Invoices & quotes

1065 results found

1. New Invoicing - Copy invoice to keep existing email

   Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.

   Please refer to the contact details and pre-populate their contact email addresses.

   Thanks

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   3 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

   Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

   To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

   We understand some users would still like to see these applied and you may like to vote on the idea here if this is the behaviour you'd like.

   Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

   Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

   To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

   We understand… more

2. New invoicing - Move branding field to right and make consistent with Quotes

   Please be consistent with the location of the "Branding Theme" field.
   
   You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
   My preference would be to keep it on the left.
   Many thanks,
   Rachel

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   submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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3. Hubspot - Link to Hubspot deal via Xero invoice

   Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.

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   submitted  ·  1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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4. Sales | Refunds - Ability to process in bulk

   We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.

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   submitted  ·  4 comments  ·  Invoicing  ·  delete…  ·  Admin →
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5. Quotes - Make 'invalid account' warnings appear in a new window

   When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back to the quote, it takes you to a new and empty quote. Can you please stop doing this? If you need to take us to a new account code window, make it a separate and new window. Please.

   When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back… more

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   submitted  ·  0 comments  ·  Quoting  ·  delete…  ·  Admin →
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6. 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?

7. 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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8. 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?

9. 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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10. 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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11. Sales - Calculate based on expected date and show totals like bills

    Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow

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

    Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.

12. 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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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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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

13. 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.

14. 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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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. Online Invoice - Turn off CSV option

    Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.

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    submitted  ·  1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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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. Customer statement - add customised due dates

    Customer statement - with a customised due date option.

    The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).

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    submitted  ·  3 comments  ·  Invoicing  ·  delete…  ·  Admin →
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19. New invoicing - Use persons name from Contact record (rather than contact name)

    We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
    Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even a comment field. But it seems there are very limited fields we can add to the invoice.
    Currently we are using the extra invoice line's description to add the contact's name. But it is time very consuming, as we have to write down something like "Contact Name: *** ***" to make it meaningful.
    Please note a feature previously available in classic invoicing under the 'Attention to' field is not ideal for our situation. As our customers often require the "Attention to" to be "Accounts Payable", and contact person is normally the project manager.

    We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
    Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even… more

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    submitted  ·  5 comments  ·  Invoicing  ·  delete…  ·  Admin →
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20. Invoice - PDF template editable for last column too

    It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi

    https://www.xero.com/au/templates/invoice-template/

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.