Invoices & quotes

1078 results found

1. Multiple Monthly Invoices from Xero to me for each of my 30 entities

   I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.

   They all come to my same email address.

   They are all for my separate different entities.

   I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.

   The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.

   If they could be sent to me in a single email, with a single link, and the opportunity to download the invoice pdf as a single file or separate individual files, like can be done with Docusign documents, that would be amazing.

   Thank you for attending to this matter.

   I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.

   They all come to my same email address.

   They are all for my separate different entities.

   I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.

   The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.

   If they could be sent to me in… 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. 🙂

2. Invoice | Auto pay - control emails sent to customers

   All my clients are on recurring invoices. Every month they get an "Invoice Due" email & then 5 hours later they get a Payment Receipt email. Why is Xero REMINDING my clients that they are paying me money? I have over 30+ expenses on autopay on my credit card. Not one company goes out of their way to reminder me that I am paying them money. But Xero not only tells my clients that they've paid me "another" $1,000 this month, but they tell my client TWICE. A lot of things are unsavory about life, but this feature, which we're not able to turn off, is probably in my top 3 most unfathomable oddities about reality. Once a Client sets auto-pay it should be a SET & FORGET. Not a SET & REMIND ME TWO TIMES A MONTH. Feature request: Ability to turn off invoice reminders that are set to auto-pay & the subsequent ability to turn off payment receipts. For the love of god.

   All my clients are on recurring invoices. Every month they get an "Invoice Due" email & then 5 hours later they get a Payment Receipt email. Why is Xero REMINDING my clients that they are paying me money? I have over 30+ expenses on autopay on my credit card. Not one company goes out of their way to reminder me that I am paying them money. But Xero not only tells my clients that they've paid me "another" $1,000 this month, but they tell my client TWICE. A lot of things are unsavory about life, but this feature, which we're… more

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Sal, appreciate you raising a case with our support team about my response and understand where I have misinterpreted your idea (apologies for this).

   I'll re-open and have slightly adjusted the title of your idea so we can begin to get a sense of the interest in having more control of the emails that are sent for auto pay invoices and payments.

   Being open, right now this isn't something we're looking to support with this being a regulatory obligation in some regions. However we can continue to track interest here and share if there are any changes planned around this flow.

3. Set up an installment plan on an existing sales invoice (Stripe)

   Allow the customer to pay an existing sales invoice by Direct Debit (BACS DD in the UK) in instalments using the stripe payment method. allow us to set up the instalment plan on the invoice page e.g. number of instalments, the tool could split the invoice amount into equal instalments automatically which the user can overide, or be able to set the instalment amounts manually if you wanted to collect more at the first payment for instance. Direct debit mandate approval handled by Xero/stripe, progress of the instalment plan visible by customer on their online statement view, automated emails to go to customer X number of days before the payment comes out of their bank account (stripe would typically handle this requirement anyway), failed payments to be automatically attempted again and appropriately reflected both in our xero org and on the customer online statement. incoming instament payments would be automatically reconciled against the invoice.

   what would really be clever is if you were able to set up an instalment plan covering multiple invoices outstanding for a customer. you could select which invoices you wanted to include in the instalment plan and follow the same logic as explained above in terms of splitting into X number of instalments etc, allow us to decide from inception how xero will match off the instalment amounts when they come in e.g. instalments are used to pay off oldest invoices first. no other platform has this capability.

   Allow the customer to pay an existing sales invoice by Direct Debit (BACS DD in the UK) in instalments using the stripe payment method. allow us to set up the instalment plan on the invoice page e.g. number of instalments, the tool could split the invoice amount into equal instalments automatically which the user can overide, or be able to set the instalment amounts manually if you wanted to collect more at the first payment for instance. Direct debit mandate approval handled by Xero/stripe, progress of the instalment plan visible by customer on their online statement view, automated emails to… more

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   0 comments  ·  Payment services  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (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 🙂

4. Invoices - Bulk import | Allow to import Contact Default Dates

   Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi John, thanks 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. Cheers

5. Allow users to disable the new Bills split-screen layout and hide Xero bill payment promotion

   I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

   The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a specific one. The side panel adds visual noise and makes the interface more cluttered than it needs to be.

   This design also creates real workflow problems. I work on a large widescreen monitor with multiple applications open at the same time. The new layout forces the Xero window to be significantly wider just to make the interface usable. That disrupts an efficient multi-window workflow and makes it harder to work quickly.

   Even more frustrating is the constant promotion of Xero’s bill payment service. Many businesses, including ours, do not use this feature and have no intention of using it. Our payments are handled through methods such as Zelle, ACH, checks, Cash App, Venmo, and e-checks so we can pay vendors immediately when needed. We do not need a third-party payment service inserted into our workflow, especially one that adds additional costs.

   What used to be a simple process of opening a bill and recording a payment now involves navigating through extra interface elements and promotional prompts that are not relevant to how we operate.

   In fact, since this new layout was introduced, our team has had more incorrect entries in the past week than we have had in years. The screen has become busier, the correct action is harder to locate quickly, and it slows down work that used to take seconds.

   The most frustrating part is that the simplicity of Xero was the exact reason many of us chose it over QuickBooks in the first place. If Xero continues moving in this direction and overcomplicating the interface, it removes the main advantage the platform once had.

   At the very least, users should have the option to control this behavior.

   Requested solution

   Please add the following options:

   • A toggle to disable the Bills split-screen layout and open bills in a full-page view
   • A setting to hide or disable the Xero bill payments section for organizations that do not use the feature

   Businesses should be able to choose the workflow that best fits their operations.

   I want to be very clear about this. If these issues cannot be resolved and users are forced to work with this new interface permanently, we will be moving our accounting back to QuickBooks. That is not something I want to do after more than a decade with Xero, but the current changes are making the software significantly harder to use than it used to be.

   It would be extremely disappointing to leave a platform that we have recommended to so many others, but usability and workflow efficiency matter.

   If other long-time users feel the same way, please vote for this idea so Xero can prioritize fixing the Bills interface and restoring the simplicity that made the platform great.

   I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

   The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a… more

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   1 comment  ·  Payment services  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (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 🙂

6. 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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   2 comments  ·  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.

7. Cashflow Manager

   Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.

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   Idea review  ·  AdminKelly Munro (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 🙂

8. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

   New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

   In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

   Please revert to the old system where printing or downloading took the same number of clicks

   or

   • Change the current Print PDF button to read "Download PDF"
   • Add a new "Print PDF" Button that actually prints the invoice.
   352 votes

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   27 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

   For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

   In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

   You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

9. Sales overview page - Option to show Invoices as Tax Exclusive

   Kia ora Xero Product Team,

   I’d like to raise a feature request regarding how invoice totals are displayed in Xero.

   Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.

   While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the invoice list views.

   Adding a toggle (similar to what already exists in reports across all regions — GST in NZ, BAS in Australia, VAT in the UK) would deliver a significant time-saving and accuracy benefit, and make the invoice list screens consistent with how Xero already handles tax in reporting.

   Thank you for considering this request — it would be a very practical improvement for tax-registered businesses worldwide.

   Ngā mihi,
   Ben.

   Kia ora Xero Product Team,

   I’d like to raise a feature request regarding how invoice totals are displayed in Xero.

   Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.

   While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the… more

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

   Thanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.

   We've reviewed your idea and updated the status to the 'Gaining Support' status. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

10. Being able to tab forward or back through invoices when viewing

    Being able to tab through invoices. So if you are viewing an invoice say INV#010 there's a button you can press to tab to the next invoice INV#011 or a back tab button to view INV#009.
    This would be far easier and save time compared to currently entering each individual invoice number to search for it and view. Pls consider as i am sure this would make life quicker and easier for all users! Thanks Dean

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (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 🙂

11. Delivery Due date

    Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.

    This date is crucial for forecasting.

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    0 comments  ·  Quoting  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (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 🙂

12. 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

    3 votes

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (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 🙂

13. 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.

    51 votes

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    submitted  ·  7 comments  ·  Invoicing  ·  delete…  ·  Admin →
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14. Invoicing - Send credit notes via Xero to Xero network

    Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?

    4 votes

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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, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.

    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.

15. Quotes - New field for Repeating Fees

    With so many forecasting app using Xero Invoices & Quotes, we would like to see Quotes get an upgrade. Specifically add fields to show the billing frequency for that line.

    This would allow us to build our dymanic quotes in Xero, showing one time fees and monthly recurring ones. Hopefully this could also then auto-create the correct invoice types when accepted. So One-time lines are grouped into one regular invoice and all monthly lines are grouped onto a monthly repeating template.

    3 votes

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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. 🙂

16. Sales - Restore deleted invoice

    I would like the ability to restore voided / deleted invoices and bills. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.

    2 votes

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

    Thanks again for creating separate ideas for Bills and Invoices, Jenn.

    This isn't in our pipeline, but we'll get a better sense of the wider interest for this from the community here.

17. Invoices - One-click to Approve, Mark as Sent & Email multiple invoices

    It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.

    13 votes

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Hey Nikki, thanks for sharing this idea.

    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 votes and comments too.

    In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.

18. Allocate invoice payment to multiple accounts

    The Problem:
    When a customer pays more than the invoice total due to tips or card surcharges, Xero’s Add Payment screen forces any amount over the invoice total to be treated as an overpayment/credit, not as intentional extra income. This prevents me from allocating the excess directly to specific income accounts (e.g., Qualified Tips or Card Processing Fee Income) at the time of payment. As a result, I have to use multi‑step workarounds (separate Receive Money and Spend Money entries, later adjustments once bank feeds arrive) just to reflect a single real‑world payment event: invoice amount + tip/surcharge − merchant fee.

    Proposed Solution:
    Enhance the Add Payment / Receive Payment workflow for invoices so that:

    (1) I can enter a total amount received that is greater than the invoice total.

    (2) Within the same window, I can split that payment into:

    (a) The portion that clears the invoice/AR, and

    (b) One or more additional line items mapped to Chart of Accounts (e.g., tips income, card surcharge income, etc.).

    Optionally, allow a merchant fee line in the same payment dialog that posts to a fee/expense account and adjusts the net amount going into the bank/clearing account.

    This would avoid mislabeling surcharges/tips as overpayments, reduce manual work, and allow Xero to accurately reflect what actually happened: the customer paid [invoice amount] plus [extra income], less [merchant fee], in one integrated payment step.

    The Problem:
    When a customer pays more than the invoice total due to tips or card surcharges, Xero’s Add Payment screen forces any amount over the invoice total to be treated as an overpayment/credit, not as intentional extra income. This prevents me from allocating the excess directly to specific income accounts (e.g., Qualified Tips or Card Processing Fee Income) at the time of payment. As a result, I have to use multi‑step workarounds (separate Receive Money and Spend Money entries, later adjustments once bank feeds arrive) just to reflect a single real‑world payment event: invoice amount + tip/surcharge − merchant… more

    4 votes

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (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 🙂

19. Invoicing | Tracking - don't override with contact default when copying invoice

    Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.

    New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.

    Classic invoicing did not have this error. Could you please fix it urgently?

    Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.

    New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.

    Classic invoicing did not have this… more

    31 votes

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    submitted  ·  9 comments  ·  Invoicing  ·  delete…  ·  Admin →
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20. Create a Picking Slip from packing slips over a date range / invoice no.

    As small market gardeners we currently utilize the invoice and packing slip within Xero which works and works for us well. My suggestion idea is to take the packing slips which identify how many of what items required and collate those into a printable or electronic report (picking slip) which provides a total no. of each of the items within the packing slips over a specified date range. look forward to feedback

    2 votes

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (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 🙂