tried to connect the account to a second Xero entity it began creating new Stripe accounts that I then had to delete.
Being able to connect ONE Stripe account to all Xero accounts would be a huge help.
1 voteHi Jess, we understand you’re looking for the ability to connect one Stripe account to multiple Xero organisations, so managing payments across different entities is simpler.
Having a multi-organisation connection option could help keep all payment information in a single Stripe dashboard.
We’ll continue to keep track of this idea and gather feedback from the community.
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Packing Slips - Remove the word 'Invoice'
Until recently when I saved a packing slip the default name was eg 'Packing Slip Inv - 4080'.
Then recently after you dated your system the packing slips are now called eg 'Invoice Packing Slip Inv - 4080'.
Can you change it back to remove the word invoice as it can cause confusion and staff may send the wrong document to suppliers and customers as both look like invoices.
I am changing the name manually but it was simpler and clearer before Xero added the word 'invoice'
If you can change it back that would be great and I'm sure…
6 votesHi, thanks for sharing your feedback about this.
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.
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New Invoicing - Allow us to have Negative quantities on invoice
In the Classic Invoicing, we could set a negative item amount which was useful to make it clear to clients that we had refunded something. It also corrected the stock levels in the inventory. In new Invoicing, you can set a negative financial amount but you are not allowed negative quantities, as such it is not clear and it messes up the stock inventory levels. You can do it via credit notes but this requires more things to be issued to clients etc.
28 votes -
Shopify Integration - Automatic Credit Notes for Refunds
Description / Pain Points:
Refunds: Manual credit notes are required for Shopify order refunds, which is time-consuming and error-prone for high-volume merchants.
Taxes: Xero only supports reporting for one region. Duties and taxes from other regions must be tracked manually, causing discrepancies and extra work.
Suggested Improvement:
- Auto-generate credit notes for refunds.
- Support multi-region tax reporting to match Shopify calculations.6 votesHi Sherry, thanks for sharing this idea with us. We've noticed that there are 2 ideas in here. We've found one similar to the Multi-region tax here, so we've added your vote to it. As support shared, Xero won't automatically create credit notes for refund via the Shopify integration, so we'll keep an eye on the support your idea gets here.
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Invoicing | Files - Ability to attach files before adding contact
This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.
89 votesHi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
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