1012 results found
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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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Invoicing - Awaiting Payment list - Display average number of days they pay in
Invoicing - Awaiting Payment list - Display average number of days they pay in
When looking at the Invoices Awaiting Payment list, it would be very helpful to see the average number of days that customer pays in – so I know if it’s time to start chasing them.
Purpose: There’s no point in chasing an overdue invoice if I can see that it’ll likely be paid tomorrow. As it is, it takes 3 clicks to find that stat.
2 votesThanks for sharing this idea 😊. We can see why having the average number of days a customer usually takes to pay visible directly in the Awaiting Payment list would be helpful.
At the moment, this information is available on an individual contact record rather than in the invoice list view. We’re moving this idea to Gaining Support so we can better understand how many customers would like to see this surfaced more directly in the invoicing workflow.
We’ll continue to keep an eye on the feedback and update you here if there’s any news to share.
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New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)
New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.
In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.
Please revert to the old system where printing or downloading took the same number of clicks
or
- Change the current Print PDF button to read "Download PDF"
- Add a new "Print PDF" Button that actually prints the invoice.
384 votesThanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
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Invoices to import previous invoices
Invoices now have an option to import previous invoice lines, which I think is useless. What would be more useful, is if the software recognizes that there are outstanding payments from previous bills, and gives the option to add those to the new invoice so almost like a statement. "Hey, here's your new invoice, but remember you still have outstanding payments to make (date, amount, inv##, REF) with us. Total new invoice + old = Total, total."
1 voteHi 👋 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 🙂
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Client details
Please can you make it when invoicing a client their company name is auto-filled on invoices. Currently you have to manually add the company name to the contact address field. Or it does not come up on the invoices. Really annoying. Xero already has the company names, but you have to add it again to the address field.
1 voteHi 👋 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 🙂
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Thumbnail images
Option to show thumbnails of products on the Invoice and Packing Slip. We deliver hired equipment and it would be an invaluable visual safeguard when checking the correct items out and back in. It's also useful for clients at the point of ordering.
1 voteHi 👋 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 🙂
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invoice listing as numerical
just a suggestion. Someone needs to make the list of invoices in the ALL tab as flowing no matter the number. It shouldnt be as a text format. It should be as numerical format so invoices go from 9999 to 10000. Not send 10000 tot he beginning of the list. as a business we should be seeing all invoices as a flow from a 1-2-3-4-5 digit flowing from smallest to largest thats next inline. If you are going to state using DATE column then something needs to be worked out due to the numbering of invoices is numbers, not TEXT
1 voteHi 👋 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 🙂
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Bills - Ability to add Posting Period to manage late bills
Serious limitation in Xero is TB period control. Currently the TB is created using transaction date, so late bills effect prior period instead of falling into the current account period. This is a key feature of any accounting system and a major limitation of Xero for SMEs.
To make this work it feels like a very simple change is required:
- ability to select period when entering a bill, sales invoice or journal (drop down field)
- ability to produce TB by either date (current set up) or period (field referenced above)
This seems like such a simple alteration and would open…
2 votesHi Ben, thanks for sharing this idea. We can see how having separate document and posting dates could provide more flexibility when recording late supplier bills, while helping preserve reporting for closed periods.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you use this workflow, it'd be helpful to know whether you're mainly looking to improve month-end reporting, audit requirements, or both.
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site /Delivery address on invoice
Rather than complicate the customer contact page with multiple delivery addresses Create a box/line on the invoice page to add in a delivery address which can change each time you invoice the customer instead of putting the address in the descripton box. I supply services to a local council within their properties and it would look much better on the invoice if there was a dedicated box/line that can follow through from the quotation to show the individual site address that work took place.
1 voteHi 👋 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 🙂
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Invoice Receipt - Enable receipt when invoice fully paid (not part payment reciepts)
Now that XERO has the deposit payment option within invoices it would be great to be able to generate an invoice level receipt, when getting multiple payments on an invoice having to go into each one to generate the receipt then go and attach individual PDFs to the email is frustrating. Sure, at a payment level if you want to send receipts at each payment then keep that but once a job is complete and fully paid being able to generate just 1 receipt with all payment would reduce time spent.
Unless I'm missing something i also dont think a…
1 voteThank you for sharing this feedback.
We understand that when an invoice is paid through multiple part-payments—for example, a deposit followed by the remaining balance—you would like to send your customer one receipt for the full invoice once it has been paid in full, rather than sending a separate receipt for each payment. We’ve captured your feedback for consideration. If this would also be useful for your business, please vote for the idea and add a comment explaining how you currently manage multiple-payment invoices. This will help demonstrate the need for the improvement.
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Invoices - Ability to send "Paid" invoices (receipts) via SMS
Would like to be able to SMS fully paid invoices.
2 votesHi Jane, appreciate the feedback here. We understand that payment confirmation is an important part of the customer experience.
Extending SMS functionality to include “Paid” invoice notifications or receipts could provide a quick, mobile-friendly way to confirm transactions. We’ve updated this to Gaining Support so we can track interest and share it with the product team.
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Invoice - Ability to rearrange invoice columns
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…
3 votesHi Scott and Janine, thanks for sharing your feedback here.
We understand why having the ability to customise invoice column order could make invoicing workflows easier, especially for teams that process a lot of invoices or follow a specific data entry process.
This idea is suggesting the ability to rearrange invoice columns directly within the invoice screen, allowing businesses to set up the layout in a way that better suits their workflow.
We’ll continue to track feedback and interest around more flexible invoice layouts.
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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.
1 voteThank 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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Invoices & Emails - Support Markdown-style text formatting
A simple solution for those that want to format their text when emailing would be to allow formatting that WhatsApp uses, where you simply add * either side of word or sentence that you wish to format as bold, for example.
https://faq.whatsapp.com/539178204879377/?helpref=hc_fnav&cms_platform=web
3 votesThanks Eamonn for the feedback here. We hear that having a quicker way to format text in invoices and emails would help improve clarity and workflow efficiency.
Being able to apply simple Markdown-style formatting while typing could make it easier to emphasise important information like due dates or payment terms. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
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Invoices - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
15 votesHey Nikki, thanks for sharing this idea.
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 too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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Invoicing - Prominent VOIDED banner and improved visibility/filtering for voided invoices
When an invoice has been voided, Xero should clearly display VOIDED on the invoice itself.
Currently, opening a voided invoice gives very little indication that it has been voided. The user has to expand History and notes to discover this.
Voided invoices are also excluded from the normal All invoices view unless the user opens Search and selects the small Include Deleted & Voided checkbox.
This makes it unnecessarily difficult to understand what has happened, particularly when an external system or integration has created a replacement invoice.
I would like:
A prominent VOIDED status/banner when viewing the invoice.
Voided invoices…1 voteThanks for bringing this to the community. A prominent voided banner could help users quickly distinguish voided invoices from active ones when viewing the invoice body.
We've updated the status to Gaining Support so we can continue tracking community feedback. 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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E-invoicing - Ability to send e-invoice from US organizations to other countries
US businesses who sell to the EU and other countries where E-invoicing is quickly becoming or is already mandatory would love an integrated solution within Xero.
1 voteHi Kellie, thanks for sharing this suggestion. We understand how native e-invoicing support for the US region could help streamline invoicing and support businesses as electronic invoicing becomes more widely adopted worldwide.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If US e-invoicing is important for your business, we'd be interested to hear which networks or customers you need to connect with most.
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Repeating Invoices - Ability to bulk update repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
56 votes -
Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
2 votesThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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Sales overview page - Option to show Invoices as Tax Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the…
14 votesThanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. 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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