Invoices & quotes

1114 results found

1. unmarked sent

   Invoices are being automatically "Unmarked Sent" even after manually marking as sent. This defeats the purpose of having notifications/reminders for clients. This needs fixing ASAP.

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

2. 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 then have to go into the old 15 invoices and delete them.

   This can be a simple feature to implement but very powerful for customers.

   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… more

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   Hi 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 ✨.

3. Cash flow forecast using Quotes vs Purchase Orders

   Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. Option to remove VAT from standard invoice template

   Recommendation to enable users to remove the VAT lines from a standard invoice template.

   It's not possible to edit or remove the Total VAT line on standard invoice templates in Xero. The VAT total line is a fixed element that appears on invoices when using the standard templates. Non-VAT registered businesses therefore have to use an advanced invoice template (DOCX) which for less IT-literate, is quite complicated to set up.

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. delivery address on invoice

   Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to an invoice? This is 2026, you really should be better than this by now.

   Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

6. Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).

   Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).

   For UK VAT-registered businesses, the current invoice list views (including Invoices Awaiting Payment and Draft invoices) only show gross totals including VAT. This makes it difficult to understand true cashflow, as the VAT portion is not money the business gets to keep and will be payable to HMRC.
   It would be extremely useful to be able to either:
   Display Net (ex-VAT) and VAT as separate columns in these invoice list views, or
   Toggle between Gross and Net totals in the list view summary.
   This would allow business owners to quickly see:
   What cash is actually coming to the business
   What portion is VAT liability
   A more accurate picture of real cashflow without needing to run reports

   Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).

   For UK VAT-registered businesses, the current invoice list views (including Invoices Awaiting Payment and Draft invoices) only show gross totals including VAT. This makes it difficult to understand true cashflow, as the VAT portion is not money the business gets to keep and will be payable to HMRC.
   It would be extremely useful to be able to either:
   Display Net (ex-VAT) and VAT as separate columns in these invoice list views, or
   Toggle between Gross and Net totals in the list view summary.
   This would allow… more

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

7. HIDE DETAILED SUMMARY ON CUSTOMER 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.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

8. 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.

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   submitted  ·  5 comments  ·  Invoicing  ·  delete…  ·  Admin →
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9. 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 default which project tracking new invoices are assigned can we have an invoice reminder ie none, 3 days, 7 days etc

   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… more

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   submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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10. Add “Assigned Staff” Tab to Invoices in XPM

    Add “Assigned Staff” Tab to Invoices in XPM.

    We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

    Currently, when an invoice is open, there are three tabs available:
    Information, Notes & History.

    We propose adding a fourth tab titled “Assigned Staff.”

    Invoice workflow typically moves through several stages:
    1. Staff member creates the bill
    2. Manager reviews and approves
    3. Director reviews and approves
    4. Admin completes final processing and sends to the client

    Having the ability to assign up to 4–5 staff members directly to an invoice would:
    1. Clearly show who is responsible at each stage
    2. Improve efficiency and reduce bottlenecks
    3. Provide quick visibility of where the invoice is in the workflow
    4. Reduce reliance on notes or external tracking systems

    By adding a new “Assigned Staff” tab within the invoice screen and ability to select staff from the existing Staff list (similar to other areas within XPM) would be beneficial.

    An option to tick/select multiple staff members (up to 4–5)

    A status tick box next to each assigned staff member to indicate when their part of the process has been finalised or a drop down for a status selection of (not started, started, review, final review, approved).

    Additional filters within the Invoice Manager to filter by Assigned Staff and Status (including status per staff member)

    This feature would significantly improve workflow tracking and internal communication, especially for firms with multi-level approval processes and firms with remote workers.

    Add “Assigned Staff” Tab to Invoices in XPM.

    We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

    Currently, when an invoice is open, there are three tabs available:
    Information, Notes & History.

    We propose adding a fourth tab titled “Assigned Staff.”

    Invoice workflow typically moves through several stages:
    1. Staff member creates the bill
    2. Manager reviews and approves
    3. Director reviews and approves
    4. Admin completes final processing and sends to the client

    Having the ability to assign up to 4–5… more

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

11. Proposed Practice: Signed Acceptance for Quotes

    As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.

    Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if questions or disputes arise later.

    This practice operates fully within existing federal and state law. The Electronic Signatures in Global and National Commerce Act (ESIGN Act, 15 U.S.C. § 7001) and the Uniform Electronic Transactions Act (UETA) confirm that electronic signatures carry the same legal validity as handwritten signatures and satisfy any legal requirement for a signature. As a result, customers can conveniently approve quotes electronically without added burden.

    By implementing signed acceptance, the goal is not to impose unnecessary formalities, but to create a transparent, legally sound process that protects both the customer and the contractor while aligning with established contract law principles. Signed Acceptance on Quotes

    As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.

    Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if… more

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    1 comment  ·  Quoting  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

12. Invoices - Commercial invoices for freight

    Allow function to support the generation of Customs Invoices including dimensions of packages, HS codes and Country of origin.

    See here

    • 

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea We appreciate you outlining how commercial invoices could help support international shipping.

    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.

13. 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?

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi, 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.

14. title of quote to be transferred onto invoice but furthermore title to be available in invoice list as it is with quotes......

    This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job I either have to open up or get out my separate list and cross reference the invoice number against the descriptions on that list or open each invoice in turn to see what it covers.......

    Quote list page automatically shows the job description under the clients name however the invoice list just shows the clients name - the job description shown in the same way would be very handy

    Surely there's a simple way of displaying the invoices in the same manner as the quotes show??

    This falls under the same scope as a previous request however copying and pasting the title/description into the first line of the invoice however time consuming covers getting this information to the client however it doesn't show any details within the software itself???

    This makes identifying an invoice from a job to job perspective very difficult without keeping this separate list which seems pointless considering the availability of the information being requested on the document and the list page is available on the quotes side of things

    Ideal outcome is the addition of a title to the invoicing side of things and a title column being added to the invoice list page......

    Originally responded to by Kelly Munro however the comments have been closed on a previous request

    This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job… more

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

15. terms and conditions to invoice

    Add terms and conditions to the bottom of all invoices on the "New Invoice Theme'
    Our T&Cs for engagement are over two pages long; having it as a secondary document or at the end of the invoice would be great.

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

16. Option to delete invoices more than 6 years past

    Under GDPR, customer data can only be kept for a reasonable period of time.

    In the UK, businesses must keep tax records for at least five years from 31 January following the end of the relevant tax year. In practice, this means records need to be retained for 5 years and 10 months.

    Your GDPR policy can therefore state that records will be kept for 5 years and 10 months. After this period, continuing to store invoices (for example, in Xero) could put you in breach of GDPR.

    To help businesses stay compliant, Xero could offer an optional feature that allows customers to:

    Automatically delete invoices on 1 February each year if they relate to a tax year more than five years old.

    Automatically delete contacts where no active invoices remain (because the related invoices have already been deleted).

    This would help UK customers remain GDPR compliant without needing to manually void old invoices and delete customer records.

    Under GDPR, customer data can only be kept for a reasonable period of time.

    In the UK, businesses must keep tax records for at least five years from 31 January following the end of the relevant tax year. In practice, this means records need to be retained for 5 years and 10 months.

    Your GDPR policy can therefore state that records will be kept for 5 years and 10 months. After this period, continuing to store invoices (for example, in Xero) could put you in breach of GDPR.

    To help businesses stay compliant, Xero could offer an optional feature that… more

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

17. Sales Order Entry

    We switched over from QB and were told it would be so much better but come to find out there is no sales order feature and we are in shambles trying to find a workaround. I highly suggest XERO creates this feature to keep up with current programs and workflows.

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    0 comments  ·  Quoting  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

18. 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.

    89 votes

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    submitted  ·  26 comments  ·  Invoicing  ·  delete…  ·  Admin →
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19. Receipt - Show full amount paid including overpayment

    When a customer overpays an invoice the receipt does not show the full amount received, only the amount allocated to the Invoice. Can you please allow full amount paid to be on the receipt!

    3 votes

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly M (Community Manager, Xero) responded

    Hi 👋 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 🙂

20. Navigation - Quick Switching Between Invoices, Quotes & Bills

    Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.

    At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.

    As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.

    This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.