Invoices & quotes

1010 results found

1. Sales invoices - Bulk date change

   Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
   we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth task

   i.e also an option for '30 days payment due upon receipt of invoice' 😃

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   submitted  ·  2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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2. Sales invoices - hold selection when navigating pages

   It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.

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   4 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?

3. Invoice list view - Add View Option

   View Invoices in the Invoices menu - Add View Option

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   2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.

4. Quotes - Feature for customer to select which items to accept

   It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.

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   submitted  ·  6 comments  ·  Quoting  ·  delete…  ·  Admin →
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5. Invoice Date items & repeat invoice

   What Xero management fail to appreciate that having this feature they will obtain a substantial number of customers who need this feature and many more that are using QuickBooks. If anyone know of an alternative please share on this channel. I'm exploring Thriday to make this feature available soon.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   When you say invoice date items - is this for the ability to add dates to each line of your invoice, Sam?

6. Repeat invoice - Create a placeholder for the tax year e.g. 2025/26

   In repeating invoices we often use the tax year mostly in this format 2025/26 but also 25/26.
   Whilst we can use placeholders [year]/[year+1] to give us 2025/2026 it is not ideal and this would need changing after the December invoices which is administratively the same as manually changing the tax year in the invoices at the beginning of the tax year.
   It would be good to be able to use [taxyear] and not have to change it again.
   This would be really easy to implement, therefore it probably will be overlooked. Here's hoping.

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   submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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7. Invoice payments - Search when allocating credit notes, overpayments or prepayments

   Please add to product ideas to have
   * allow search feature to allocation screen if the above is not possible

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?

8. New Invoicing - 'Upload Files' and 'Add from file library' options switched

   New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?

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   submitted  ·  2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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9. Invoicing - Ability to bill/charge a different contact

   Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
   Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.

   Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.

   I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and at the same time have the total amount invoiced to all individual customers appear on the one 3rd party contact/account.

   I have seen other systems where the invoice is raised against the individual customer and then an option is selected to "Bill To:" the 3rd party.

   This then gives me the option to view individual customer history at a quick glance, whilst being able to generate statements of total charges to a separate organisation who has committed to pay.

   Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
   Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.

   Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.

   I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and… more

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   submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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10. Quotes - Create repeating quotes

    I note there are repeating (aka recurring) invoices and bills.
    I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI

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    submitted  ·  2 comments  ·  Quoting  ·  delete…  ·  Admin →
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11. New invoicing - Attach more files to invoice when sending/resending

    I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.

    I'd like to be able to attach things to the invoice email when I'm sending it; those attachments should probably be attached to the invoice or otherwise have some kind of auditable record that they've been sent.

    I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.

    I'd like to be able to attach things to the invoice email when… more

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    2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.

12. Quotes - Send quotes via SMS

    Send quotes and invoices via sms

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    submitted  ·  6 comments  ·  Quoting  ·  delete…  ·  Admin →
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13. New Invoicing - Show quantity in Item drop down

    You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

    1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

    2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday. That is not what is happening. Instead it starts at some beginning of the month date and I have to navigate the whole month just to get to yesterday. Why is this so hard?

    3. Allow me to enter a payment right on the approved invoice page instead of having to open up another window. Currently that payment window is bare bones. Date widget isn't nearly as functional as even the broken one on the invoice page. Account drop down isn't as functional as the account drop down on the invoice page. Them require mouse clicks just to get things done. Can't navigate this thing with the keyboard. If the approved invoice had a place just to enter a new payment like the old one you'd be miles ahead. Why was this not done?

    4. On the item drop down in the invoice page please show quantities. This would be a huge improvement even over the old invoicing.

    You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

    1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

    2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.… more

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

    In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

    • New Invoicing - Add Payment details on invoice screen
    • New Invoice - Cursor Default Position

    Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

    I'll update the title of your idea here to reflect your last point on being able to view quantity from the Item drop down as it doesn't look like we have one for this atm.

    If any movement is made for any of these we will share a public status update on the respective idea.

    Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

    In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

    • New Invoicing - Add Payment details on invoice screen
    • New Invoice - Cursor Default Position

    Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

    I'll update the title of your idea… more

14. Workpapers - custom tables do not export to pdf

    Workpapers 'Custom Work Programme' custom tables do not export when - the space where they should appear is blank / incomplete.

    We don't really understand why the workpapers would allow tables that cannot be exported, as from our perspective the purpose of workpapers is to guide and record preparation procedures followed.

    From our perspective this is not a product idea request but rather an oversight or error that needs to be resolved.

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your valuable input, everyone. We've heard your needs and have developed new Xero Workpapers with our customers front of mind. With the new solution you'll be able to include custom tables and worksheets, whether they're blank or partially completed in exports.

    We'll be staggering the rollout with Australia first off, and will keep you updated of it's release as it widens here. In the meantime you can read about it on our Xero blog.

15. Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)

    Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).

    The <ContactAccountNumber> is allowed to be included on system default invoices.

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    submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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16. Quotes - Ability to archive quotes

    I am trying to archive legacy quotes - I have followed your instructions but when I highlight the selected quotes, there is no option button for archive?

    We want our quotes section to a more true reflection of the current business activity but at the same time do not want to have to delete legacy quotes. There is a need to archive similar to Inventory feature.

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17. Supplier Credit Notes - Search feature when applying credits

    Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.

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    submitted  ·  1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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18. New invoicing | Online invoice - View supplier ABN

    Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.

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19. Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts

    Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.

    I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.

    I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.

    Why does Xero do unhelpful things like this?

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    submitted  ·  10 comments  ·  Payment services  ·  delete…  ·  Admin →
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20. Save and continue on draft invoice

    New Invoicing - bring back the 'save and continue adding' button in drafts, a feature classic invoicing offered. When completing invoices with multiple lines it is imperative that it you can save during input without having to save and close. Especially now that the new invoicing is unreliable.

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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Meradene, as new invoicing also encompasses auto save there is no need to manually save your invoice. Once you've added a Contact, as you move between fields of your invoice Xero will continuously save any data you've entered.

    It sounds like you may be having trouble with this though and if you're finding you're loosing information you've entered I'd really encourage reaching out to our specialists at Xero Support who can take a closer look to investigate what's going on for you.