1056 results found
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New invoicing - Use '.' as separators in the date field
New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.
Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date
28 votesUnderstand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
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Invoicing - Paste Multiple Cells into Invoice Lines
Why can’t Xero do basic spreadsheet-style paste???
This is honestly ridiculous: in 2026, Xero still can’t handle basic multi-cell paste like every normal grid on the web.
Everyone uses Excel, Google Sheets, Airtable. We copy blocks of rows and columns all day. In Xero, the same paste either dumps into one field or doesn’t work, so we’re forced into CSV import or manual entry. That is a massive waste of time for something that should be a baseline feature.
There is no technical excuse here. Airtable/Sheets don’t do anything magical. In a browser, multi-cell paste is just:
Clipboard text in…
2 votesHi Nic, thanks for sharing this idea. We can see how helpful it would be to paste invoice details straight from a spreadsheet. It'd make the process faster and easier, especially for longer invoices.
For now, one option is to use the Import feature. By pasting your spreadsheet data into Xero’s CSV template and uploading it, you can create invoices in bulk. It’s not quite direct copy-paste, but it’s a quicker way to handle larger invoices.
We’ve moved this idea to Gaining Support to understand how many of you would find this useful. If you can, let us know what tool you’re copying from and which columns you’d most want to include, your feedback will help guide what we look at next.
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New invoicing: Remove / turn off online payments option
I would like the option to remove the 'set up online payments' box whenever I create a new invoice. For companies like ours who are never going to use this function, it's irrelevant and takes up unnecessary space (we use invoice finance and our clients don't pay us directly). Could there be a toggle button in the settings to be able to switch this off?
49 votes -
Invoice - Restore previous single-screen upload and confirmation
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go…
5 votesWe understand that the previous single-screen invoice upload process helped with efficiency, and it’s great to hear how it supported your workflow.
The idea is now in Gaining support, so the community can vote and join the discussion. Adding details about your workflow can help the community see the value and encourage others to share their experiences too.
We’ll keep this thread updated as the idea develops.
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Invoice Reminder - Templates to apply to specific customers
Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can…
26 votes -
Invoicing - Add Expected Invoice Payment Date within Invoice
Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.
85 votes -
Statements - ability to set default to Activity or Outstanding
Please have option to set statement type to ACTIVITY , and not OUSTANDING ( when mailing a statement to a client ) It was like that a month ago
5 votesHi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.
We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.
We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.
Thanks again for being part of the conversation.
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Repeating Invoices - Ability to bulk update repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
35 votes -
Malaysia E-Invoicing - Two columns to show when validated versus viewed
Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The reason is now, when we send to MyInvoice, every thing has become "viewed" instead. So now I don't know whether my customer did view or not.
I also suggest the MyInvoice under the Sent column, once the e-invoice validated, can it changed to "validated" instead of "viewed"? Like that we do not need to open another tab at the History and Notes to look up for it.
12 votesHi team, we appreciate your feedback here. Very soon we'll be releasing a dashboard for e-invoicing in Malaysia that'll help with your needs here.
It'll highlight the e-invoicing status for each transactions, and show where data is missing, helping to generate, validate and submit consolidated e-invoices. I'll be back to confirm once this is live to you all. Thanks
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New Invoicing - Consolidated invoice process voiding the original invoices automatically
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.Statements won't work, with the copy or merge you…
5 votesHi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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Sales Invoice - Ability to enter new contact first/last name from an invoice
When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.
13 votesHi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
215 votesHi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
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New Invoicing -Spell check on invoices
Spell check on sales invoices. I have multiple clients using Xero to raise their sales invoices and quotes, and spelling isn't their strong point. Having spell check enable within sales invoices and quotes will be extremely valuable for them.
5 votesThank you for your suggestion to add a spell check feature to Xero’s invoicing. We appreciate your feedback. As you know at this time, there isn’t a built-in spell check option available within Xero invoices. However, many users find that browser-based spell check tools or third-party extensions can help with proofreading invoice content.
We encourage you to continue sharing your ideas and feedback, as this helps us understand what features are most important to our community. For transparency there are no immediate plans for this feature, please know that your input is valued and will be considered as we continue to improve Xero.
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New Invoicing - Move Save button to bottom of invoice like classic
Please move the SAVE for the New invoicing to the bottom as per old invoicing. When you have an invoice with 30-50 items and then have to scroll back up to save it adds to the pressure of getting things done.
Or Better still
Leave the old there until you've got it together and your Paid subscribers are happy.
We are seriously looking at moving away from XERO due to all the changes you impose on us without proper UAT. More often than not it creates more work for us and causes more stress we just dont need in an…241 votesHi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
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Invoice Overview - Able to chose default tab it opens up on (Awaiting Payment)
Invoices - Awaiting payment
When clicking on invoices, it would be helpful to be able to select a default invoices tab I would like to land on. This feature is available for Bills and the user is able to select the 'Awaiting payment' tab as a default.
In the interest of having easy access and a quick view on which customers have not paid, it would be beneficial to introduce this feature.5 votesHey everyone 👋,
Thanks for your feedback and for sharing your thoughts on this idea ✨. We'd like to clear up some confusion. If you navigate through the main menu, the Invoices or Bills pages always default to the All tab, but clicking Invoices owed to you or Bills you need to pay from the dashboard takes you directly to the Awaiting Payment tab. As noted by others in this thread, one option for now is to bookmark the Awaiting Payment tab directly from your browser. Our product teams are continuously reviewing all the feedback on the Xero Product Ideas portal. While we can't make any promises about if or when this idea will be developed, your votes and comments are essential for helping us understand what's most important to you. We'll be sure to post another update if there are any changes to the status of this idea. In…
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Quotes - Edit inventory item from within a quote
I would like the ability to edit inventory item costs directly from the quote page, similar to the option available on the invoice page. I don't mean the price on the quote itself, I mean the cost in the inventory. This would save me a lot of time.
3 votesThanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
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Preview for Credit Note
We would like the ability to preview the Credit Note BEFORE saving it as a Draft.
Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.
Instead, we would like an option where we're able to view a preview when creating the Credit Note.
Purpose: To be review the Credit Note for mistakes before officially saving it.
Thank you!
3 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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Statements - Email template placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
7 votesHi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
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Malaysia E-Invoicing - Embed Validated QR code on invoice PDF
1st) I suggest on embedding the Validated QR code to the normal PDF invoice so that we can print multiple invoices at one go and our normal PDF invoice also consists of banking details and credit terms whereas the Validated E-Invoicing has none of these.
2nd) I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
3rd) Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The…
16 votesHi Maggie and others in community who've voted, we appreciate hearing the changes that'd help you when sending eInvoices with Xero.
Just to note, as each point you've raised would be considered separately by our product teams it's best to have an idea for each of these that we can get a feel of the community support through - see more on the qualities of a good idea in our Xero Central article 🙂
I've updated your idea here to represent the first point for embedding the QR code on the PDF of the invoice. You'll see I've created ideas for the other points you've noted below.
- Malaysia E-Invoicing - Two columns to show when validated versus viewed
- Malaysia E-Invoicing - Button for 'Send to MyInvoic'
If there's any progress for these we'll share on the respective idea/s. Thanks!
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Payment Services - Ability to set Zip fee to be added on top of invoice amount
Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.
Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.
In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip…
6 votesHi everyone, though we appreciate you raising this idea with us, we don't have any intentions of supporting surcharging of Zip fees to customers from Xero invoices - There are some BNPL providers that have "no-surcharge" as part of their clauses, Zip being one of these. You can read more on their payment terms on Stripes website.
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