1016 results found
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New invoicing - Option to show/hide fields and adjust their sizing.
New invoicing - option to remove existing columns and adjust their sizing.
You had this option before the latest release, why did you remove it...
I dont want to "Due Date" on the top, nor the "reference", nor the "online payment option"6 votesHi everyone, thanks so much for submitting and supporting this idea. It’s clear from your feedback that having greater control over invoice edit layout, like showing or hiding fields or adjusting the column size, would make a difference on your workflow.
We understand how important this kind of flexibility is, and we aim to support a wide range of businesses. Right now in Xero, there are some options available. You can choose to hide or show certain columns on the invoice layout, such as tracking, discount, and amount. But we know this doesn’t cover everything, and many of you are looking for more customisation.
This idea is currently in the Gaining Support stage, which means it’s open for feedback and votes. The more we hear from you, the better we can understand the need and shape future improvements. We’ll keep an eye on the discussion and share any updates right…
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Invoice - Enable copy/paste from invoice lines when creating new inventory items
It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
Request to remove the 'grayed out' background3 votesHi Toni, thanks for sharing this idea. We understand how valuable it would be to quickly copy text directly into the New Item window from the invoice line items, and we see the opportunity to improve this experience.
This idea is now in the Gaining Support stage! Your votes and comments help us understand the demand for this feature. We'll be sure to update this post with any further updates.
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Quote - Formatting options in summary section
Quote- Multiple formatting options in the "Summary" section.
In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.
8 votes -
Quote & Invoice Preview in Mobile App
Clients need the ability to preview quotes and invoices on the mobile application before they send the document to their customer. I have a brand new client that took me several months to get him to move from QBO to Xero, and he is ready to pull the plug on Xero because this feature is missing. He performs 90% of his work on his mobile.
1 voteHeya Manny, I've looped back over your idea here again as it's played on mind. Options for preview do differ for Invoices versus Quotes in the Xero Accounting app. On the Invoices side you'll be able to Preview an approved invoice and I've included an example of this that I created on my Android.
However, this isn't quite possible for quotes just yet. We're in the process of releasing the ability to 'get link' like you can for invoices within quote on the web, but there aren't any plans to extend this to the Xero Accounting app in the short term.
I'll merge your post here in with this idea, where we'll be able to keep you up to date if there's any progress for the get link on quotes in the app. Thanks!
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Stripe - Add multiple stripe connections
We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.
56 votes -
DOCX - Show CIS after subtotal
CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.
22 votes -
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
9 votes -
Sales Credit Notes - Allow editing branding theme on paid credit notes
Currently it is possible to change the branding applied to invoices even after they are paid. It is not possible to do the same for a credit note which means that if there is a change in corporate branding that any credit notes that have been posted need to be recreated to be able to make the change. This should not be so difficult.
3 votesThank you for your engagement and letting us know that you would like to be able to edit the branding theme on paid credit notes.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.4 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Stripe - Pass full fee amount to customer
For volume based businesses, we lose money (30c per transaction) on the stripe fee we pay vs what we can pass onto the customer (because there's no option currently to just pass on the full fee, just a %). That % can't legally be higher than what we are charged, and we can't add the 30c fee to the % anywhere in settings. When we're processing 1,000 transactions per month, we lose $300 to fees. For a small business, this isn't justifiable. Most small businesses that have high volumes are low cost, so they rely on volume of sales to…
40 votesHi everyone, we appreciate your support in being able to pass on exact fees to customers.
While this is something our team have taken an initial look at, there is quite a bit involved in being able to develop this into the product and this isn't something we've been able to prioritise at this time.
We understand the needs expressed in feedback here and want you to know this is a feature we'll continue to consider in future planning and will keep a close eye on the appetite in this idea.
If there are any updates planned we'll make to share with you here. Thanks
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Repeating Invoice Template - Date Placeholders to show as YYYY MM
In Recurring invoice templates provide date placeholders in numeric form, so you can format as YYYY MM, e.g. 2024 12, 2025 01, 2025 02 etc. Rather than the most similar option of 2024 December. This would also be beneficial within the decriptions of the lines to show dates from/to e.g 2024-12-03 to 2025-01-02 (for a monthly subscribtion or similar), instead of it populating as 2024-December-03 to 2025-January-02.
11 votes -
New invoicing - Increase Transaction lines in invoices
Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.
6 votes -
New invoicing - Remove invoice description character limit
Remove New invoicing description Character limit. Currently the limit is 4000 which isn't enough for large customer invoices.
28 votesHi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
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Stripe Autopay - Report to show Autopay status of an invoice
AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to introduce better visibility of the Autopay status of an invoice 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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Custom Invoice Templates - Allow More Contact Fields on Templates
Allow all feilds to appear on a Xero invoice not just the select few.
currently there can be added https://central.xero.com/s/article/Fields-you-can-insert-into-a-custom-template-AU#InvoicetemplatefieldsShould include everythig in the contact cards, like Fax, 2nd mobile, and all the other fields.
3 votesHi Bradley, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Email Templates - Add image and hyperlinks
Can customise email signatures. Add feedback links in emails
109 votes -
BRING BACK CLASSIC INVOICING
BRING BACK CLASSIC INVOICING
We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.
We urge Xero to reconsider this approach and…
6 votesAppreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.
We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.
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Repeating Invoice - Introduction of the most basic features required
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice date
- Repeating Invoices - Day/Date…
5 votesSorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
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New invoicing copy and merge
In old invoicing, when you used Copy and Merge into a new invoice, it kept each of the original invoice's items together in order, including the first line description. In the new Invoicing, it groups together all of the like items from each invoice which is incorrect. This needs to be addressed.
11 votesHi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.
I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.
If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.
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Quotes - Sending a quote to group of contacts
an option to send quote emails and invoice emails to multiple groups of contacts
5 votesThanks for taking the time to suggest how Xero could better support sending quotes and invoices to multiple contacts.
As you may be aware, you can currently create invoices for contact groups and these can be sent in bulk from the invoice overview page. However, this functionality is currently not available for quotes.
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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