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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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1065 results found

  1. 1st) I suggest on embedding the Validated QR code to the normal PDF invoice so that we can print multiple invoices at one go and our normal PDF invoice also consists of banking details and credit terms whereas the Validated E-Invoicing has none of these.

    2nd) I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.

    3rd) Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The…

    19 votes

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    2 comments  ·  Invoicing  ·  Admin →
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    Hi Maggie and others in community who've voted, we appreciate hearing the changes that'd help you when sending eInvoices with Xero.

    Just to note, as each point you've raised would be considered separately by our product teams it's best to have an idea for each of these that we can get a feel of the community support through - see more on the qualities of a good idea in our Xero Central article 🙂

    I've updated your idea here to represent the first point for embedding the QR code on the PDF of the invoice. You'll see I've created ideas for the other points you've noted below.

    If there's any progress for these we'll share on the respective idea/s. Thanks!

  2. Dear Xero Team,

    I hope this message finds you well.

    I would like to propose a feature enhancement to support businesses in Singapore that operate with a base currency other than SGD but are required to comply with IRAS GST submission guidelines.

    Under current IRAS requirements, when issuing invoices in a foreign currency, the GST amount must also be presented in SGD using the prevailing exchange rate at the time of supply. However, in Xero, when the organisation's base currency is not SGD, there is currently no built-in field or conversion box to show the SGD equivalent of the GST…

    7 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Thanks for your votes and comments on this idea for a SGD conversion box for GST compliance. It's clear this is a feature many of you would like to see in Xero, and we really appreciate you sharing your feedback. For now, it is possible to use the Reference field to include the SGD value of the transaction. We’ve reviewed this idea and while we can see the value it would bring, it's not currently on our short-term development roadmap. We'll be keeping an eye out for more interest (votes), as these are a key factor in helping us decide what we build next.

  3. Please move the SAVE for the New invoicing to the bottom as per old invoicing. When you have an invoice with 30-50 items and then have to scroll back up to save it adds to the pressure of getting things done.

    Or Better still

    Leave the old there until you've got it together and your Paid subscribers are happy.
    We are seriously looking at moving away from XERO due to all the changes you impose on us without proper UAT. More often than not it creates more work for us and causes more stress we just dont need in an…

    245 votes

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    44 comments  ·  Invoicing  ·  Admin →
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    Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.

    While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.

  4. we wish that staff users can send their own invoices but no visable to other staff
    at the moment only Draft function, but not sending the invoice out

    2 votes

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    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 🙂

  5. We would like the option to provide an "estimate" for our Customers, rather than a quote. In our industry, we don't know exactly what items will be required, until we have started the job. If we give our Customers a quote, they expect us to honour the price quoted. An estimate gives us more flexibilty with the specific items we need to order and charge for.

    2 votes

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    0 comments  ·  Quoting  ·  Admin →
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    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. For an Italian company. In order to send invoices to Italian clients, legally they MUST be sent through the Sistema di Interscambio (SDI), a government portal. Which helps prevent fraud and reduces tax evasion and increases visibility.
    The e-invoicing is a specific format and Xero currently doesn't support.

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Appreciate you raising this request with us in Xero Product Ideas, Stuart. We'll start to get a wider interest from the community in this here. Please feel free to share this idea with other colleagues that would like to see that so we can get a better understanding of the demand.

  7. We raise an invoice to a client.
    They pay it.
    Then for some reason, something changes.
    We need to raise a credit note against that invoice!

    I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.

    What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.

    It is not an option within Xero to 'copy to draft' and create a negative…

    37 votes

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    10 comments  ·  Invoicing  ·  Admin →
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    Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.

    While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.

  8. PREVENTING INVENTORY UNIT AMOUNTS FROM BEING EDITED IN INVOICES.
    ON A COUPLE OF OCCASIONS NOW I HAVE ACCIDENTALLY TABBED TO THE AMOUNT COLUMN AND ENTERED A QTY. WHICH HAS OVERWRITTEN AN ITEM AMOUNT FOR THAT INVOICE - AS I HAVE MANY SIMILAR INVENTORY ITEMS FOR A CUSTOMER I OFTEN USE " LOAD LAST ITEMS " THAT HAS CAUSED ME MULTIPLE INCORRECT INVOICES AS IT LOADS THE EDITED PRICE NOT THE STD ITEM PRICE LOOSING ME $100s OF DOLLARS THAT HAVE BEEN PAST PAID. CANT SEE A WAY OF MAKING THE INCOICE AMOUNT COLUMN UN EDITABLE -
    WHILE PROTECTION OF AN…

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Thanks for sharing your idea about making this change to prevent accidental (or unauthorised) changes to the sales prices on invoices.

    Now it's up to the community to get behind and support your idea. You might like to share your idea with any colleagues that this could also benefit, so they can add their votes and comments too!

  9. Advance Template. Allow custom fields for advance templates (For all forms). like custom field 1, custom field 2 and custom field 3. So that we can add fields like salesperson name, contacts, terms, etc.

    4 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Hi Choonke thanks for raising this here. We understand the need for having Sales person's fields both on the invoice itself as well as the custom template. We have opened this idea up for the community so they can add their votes and comments on this idea. In the meantime, we'll monitor this space for more traction.

  10. When on pretty much any view, sometimes you just need to copy an invoice number (or a few).

    Now, when you click on a line, it goes to the invoice.

    Please give an option to disable the click to go to invoice/credit/bill, and allow us to click on a line to highlight/copy as right now it gets annoying - you have to click, but then press escape quickly enough, or, download as a CSV which just takes too long.

    Thanks

    2 votes

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    2 comments  ·  Invoicing  ·  Admin →
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    Hi William, thanks for your reply here.

    I've checked the Invoices and Bills pages, and see much the same sort of behaviour. For example, when trying to highlight an invoice number in the Number column, or the Reference column for Bills, it tends to take you into the transaction.


    Thanks for sharing your idea about how you would like to see this changed.


    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 votes and comments about how this would help them, too!

  11. 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…

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    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. Please remove the invoice amount from the "New Invoicing"

    This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.

    54 votes

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     ·  30 comments  ·  Invoicing  ·  Admin →
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  13. Xero really needs the ability to select all, or at least select multiple lines at once. In a group monthly invoice, it can take over an hour to delete or edit lines individually.
    It would also be a major improvement to allow grouping of identical line items—so that all quantities for the same item appear under a single line, instead of generating hundreds of separate lines for the same thing

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    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 🙂

  14. I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.

    9 votes

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    Thanks for letting us know what you're tried, Roland.

    We appreciate you taking your time to share changes that would be most meaningful to you.

    If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.

  15. 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 vote

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    0 comments  ·  Invoicing  ·  Admin →
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     ·  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. 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 vote

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    1 comment  ·  Invoicing  ·  Admin →
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     ·  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. Would like to be able to SMS fully paid invoices.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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     ·  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. When using the invoicing system in Xero, there is no ability to move columns around. It would make my workflow much easier if I could enter quantity first, followed by product code, as this matches the standard ordering format in our industry. When customers place orders, they typically specify the quantity first and then the product size or code.

    In our previous system, we were able to click and drag columns into any order (similar to how line items can currently be rearranged in Xero). However, with the current fixed column layout in Xero, I often find myself writing phone…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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     ·  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. 🙂

  19. We do very detailed quotations that are done from our quote / costing sheets. These are then sent as a PDF to clients. It would be really helpful if these PDF could be uploaded like a bill to Xero quotes and invoices.

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hi Alyson

    We appreciate you sharing your idea! It’s been reviewed and is now live for community backing!

    Get your colleagues involved to vote and comment on how this change would enhance their use of Xero ☺️

  20. Enable to add/remove contact when creating invoice to group contact.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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     ·  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. 🙂

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