1082 results found
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Sales Overview - Make Tickboxes available in the All tab
Add the tick box in Sales Overview > Invoices > ALL tab
We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.
7 votesRounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
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Stripe Dashboard Integration
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…
6 votes -
Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
7 votes -
E-Invoicing - Automate Xero Network connection when company details match
When a Xero customer is creating an invoice for another Xero customer - why not allow this to automatically show up in the Bills section, if the receiver agrees to this. Would save a heap of time and coding.
5 votesHi team, sorry we have not engaged with this idea before now. I'm pleased to confirm that this idea is already a feature within Xero.
If a user is in an eInovicing region(AU, NZ or UK) and has registered to receive eInvoices, once you add them as the Contact to your invoice the option to 'Send as an eInvoice' will appear.
For non-eInvoicing regions the option to send via the Xero network is available and your customer will be able to share their Xero network key with you to send with this option - This option is currently available from the Awaiting Payments list screen, however we're currently developing the ability to send with the Xero Network from within an invoice and you can stay updated on this delivery here.
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Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
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Email templates - Ability to send statements using different email templates
I would like to be able to send statements using different email templates depending on how old the debts are. Smart lists seem to have the functionality to filter what I want but no option to send statements based on those lists.
8 votesHey community, thanks for sharing this idea.
For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊
As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.
However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.
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Quotes - Delete multiple lines
it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.
6 votes -
Sales Invoice - Ability to translate to other languages
I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.
9 votes -
Invoices - Automatically mark invoices from WFM as Sent to set off Reminders
When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?
7 votes -
Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votesHey everyone, we're excited to announce we have a new Workpapers solution in development that'll improve accessibility and collaboration for accounting practices, solving for the needs in the idea here. You can read more on this from our Xero blog.
It'll be a phased release, starting with Australia and expanding to other regions in 2026. I'll keep you updated here on it's release.
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Xero Network - Ability to share Xero to Xero key link
Ability to share a link to share Xero to Xero key
9 votes -
Invoice - Ability to change text and sort the invoice by the headers
Improve Text Formatting - Invoicing
Ability to change all text to caps, lowercase or sentence case (like Microsoft word feature) to enable more consistent, professional invoicing in less time. For example when adding multiple billable expense lines.
Ability to sort invoice lines by the headers, i.e. description (alphabetically), by price or amount high-low etc.
6 votes -
Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen
Repeating Invoice: Sales Overview Screen - add a Last Updated Date to the Overview Screen
Purpose: We use repeating invoices for the Auto Pay feature but most invoices need some form of adjustment before being sent each month. With a list of repeating invoices that goes on for pages it would be great to see the last date/time each invoice had been updated so that if you are interrupted during the monthly updating you can tell where you are up to when you come back to the Sales Overview screen, rather than needing to keep track of this somewhere else.
6 votes -
Sales Invoice - Show supplier
Having the option to show client or supplier on invoices.
Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.
6 votes -
Xero Network - Option for customer to receive invoice as a spend money transaction
For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.
Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.
3 votesHi community, we appreciate your feedback here. While we have enabled Xero to Xero within new invoicing we want to be open that we don't have plans for developing the ability to send invoices to create spend money transactions in a recipients organisation.
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Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
7 votes -
Quotes - Permanently Delete Quotes
Ability to delete quotes permanently in Xero.
Purpose: To make the ‘All tab’ didn’t get mixed up with the unused quotes that were supposed to be deleted.
134 votesAppreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
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Credit notes- bulk allocation
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.470 votesThanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
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Quotes - Preview option
Ability to have preview options for quotes
Purpose: To make sure that quotes can be printed nicely.
47 votesHi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
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Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa
Allow the automatic matching of sales invoices against purchase invoices for the same contact.
Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.
66 votes
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