1027 results found
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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 votesAppreciate your feedback here, team.
The pop ups are shown as a means to help highlight and confirm the actions that have been made, but we understand for some customers this may seem unnecessary.
We'll continue to get a sense of the wider interest of this idea here and I'll share if there are any updates.
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Invoices - Open "Add Payment" option in a separate popup window or overlay view
Invoicing Add Payment - can we please have the add payment option pop up in a separate box like it did before on the new invoicing. Now you have to scroll to the bottom of the page to enter details and add payment, but I have to scroll up to see my invoice number and reference and as I type, it scrolls back to the top.. like you're fighting with something that should be a 2 second job. Why does this need to be on the bottom and why did it change at all?
6 votesHi everyone, we hear the request for an in-page popup option to add payments, so you can apply payments to invoices without needing to scroll up/down the screen.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving the payment entry experience.
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Sales | Invoice list - Show scheduled invoices
On sales overview (invoices), it would be really good to have "scheduled" in the "sent" column - where an invoice had been scheduled to be sent by email, but not yet been sent. A column showing the date they are due to be sent would be even better.
If not as above, it would be really handy if you could click on a tab for "scheduled" so you get a list of invoices that are scheduled, and the date they are due to be sent (like the 'scheduled' folder in Gmail).
3 votesGreat to hear you're finding use in the Invoice scheduler, Xav. Being a new feature that's still being rolled out to customers working this feature into other areas like the invoice lists view hasn't been planned just yet, however it would be good to get a sense of the wider interest in this here.
We'll share if there are any updates.
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Quotes - New field for Repeating Fees
With so many forecasting app using Xero Invoices & Quotes, we would like to see Quotes get an upgrade. Specifically add fields to show the billing frequency for that line.
This would allow us to build our dymanic quotes in Xero, showing one time fees and monthly recurring ones. Hopefully this could also then auto-create the correct invoice types when accepted. So One-time lines are grouped into one regular invoice and all monthly lines are grouped onto a monthly repeating template.
6 votesHi Rebecca, thanks for sharing your idea, and letting us know the changes that matter most for you. While there is no development plans yet, we will open this idea up for other users who may find this feature useful so that product team has more visibility. In the meantime, the best option is to continue using repeating invoices. Cheers
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Email templates - Statements 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?
17 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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DOCX - Allow Apple and Google Pay links
Current Limitation - Apple pay or Google pay options are available on the standard invoice template and it cannot be incorporated to advance invoice template. In the advance invoice template only credit/debit card options are available.
Suggestion - Incorporate all the payment options to the advance invoice template.
2 votesThank you for sharing your idea to make Apple Pay and Google Pay available when using an advanced invoice template. We understand how helpful it would be to offer customers convenient digital wallet payment options while retaining the flexibility of a customised invoice design. ⭐
We’ve reviewed your idea and moved it to the ‘Gaining Support’ status so other community members can vote and comment. Their feedback will help us understand how broadly this would improve the payment experience for businesses using advanced invoice templates.
If this would be useful for your business, please add your vote and share any additional details about how you’d like it to work.
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Invoice Reminder - Prevent invoice reminder when a matching bank statement line is detected in Xero
A related problem is the risk of customers receiving reminders despite payment having already reached the bank but not yet having completed Xero's reconciliation workflow.
Requested improvement:
If an incoming bank transaction is clearly matched to the invoice, payment reminders should at least be suspended pending reconciliation.2 votesThanks for sharing this suggestion, Daniel. We understand the request for payment reminders to recognise when a payment is already on its way, such as an unreconciled bank statement line. This could help avoid sending reminders when customers have already made a payment, but not yet applied to invoices.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your thoughts.
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Xero automatically reassigns Payment Account for Stripe payment service after adding new Stripe bank account in Xero
Whenever we add a new Stripe bank account to a Xero organization, if that org has another Stripe bank account set up as a Payment Service, Xero automatically transfers the service's Payment Account to the new Stripe account. (It may also turn off the "Automate my fees" setting if it was previously turned on - I'm not sure about that part.)
This behavior is inexplicable, and has resulted in invoice payment account transactions posting to the wrong Stripe bank account if not caught right away - I assume it's a glitch and not intentional. Thanks!
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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Automatic Currency Conversion on Quotes
The price of the products and services on the quotation should be automatically converted to the currency applicable to that shown for the Customer/Contact.
It is time consuming and error prone to have to do this manually every 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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Invoice Number column should be included in the GST Audit (Beta) report
Both Invoice Number and Reference columns should be included in the GST Audit (Beta) report as Reference might be different from Invoice Number.
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 needs to make it a feature, to be able to put a bill on hold and be able to add a note as to why.
Xero needs to make a new feature, after a bill has been approved, you need to be able to put a bill on hold and be able to add a note as to why, so the bill cannot be mistakenly added to a batch, till the issue has been rectified and release from hold.
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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Branding templates
Firstly, please make a category called Branding, which addresses all of the branding templates (not only Invoices and Quotes).
Secondly, ALL the Word templates have the limitation of not supporting hyperlinks while the default templates. We only discovered that after spending hours creating the Word templates. Please add that urgently.
Thirdly, Xero currently only supports One default Branding Scheme for ALL documents. We only needed to change the default Statement to a Word template but we are now forced to redo ALL templates to Word. Please enable default document templates to be set from a mix of standard and Word…
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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multi currency
It would be good if you could void a multi-currency invoice after you have downgraded the Xero plan. Currently, you have to pay to upgrade for a month to Void or apply credit notes to invoices. This is a significant upgrade for our clients with small business.
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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Automatically add invoices to expenses
When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
Potential matches should be ranked using:
- Amount or similar amount
- Transaction date or a configurable date range
- Supplier or customer
- Invoice or receipt reference
- Currency and other available details
The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then…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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Repeating invoices: enable PayTo without credit card payments
Please add the same granular payment method controls to repeating invoice templates that are already available on individual invoices.
Using Stripe in Xero, I can enable PayTo and disable credit/debit cards on an individual invoice. Xero Support has confirmed this configuration cannot be saved on a repeating template.
We want to offer PayTo on recurring invoices while retaining card payments for one-off customers. Card processing fees are substantial on larger invoices, so this flexibility matters.
Currently, we must manually edit each generated invoice to achieve this, defeating the purpose of automated repeating invoices.
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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Invoice and receipt reconciliation for emailed documents
When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
Potential matches should be ranked using:
- Amount or similar amount
- Transaction date or a configurable date range
- Supplier or customer
- Invoice or receipt reference
- Currency and other available details
The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then…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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In smart document capture, it would be better if the due is calculated from the invoice date, similar to adding bills individually.
In smart document capture, the due date should be calculated from the invoice date, for example, if i review an invoice for 20 June 2026 and i go +7 for the due date it should be 27 June 2026, but currently it adds seven days to todays current date instead.
I feel this would be a welcomed improvement to the system
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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Email invoices from our email address instead of Xero.com using to increase views
Only 34% of our invoices from Xero are ever actually opened since the xero.com addresses is seen as a newsletter or promotional email by recipients email app. Our workaround is to download and copy the PDF into a direct email to the customer which has an almost 100% open rate. Isn't there a way to have the invoices come from our own email / domain instead of Xero's?
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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Default “Attach files to eInvoice” option for supporting documents
Please add a setting that lets users have “Attach files to eInvoice” selected by default when sending eInvoices.
For businesses that regularly send supporting documents with eInvoices, having to manually tick this box each time adds an extra step and increases the risk of attachments being missed.
A default setting would help streamline the eInvoicing process and improve consistency.
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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Billable expenses - Select quantity to apply to invoice
Please could we have the option to add billable expenses to a customer invoice by quantity.
At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a…4 votesHi Stacy, thanks for sharing this idea and the illustration you've provided.
We can see why having the ability to partially assign billable expenses could be useful. The idea is to allow only part of a billable expense quantity or value to be applied to an invoice, making it easier to distribute costs across multiple invoices, customers, or projects without needing to manually track the remaining balance.
We've updated the status of this idea to Gaining Support. If this would be helpful for your workflow, please add your vote and share more detail about your use case.
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