1082 results found
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Two statements, two projects, one contact
We have two projects running under one contact and it is not possible to send two different statements. I have to duplicate the contact or create a manual statement.
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Modernize Advanced Templates: Full Support for Modern Word (.docx), Embedded Fonts & High-Res Branding
The Vision: Every business deserves to send invoices and quotes that look as professional as the services they provide. Currently, Xero’s "Advanced Template" engine is built on 20-year-old legacy standards that "obliterate" modern branding, fonts, and high-resolution graphics.
We are asking Xero to modernize the template parser to support the industry-standard OpenXML (.docx) used by modern versions of Microsoft Word (Office 2016/365).
Why this matters to your business:
Brand Fidelity: Stop your high-res logos from turning into blurry, low-res bitmaps.
Modern Typography: Use modern fonts (like Google Fonts/Montserrat) through proper font-embedding support.
Layout Stability: Fix the "broken" tables and distorted…
26 votesThanks 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. 🙂
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New Invoicing - Addition of Account Number Field
New Invoicing - Introduce the Account Number Field to the new Invoice template.
1 voteThanks 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. 🙂
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GST
This is based on an actual example.
I had an invoice for around $15000 which consisted of around 10 line items. It appears Xero calculates GST per line item which is rounded (which is fine) and then for the total at the bottom appears to add up the rounded line items. What this meant in my case was that the GST total was 1 cent out where on my invoice it showed $2037.59 and on the purchase order I had it was $2037.58. The latter was the correct amount. What this meant was that this was enough for a big…
1 voteThanks 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. 🙂
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payment button to user invoice for taking customer phone payments
Require a "Pay Now" button available on the user invoice in Xero so when a customer rings wanting to make a payment over the phone, the Xero user can select and open the correct invoice, click on "Pay Now" and this take the users to the (Stripe) Payment Window where card details can be entered and payment accepted. Not all our customers have access to emails and can access the online portal via the emailed invoice. We have just moved from SAGE where this function was available and made accepting payments, quick, easy, simple and secure.
1 voteThanks 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. 🙂
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track quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal
Track or link quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal
1 voteThanks 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. 🙂
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Annual Subscription Column
Looking for a way to show separate totals on quotes, itemizing "items" into separate columns. Such as one total for hardware and installation, and another for annual support or subscription costs.
Typically when we quote out jobs the subscription for annual support/subscription is billed separately. It is added to an annual bill with the rest of the subscriptions separate from the one time quote for installation of new hardware. When sending a quote over for adding more hardware, for client budgeting purposes it allows them to know total cost they need in the budget but separates the one time charge…
2 votesThanks 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. 🙂
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Tax ID Display Name in Standard AR Invoice
The rational of display Tax ID Display Name under the client contact doesn't sounds right as this is the column where we should key in our own company information.
When we using the standard template of Xero for AR Invoice, if there is tax id keyed under client's name, the field of "Tax ID Display Name" will be display under the client name. this sounds weird when I was told to amend the "Tax ID Display Name" which can be found under Financial Setting to something called "TIN Number" or "Tax ID Number" to make the display right.
1 voteThanks 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. 🙂
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clover
Integration with Clover just like you have with Stripe and GoCardless. It is significantly cheaper than Stripe, and with costs increasing everywhere it would be nice to reduce some payment services costs.
1 voteThanks 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. 🙂
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Send a receipt of payment to a client when
When reconciling payments from clients in bank, include an option to send a receipt in the same page, instead of searching for the payment in client's contact.
1 voteThanks 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. 🙂
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seperate quotes and invoices so users can submit quotes without having access to all invoices
We have guys out on site who need to be able to raise a quote for a client while they are on site for parts or additional works for their call out but we don't want those engineers to have access to see all of the sales invoices for the larger projects and we don't want them to have to wait until someone in the office approves it whilst they are waiting on site for it to be done.
I'd like a there to be a way that we can set permissions for certain users to be able to create…
1 voteThanks 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. 🙂
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Retaining cutomer name
When in the invoicing screen why can't the customers name stay in the field when clicking on awaiting payment, paid, draft etc instead of having to constantly re enter the customer name.
1 voteThanks 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. 🙂
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credit notes
Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.
1 voteThanks 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. 🙂
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Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)
Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)
I recently started using Xero and I have been really enjoying the simplicity and usability of the platform so far.
I wanted to share a suggestion regarding the "Date" field when entering bills. Currently, there appears to be only one date field, which can be interpreted either as the invoice date or the posting (accounting) date depending on internal company practice.
From an accounting and reporting perspective, it would be very helpful to have two separate fields (Invoice and posting Date). Benefits are:
1. Enable more accurate AP accruals…2 votesThanks 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. 🙂
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Quotes: Hide line item cost
Back in 2022 I asked for the following and never had a response? Seems I am not the only one who would like this option please . The history is on the chat.
Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?1 voteThanks 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. 🙂
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Trigger e-Invoice via API
We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.
Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.
This idea was first shared on the developer uservoice more than 3 years ago https://xero.uservoice.com/forums/5528-accounting-api/suggestions/46554133-trigger-e-invoice-via-api
1 voteThanks 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. 🙂
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Pre-payment (Deposit) Receipt
When a customer makes a deposit the only way to enter it into the system so it can be allocated later is as a prepayment, but this creates an INVOICE which appears to have a balance rather than a receipt showing that that amount has been paid. Customers want receipts for their prepayments.
2 votesThanks 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. 🙂
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repeating
Feature Request: Repeating Invoice Preview & Breakdown
Summary
Add a real-time preview panel to the repeating invoice setup screen that clearly shows how many invoices will be generated, their dates, and expected amounts—similar to the instalment breakdown experience in GoCardless.⸻
Problem
When creating repeating invoices in Xero, there is currently no visibility into the outcome of the configuration before saving. Users must mentally calculate:- How many invoices will be created
- The exact invoice dates
- The total value over time
This becomes especially difficult when working with:
- Custom repeat intervals (e.g. every X months)
- End dates vs no end dates
- …
1 voteThanks 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. 🙂
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Proforma invoice
Would also like a Proforma as well as a quote to start PF-0000, as sometimes customers decide not to purchase from us & then we have to credit the invoice raised, or they take 5+days to make the payment & this messes up the invoice numbers.
3 votesThanks 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. 🙂
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contact name suggestion
we have hundred of customers and I sometime mis-spell their names when starting in invoice. Its would nice if an intelligent pop up would come up and say 'Mr Blougs' doesn't exist, did you mean Mr Bloggs? and links straight to it. At the moment it's just an unfriendly 'this contact doesn't exist' or something.
1 voteThanks 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. 🙂
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