1016 results found
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E-invoicing - United Arab Emirates
E-Invoicing in the UAE.
This will soon be a requirement in the UAE with legislation to be passed on this.
Please can we as Xero users have a standard process template for this.65 votesHi everyone, thank you for supporting and sharing of your e-invoicing needs with us through Xero Product Ideas.
We appreciate those that have linked to our web page - I'd also like to confirm here that e-invoicing and VAT support for United Arab Emirates is currently in development working toward the ASP requirements.
We will keep you looped in on updates for this here, however want to confirm that we intend to have a solution available in the next few months.
I'll share as there are more details around the progress and how e-invoicing will work for your business with Xero.
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Online Invoice - Allow custom Invoice titles like "Donation Request"
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would…
10 votesThanks for sharing this idea and explaining how the current wording can make an optional donation feel like a commercial invoice for your supporters.
We’ve updated our branding and invoice templates so you can customise the title shown on transaction documents. However, this customisation doesn’t currently extend to every customer-facing touchpoint, such as the online payment portal or the labels on automated email buttons.
We understand that you’re requesting a broader level of customisation, including the ability to replace terms such as “Invoice” with wording like “Donation Request” across these experiences. As this isn’t currently supported, we’re moving your idea to Gaining Support so other customers can vote for it and help us understand the demand for this enhancement.
Thanks again for taking the time to share your feedback.
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Quotes - Remove Deleted Quotes from the All list
Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
67 votesHi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
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Invoicing - Deposit option for all users
BRING THE DEPOSIT BUTTON BACK!!!!!!!
Xero rolled out this feature to ALL user roles and then one day it just disappeared! Speaking with support they said Xero has decided to ONLY make it available to Standard and Advisor user roles.
This is terrible especially if you have staff in your team who you need to issue deposit invoices but you don't want them to also have access to bank accounts and sensitive information.
Xero needs to allow ALL users with invoice access to request deposits. It is such a painful procedure now that you have removed this function.
8 votesHey Brian thanks for putting this Idea forward we appreciate the context and detail around how this impacts your daily business operations.
We are moving this to Gaining Support and the team will be keeping a close eye on this idea to gauge community opinion, so feel free to share with colleagues and get them to vote and comment and any updates will be posted here.
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Invoicing | Payments - Remember reference
In the new "Record Payment" section on a sales invoice, it has lost the ability to remember the reference entered previously so i now have to retype the reference every time. Would be handy if we could have this back.
Also i have to enter multiple payments for each sales invoice at the same time to go to different banks/accounts - it would be good if i could do this in one screen instead of having to reload the same invoice each time to add a payment.
22 votesThanks for your feedback on the recent update of the payment section on an invoice. I've made sure to share this back with our product team and we will keep you updated if there is any further updates planned around the reference behaviour you've described, here.
Also appreciate that users that are making multiple payments would like to stay within the invoice and we have a separate idea for this here that we'll share any updates through.
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New Invoice TAmplate
New update on invoices is good overall but i have a few issues:
There should be an option to reduce the font size on the due date and amount due line or an option to turn it off completely, there should also be an option to move the due date down to the bottom of the page if you wish where it was before, it is too big and bold where it is now.
There is no need for the amount due to be written on the invoice twice once is enough to tell the customer. There is no option…
7 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoices: Tab forward or back between invoices
It would be great to have a button to go forward or back to navigate/scroll through invoices in invoice number order.
Sometimes i need to quickly check details in invoices already sent. But i have to navigate back to the invoice page or search the invoice number.
Having a forward and back button would be very helpful.17 votesThanks 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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Invoices - Customisable SMS templates
It would be great to customise the SMS message that is sent to customers and set up templates to ben used at different stages. E.g initial send versus reminder/follow up
64 votesThanks everyone for your feedback here on customising SMS messages for invoices. We understand how a more personal message could provide customers with greater confidence and context when receiving an invoice.
Our product team has explored options for more customised messaging, including the practical constraints around character limits and preventing messages from being treated as spam.
After that review, we want to be transparent that editable SMS templates aren’t part of our plans at this stage.
If this position changes in the future, we'll be sure to share with you, here.
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Invoicing - Show the credit note numbers that are applied on invoice PDF
Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?
please address this Xero!
128 votesThanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
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Contacts - Ability to set additional contacts as CC or BCC recipient from the contact record
I have a primary contact with two additional people checked to be included in emails.
However, when the invoice is raised, the additional people are included in the TO line rather than the CC line.
It would be good if additional people were sent in the CC line as this is common business prractice.
6 votesThanks for sharing your idea around CC'ing when sending invoices from Xero here.
Appreciate how having the ability to predefine the type of recipient each additional person on a contact record is would be helpful, and save time having to manually make these adjustments when sending.
It's not something we have planned just atm, but will keep an eye on the support and share if there are any updates.
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Invoices - Ability to highlight or bold text in lines
In the description section of the invoice is it feasible to highlight in bold
e.g Requires next service - motor mechanic industry9 votesAppreciate hearing how we could improve invoices for your use and to help items of your invoice stand out to customers, Lynda.
This isn't something we have direct plans of at present but we'll start to feel out the interest from others in community here and can let you know if there are any updates around this.
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Invoicing - Copy and paste into lines of an invoice
Drag and drop.... it is not fixed or completed as you have told us today
Why cant this be enabled again?
yes i can copy and past or drag a line, sometimes Id rather move that line easily by just selecting and dropping.Likewise with re-ordering words within the description box
the blue dot and now the segmented box is annoying, boxes dont select correctly if you click thru to quickly
Your doing great at giving us more and more reasons to change providers
5 votesHi there 👋 appreciate your feedback on the recent release of our drag and fill feature within the invoicing table.
Appreciate this differs to what you're asking here, in being able to copy and paste contents from another source into line items.
In terms of moving lines around, it's possible to drag an entire line up or down your rows. Just click and drag from the 6 dots to the left of the table.
We want to be upfront copy paste of information isn't something we have plans for atm, but will share if there's any progress here.
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Quotes - Ability to highlight or bold text in lines
Hi Xero Team!,
Small request....
Can you please add the option to highlight text or bold text in line items on the quotes page. We often have multiple people working on/adding to a quote, which is sometimes built over several weeks or even months. It would be great to be able flag another staff members attention to an item or a note left in the line item by highlighting or changing text to bold.10 votesAppreciate your suggestion, Claire. We can understand how being able to format text within quote line descriptions could make important information stand out and improve the overall presentation of your quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this formatting capability would improve your quoting workflow, add your vote and let us know how you'd like to use it.
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Credit notes - Negative symbol to differentiate from invoice
Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.
13 votesAppreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
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Prepayments & Accrual Schedules
Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.
For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you…
273 votesHi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
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Statements - Send statements via SMS
Send statements via SMS as well as email
15 votesThanks for sharing your idea of using SMS as a delivery option for customer statements.
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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Invoice template - Ability to move payee address
Please give us more control over the layout of the so-called “new improved Invoice layout” . I would like to rename Tax Invoice to Invoice, delete the bold and enlarged font of the top Amount Due so that it does not look as if we are shouting at the customer, remove one of the Amount Due entries as there are now 5 which is overkill! And most importantly I need to have the ability to move the payee address within the page as it now does not fit in standard window envelopes.
This new layout should have been optional with…
4 votesThanks for highlighting this improvement. We understand the request for flexibility to move the contact address on invoices, rather than having this position fixed.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share which elements you’d want to control.
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Statements - Hide summary on statement email
HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL
I NOTE THAT XERO HAS RECENTLY ADDED A SUMMARY OF STATEMENT ACTIVITY TO THE EMAIL TEMPLATE (CLEARLY DIDN'T LISTEN TO THE FEEDBACK WHEN XERO DID THIS TO THE INVOICE TEMPLATE).
PLEASE ADD THE FUNCTION TO HIDE THE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL TEMPLATE.
16 votesHi Stuart, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have this option available when you do not want to show the summary.
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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Stripe surcharge fee adjustment - Different fees For international and Domestic customers
It would be good if Xero allows for stripe surcharge fee adjustment for both domestic and international customers, not just domestic customers.
20 votesHi everyone, thanks for sharing your idea here.
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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Statements - Ability to include Credit note when making payment
New Statements with a pay now option are excellent. I feel it would be helpful for the customer to be able to select a credit note to pay to avoid overpayments.
Ie: customer has $400 in credit from December and a January invoice for $200 - on the January statement the customer is still allowed to select to pay the $200 invoice and not take up the credit note.
20 votesGreat to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
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