1011 results found
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Manage Card Payments on Invoice - All Users (UK)
Give all users that create invoices the ability to manage card payments. I believe only higher users can do this and users that only have access to sales cannot change this. We currently request payment by bank transfer to keep the cost of card payments down, but we do have card payments available, so we'd like to be able to send the invoice without and add if requested.
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 have a client who makes his own items then sends his customers the items on consignment. They only pay him for the items once they have so
I have a client who makes his own items then sends his customers the items on consignment. They only pay him for the items once they have sold from their stores. He currently sends an invoice with all the items, because there is no sales order in Xero, to send as a packing slip, but invoice parts only. Like there is a Purchase Order where now parts can be billed, there needs to be a sales order so parts can be invoiced. Then you convert any finalised items to the invoice, leaving the rest behind on the sales order ready…
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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Inventory - Add Sales and Purchase columns to main inventory list
On the Products and services form/screen, have the ability to show and filter the Purchase and Sell tick boxs.
Then I can see products are only available on Sales or Purchase Orders or both!2 votesHi Roy, thanks for sharing this idea. We can see how having more flexibility in the Products and Services list view, including the ability to customise or add columns, could make it easier to review item details at a glance.
At the moment, additional item information can be accessed by opening individual records or exporting the list to CSV for review in a spreadsheet.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific fields or columns you'd find most useful, we'd love to hear more about them.
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tracking categories
In the classic the tracking categories that are assigned to a customer, would automatically populate into the tracking fields on an invoice. This no longer seems to be a feature but it is something we would love to see implemented again as it saved a lot of time.
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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Ability within new invoicing to adjust font sizes and move "Attn:" line to below company name
In new invoicing, please allow the option to shift where certain lines display. For example, the "attention" line is now above the business or contact name. While it's crucial to include "attention", we need the choice of where that line appears.
Also, we need the ability to change font sizes. From a design perspective, the balance of amount due and due date do not align with the other invoice elements, including the title "Invoice". We would like flexibility to adjust these items to reflect a more tasteful invoice design that aligns with our brand.
Thank you for your consideration.
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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Stop the annoying pop-ups when copying a previous invoice to draft invoice
Stop the annoying pop-ups when copying a previous invoice to draft invoice, there is no need for this as I am copying that specific invoice for that same customer and I know its been copied!!!!!
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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Can the statement reflect the period outstanding . For instance a field where it indicates how many days from due date the payment is outst
Can the statement reflect the period outstanding . For instance a field where it indicates how many days from due date the payment is outstanding.
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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New standard invoice formats not legal to be used in the UK
The new standard invoice layouts do not include registered company address or what country the company is registered in as required by UK law.
I know I could add them in additional business details but it would really confuse my customers having 2 full size addresses at the top of the invoice.
I did log case CX0018679522 and was told I would have to create personalised Docx layouts!
Why have you introduced the new formats when every UK user will have to create Docx formats for all document formats?
This is especially hard for me as I have to do…
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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New standard invoice templates not legal to use in the UK
The new branded invoice layouts do not include registered company address or what country the company is registered in as required by UK law.
I know I could add them in additional business details but it would really confuse my customers having 2 full size addresses at the top of the invoice.
I did log case CX0018679522 and was told I would have to create personalised Docx layouts!
Why have you introduced the new formats when every UK user will have to create Docx formats for all document formats?
This is especially hard for me as I have to do…
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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Update quote after invoicing- BACK ORDER
When invoicing from the quote have the quote be updated after what was invoiced just like how the feature is for the purchase orders
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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1 REMINDER FOR MULTIPLE INVOICES DUE
It looks like reminders go out to customers for each individual invoice meaning customers receive multiple email reminders. Can this be set up so that customers with 30 day month end, 45 day month end & 60 day month end etc only get 1 email with all invoices overdue as a reminder?
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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cc and bcc fields in emails
Send myself a copy does NOT show the email address / addresses that it has been sent to, only my own email address.
Emails sent to clients do NOT show all email addresses sent to.
This is a critical issue with regards to visibility.
There is no cc or bcc field when emailing invoices, even though it is referred to in answers previously by Xero.
Can we expect a fix for this?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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Projects -Ability to send separate statements for projects to same 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.
3 votes🌟 Thanks so much for sharing this idea, Larissa. I can appreciate how frustrating it must be to have to duplicate a contact or create manual statements just to manage separate projects under the same customer.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help. We’ll continue to monitor community support and interest, as feedback like yours plays an important role in helping us understand where improvements are needed most.
We really appreciate you taking the time to explain your experience and the workaround you’re currently having to use.
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User permissions - Read only access export all
read only is almost self defining - unfortunately read only users are not able to export (some) tables. The rational is that they are bundled with import. Can read only users have the right to export data.
2 votesThanks for sharing your idea with us 😊
Your idea has now been moved to Gaining Support so other members of the Xero community can vote on it and add comments to share how this change could improve their experience too.
Community feedback helps us understand what matters most to our customers and partners, and we’ll continue to monitor the support for this idea.
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Invoice: Round GST on subtotal only rather than line-by-line
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…
4 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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Invoices - Allow temporary client invoices without creating permanent contacts
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
4 votesThanks for sharing this suggestion, Anzelle. For businesses handling walk-ins or one-off custom work, creating a new contact for each interaction can add extra records to manage. A way to generate temporary or single-use invoices without saving a permanent contact could help support simpler record keeping while still allowing proof of payment.
We’ve moved this to Gaining Support so interest can be tracked and shared with our product teams for review alongside other workflow improvements.
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split
In software industry, it is common to have payment terms such as:
- 30% at signature,
- 30% after user acceptance
- 40% after production releaseIts would be great to have a feature to split a quote into several invoices, and to be able tpor folow the % of amount already invoiced
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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Provide more advance notice that an invoice is due
For direct debits, you send a notification of the latest Xero subscription invoice on the day that its due, which doesn't always give enough lead time to have cash ready in the account. Could you provide at least two days' advance notice?
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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Xero App - Send an invoice via SMS from the app instead
Allow the send invoice by SMS option to be available in the mobile app. Moving the option of sending an invoice by SMS to the top of the page instead of at the bottom would be much better too. Most businesses will have templates set up, so this is why it would be easier to have the option at the top of the page.
4 votesHi everyone, thanks for sharing this suggestion. We understand that when you’re working on the go, being able to send invoices quickly can make a big difference, especially when customers prefer receiving updates by text.
The suggestion here is to add a direct SMS option in the mobile app, so users can send invoice links to customers without needing to switch between apps or copy and paste details manually.
For now, you can use your device’s share options from the invoice to send the link through your preferred messaging app. While this isn’t the same as having a built-in SMS option, it can help make sharing invoices easier in the meantime.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback from businesses using mobile invoicing workflows.
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Notification of system generated notes
Currently, Xero doesn't send notifications or alerts when recipients add messages to invoices. You'll need to manually check the History & Notes section of each invoice to see if a recipient has sent a message, such as the reason for non-payment. It would be helpful to receive some notification of when an invoice recipient has provided a response that is automatcally turned into a system generated note.
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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