1011 results found
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Credit Notes - New credit note does not show Customer Contact Account Numbers
Your NEW credit note is no use to us as it does not show the client account number (not the bank the contact account number). If you are re-designing a layout at least keep the info you could previously see! Update before this is mandatory please
3 votesHi Sally, 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.
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2737.pdf 94 KB
566 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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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?
13 votesHi, 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.
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Invoices - Due date for sales invoices 45 days
Invoices - Please could we have an option for due date to calculate 45 after the invoice date and then end of the month? EG invoice date 1st May 26, due date is 1st May 26 plus 45 days = 14th June, EOM = 30th June (due date). This is a common way to calculate due date in Southern Europe. Thank you!
2 votesThanks 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.
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Invoicing - New invoicing layout is due for an update
With the changes and improvements to the design of the Purchases overview > Bills page and tabs quite some time ago, it would be expected and easier to navigate through Xero if these design changes reflected in the Sales overview > Invoices page. The invoices page (despite the new invoicing experience when opening an invoice) is still the old outdated design that the Bills used to look like.
The bills and invoicing used to be the same design and while it's great to have an improved design in the bills section, it is sometimes not intuitive that the invoicing has…
5 votesHi Cameron, 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. Feel free to share it with your peers so they can also add their valuable feedback.
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Cashflow Manager - Ability to show Contact group
Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.
5 votesH Emma, 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! Cheers
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einvoicing
I have customers that want to receive eInvoices. Can you set a customer preferences in their profile so that Xero automatically sends an e-invoice? I want some to automatically receive einvoices and other not to.
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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Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.
The work-arounds are not easily achieved.
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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Overpayment - Audit trail back to bank statement line
Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.
3 votesThanks for sharing this idea with us, and for letting us know this change would be helpful for you 😊
We’ve now moved your idea to Gaining Support so that other customers can vote on it and add their feedback too. This helps our product team better understand how many people are looking for this and the impact it could have.
If this is something others would also find useful, we’d encourage them to add their vote and share a little more about how this would help their workflow.
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excel invoices import
Import invoices created in Excel directly into Xero
I currently create my customer invoices in Excel and would like an easier way to import or integrate these invoices directly into Xero.
It would be useful if Xero allowed an Excel or CSV invoice file to be uploaded and automatically create the invoice in Xero, including:
Customer name
Invoice number
Invoice date and due date
Description / line items
Quantity and price
GST / tax rate
Account code
Invoice total
Ideally, the import could remember the column mapping after the first setup, so businesses that already use their own Excel invoice…
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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Quote
I like the feature on the mobile app where I can copy an invoice to be able to send it via text but I can’t seem to do the same with quotes which would be helpful.
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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Invoicing - Invoice status for An invoice that is still an order
Hi all,
I would like to float the idea of including an 'Order' button/tick box on the invoices.
The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..
This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on…
3 votesHi Matthew, 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.
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
2 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Invoices - Add a warning or lock when invoice is already being worked on by another user.
When two users open the same invoice draft on different devices and make changes simultaneously, only the changes made by the last person to save and close the invoice are retained, resulting in earlier changes being overwritten.
It would be very helpful if Xero could restrict invoice drafts to be opened by only one user at a time, or provide a warning/lock to prevent simultaneous editing and accidental data loss.
8 votesHi Malki! 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.
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Edit an Accepted Quote
The ability to modify an Accepted Quote to add the Customers PO number in the Reference filed.
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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Import Xero Blue invoice details back to Xero Green financial tab
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
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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I think we should be able to put on what payment method we want paid by, it should not automatically be put as card payment, can this be put
I think we should be able to put on what payment method we want paid by, it should not automatically be put as card payment, can this be put out there as something to look at so it brings up a pop up so we can decide before submitting the invoice to the customer as some of our goods need to be paid for by bank transfer not card payment.
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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Allow credit note allocation AFTER lock date
Allow Credit Notes to Be Allocated in Locked Periods Where No Transaction Values Change
The Problem
Xero currently prevents a customer credit note from being allocated to an invoice if both the credit note and invoice are dated prior to the organisation's lock date.
This creates a practical issue for businesses because customer credits are often not allocated until the customer makes payment, which may be months or even years after the credit note was originally raised.
In my case:
Invoice dated August 2025
Credit note dated March 2026
Lock date 30 June 2026
Customer paid in August 2026 and…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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Prepayments - Ability to set a custom allocation date
Prepayment allocation doesn't work for us as the dates are incorrect.
We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.
Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.
I would request we have a further option to add a custom date of when the prepayment was actually allocated.
We have frequent…
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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Quote - "Copy to draft quote" to copy ALL details
"Copy to draft quote" to copy ALL details from the invoice.
Currently, when a new quote is created from and invoice using "Copy to draft quote", not all details are copied form the invoice.
For example, the currency is not copied from the invoice but from the customer's default currency (which may be different than the invoice's); I am not aware whether other parts of the invoice are not brought over to the quote.I contacted support who confirmed that this is a feature - it is actually done on purpose.
I think this is in fact a bug and…
4 votesThanks for sharing your feedback on this. We understand why it would be helpful to have complete confidence that all details carry over when copying an invoice to a draft quote. At this stage, we’re going to move this idea to Gaining support so we can continue tracking interest and better understand how many customers this impacts and the specific details they expect to be copied across. While we can’t commit to any changes right now, your feedback is valuable and helps inform how we assess possible improvements in this area 🙂
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