1027 results found
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Invoice - Ability to print packing list while in Draft
Be able to print packing slips BEFORE approving the invoice. You are able to print "draft invoice" before approving so would be handy to be able to do packing slips too. We have to send customers PLs before they agree to taking the goods so we have to copy, paste, print & scan it to send to them.
5 votesAppreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.
This isn't something we have plans for atm, but will keep an eye on the support in this here.
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Packing Slip
It would be great to be able to select Packing Slip in quotes, some companies do not invoice until the goods have been delivered or sent out the next day, it would be great to have this function in quotes so other staff members can pack the orders prior to invoice being sent.
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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Delivery Address
Delivery address update is working where it stays on the invoice, but it would be great if you could create a box like the reference box where you could manually enter in an address or a previous one from like a drop down menu in the box, it's a bit of a pain to have to constantly click on the contact and change details as companies use a variety of addresses.
Could you also look into adding another reference box or another box so you could add specific notes instead of adding it to where all the products are listed.
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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 Task Reminders
Any chance you could look into having an email sent for reminders of tasks, maybe set it so you can select which ones you would like emailed eg. invoices due, follow ups, as not everyone who uses xero is always logged on, this way it can send an email to remind us that we need to follow up on something.
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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Quotes added to Tasks
Any chance we can have quotes added to Tasks. So, we can follow up instead of going into quotes.
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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To be able to record a payment on an invoice without having to send initial invoice
When invoicing it would be more intuitive to be able to load invoice and then tick a box that the invoice has been paid and the invoice turns into a receipt....
Also - Don't require a sign in to load an idea.
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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Proposed Feature: Allow Editing of Outstanding Balance When a Deposit Has Been Paid
Proposed Feature: Allow Editing of Outstanding Balance When a Deposit Has Been Paid
Please allow us to update the outstanding balance on an invoice without removing the deposit payment, amending the remaining balance, reapplying the deposit payment and then reissuing. Editing the outstanding remainder directly preserves the deposit, avoids unnecessary reversals, and enables issuing an updated invoice quickly.
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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Introduce a Sales Order function
Xero Feature Request: Sales Order Management
Objective: Introduce a Sales Order function that allows users to convert quotations into sales orders, manage outstanding orders, and progressively invoice customers as goods or services are delivered.
- Convert Quote to Sales Order
Introduce a simple “Convert to Sales Order” option within an existing quotation.
Convert an accepted quotation into a sales order.
Automatically transfer customer details, line items, quantities and pricing.
Allow users to assign an expected delivery/due date.
Track the sales order independently of the original quotation.- Partial Sales Order Conversion
For customers who only order selected items or quantities from a…
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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Repeat Invoice - Send and receive PDF attachments automatically via Xero Network
Xero Network - include PDF on invoices sent through Xero Network when those invoices are raised every month from repeating transactions and sent automatically
Currently, only the invoices raised manually have the PDF attached if raised manually, but not on the ones that are auto posted. Its time consuming to then have to download each one and then go to multiple companies to add it
2 votesThanks for highlighting this opportunity. We understand the request to have PDF attachments automatically follow an invoice when it's sent through the Xero Network. Having everything arrive together could make invoice processing simpler and reduce manual follow-up between businesses.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know what you'd expect to be included with the invoice.
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Having the option to select both Pay by Bank and Pay by Stripe on your Branding Theme for Invoices.
Currently, the Pay by Bank option is on the Credit Card drop down menu in the Branding Theme setting, meaning you can only select Pay by Bank OR Pay by Stripe
Could you please change it so that Pay by Bank is added to the Bank Payments dropdown rather than being in the Credit Card drop down? This way, we could select both Stripe and Pay by Bank as an option for our branding theme, giving our customers both options when they make their payments.
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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Mandatory reporting cateogories
It would be useful if tracking categories could be switched to mandatory fields on a sales invoice before the invoice is approved or saved to draft.
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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post late received purchase invoices into closed periods
Ability to post late received purchase invoices into closed periods for accurate vat reporting.
Business often receive purchase invoices late (after the management accounts have been prepared and therefore period's being closed). In order to avoid prior months reporting being changed - confusing directors or lenders, receiving future reports, I would like Xero to be able to post a purchase an invoice with the correct invoice date (for integrity of VAT reporting to HMRC) but to post the expense into the current period that is open, so that the integrity of the management accounts are not affected.
This effectively replicates…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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Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from th
Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from the individual notes staff enter when recording their time.
It would be extremely helpful if there was an option to include the individual timesheet notes underneath the relevant task on the client invoice.
This would allow practices to provide clients with a clearer breakdown of the work performed without having to manually copy the timesheet notes across when preparing an invoice.
Ideally, this could be an optional setting at the individual invoice, Client or job level, rather…
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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Statement number and totals
Include a statement number somewhere at the top of the statement when one is generated. Also include totals for each column (invoice amount total and payments total).
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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Hubdoc - Replace Invoice amount with Invoice Number in file naming convention
Currently, you can save invoice files in PDF directly from Hubdoc or via Xero once they are pushed over. However, Hubdoc's automated file naming format (ContactDateAmount) isn't practical. The invoice amount should be replaced with the invoice number instead. If we receive multiple invoices for the same amount on the same day, they are impossible to tell apart. Since the invoice number is what makes each document unique, it needs to be part of the PDF file name.
1 voteAppreciate your feedback here, Michael, however I want to be be open that while Hubdoc remains a core part of our offering, we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture tool.
This means that we don't have any plans for development of features within Hubdoc in the short term. Thanks
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Invoices - Show the Contact Group within an invoice
Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.
1 voteHi, thanks for taking the time to raise this idea ✨ and for explaining how showing the Contact Group while Invoicing would be a benefit to your business
Other community members can now vote for this idea and add comments to share how this would help them. The level of support and feedback will help us gauge community interest and understand the impact across customers, which helps inform future improvements. We’ll continue to review the feedback, any post any updates here.
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Fix Contact Merchant Button Overlapping Custom Invoices on iPhones
Xero has confirmed that this is a known display issue affecting advanced invoice templates (DOCX) when viewed on iPhones.
The “Contact merchant” button overlaps the invoice content on smaller screens, making invoices look unprofessional and potentially obscuring important payment information.
The same invoice displays correctly on iPads and other devices, which confirms that this is a mobile compatibility issue rather than an issue with the invoice itself.
For businesses that rely on custom branding templates, switching to a standard template is not a practical solution. Asking customers to rotate their phones or adjust their viewing settings is also not an…
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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Subscription Billing - Provide consolidated or grouped monthly invoicing for multi-organization owners
I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.
They all come to my same email address.
They are all for my separate different entities.
I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.
The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.
If they could be sent to me in…
4 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.
Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Invoice | Auto pay - control emails sent to customers
All my clients are on recurring invoices. Every month they get an "Invoice Due" email & then 5 hours later they get a Payment Receipt email. Why is Xero REMINDING my clients that they are paying me money? I have over 30+ expenses on autopay on my credit card. Not one company goes out of their way to reminder me that I am paying them money. But Xero not only tells my clients that they've paid me "another" $1,000 this month, but they tell my client TWICE. A lot of things are unsavory about life, but this feature, which we're…
3 votesHi Sal, appreciate you raising a case with our support team about my response and understand where I have misinterpreted your idea (apologies for this).
I'll re-open and have slightly adjusted the title of your idea so we can begin to get a sense of the interest in having more control of the emails that are sent for auto pay invoices and payments.
Being open, right now this isn't something we're looking to support with this being a regulatory obligation in some regions. However we can continue to track interest here and share if there are any changes planned around this flow.
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The ability to separate first and last name when creating new contacts on invoices
I want to have the ability to enter first and last name separately when creating new contacts on the invoices page. For most of the invoices I send, I have to create new contacts, and usually only I have a need to send invoices to each contact once. So I don't want to have to go to the contacts page every time I add a new contact on the invoice page, in order for the first name to be picked up in the email template via [Contact First Name].
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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