Invoices & quotes

486 results found

1. Quotes and Invoices Column filter option (As in Purchasing)

   There is a function in Purchasing to choose column options I would like the same option if possible in Invoicing / quotes. We ideally need to see the account number in the list as we have a variety or customers in different councils and need to be able to search by council - which is not listed in the customer name.

   The option is available in purchasing so wondering if this feature can be transferred to quotes and invoicing also

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   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

2. Purchase Orders

   Is it possible for a Purchase Order that has back orders to be printed showing only the outstanding items, rather than all the items originally captured on the order?

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   submitted  ·  System responded

   Thanks 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. 🙂

3. Search the whole of Xero System

   It would be good for Xero to search the whole system for certain keywords. Sometimes we need to put more than one address on the invoice and when you go to search it only limits you to reference, invoice etc, but having to put all addresses in the reference makes it messy. So, it would be great to be able to search the whole system including information in Invoices or Quotes.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

4. Separate Email Settings for Reminders & Receipts

   Allow a separate email address[es] for payment reminders & receipts.

   Some customers with automated processing email will reject reminders and receipts since they are not invoices. Being able to set separate emails for these documents would allow them to be sent automatically without disruption or rejection in the customer email processing procudures.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

5. Notes and history on main list of repeating invoices

   Need a history and notes section at the bottom of the "Repeating Invoices" tab to be able to show when and who/how a repeating invoice was deleted, eg user manually deleted, or "End date reached".
   The issue is once a repeating invoice template has been deleted there is no visibility to show what end date was set, for instance if a customer is supposed to pay in 6 x instalments but somehow the end date is set too late resulting in too many invoices.

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   submitted  ·  System responded

   Thanks 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. 🙂

6. send reciepts once payment is recieved

   Is it possible for xero to send a reciept to confirm payment is recieved once it reconciles a transaction?
   Before Xero started to auto reconcile transactions, as part of my routine i would check the payment is recieved , send an reciept so my customer knows I have recived the payment then reconcile it. i find now i sometimes get messages from my customers asking if the money arrived ok.
   Thanks

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

7. invoice packing slip to be changed to delivery note

   When Invoicing, at the drop-down arrow after completing an invoice, a "Packing Slip" is available for delivery. In our country, most factories require or prefer a "Delivery Note" can we vote to please make this change, it would improve the quality of our delivery systems. Thanks.

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   submitted  ·  System responded

   Thanks 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. 🙂

8. Bulk Editing Expected Payment Dates on Invoices

   It would be incredibly useful to have the ability to bulk edit expected payment dates across multiple invoices in Xero.

   Currently, we have to manually input an expected payment date for each individual invoice, which is extremely time-consuming, particularly during our monthly invoicing cycle when we're dealing with a large volume of invoices.

   Having the option to select multiple invoices and update their expected payment dates in one go would save our finance team a significant amount of time and reduce repetitive manual work.

   This would be a relatively simple but hugely beneficial improvement to the invoicing process, especially for businesses managing high volumes of invoices.

   It would certainly save our team a lot of clicking (and a few sore hands!).

   It would be incredibly useful to have the ability to bulk edit expected payment dates across multiple invoices in Xero.

   Currently, we have to manually input an expected payment date for each individual invoice, which is extremely time-consuming, particularly during our monthly invoicing cycle when we're dealing with a large volume of invoices.

   Having the option to select multiple invoices and update their expected payment dates in one go would save our finance team a significant amount of time and reduce repetitive manual work.

   This would be a relatively simple but hugely beneficial improvement to the invoicing process, especially for… more

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   submitted  ·  System responded

   Thanks 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. 🙂

9. backup or save option on branding themes

   Ability to save / backup branding themes.

   We have set up several branding themes since the update, so we do not want to lose these changes. Is there a way to save them or back them up should there be a problem with branding themes in the future.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

10. repeating invoice

    I had a search and can't seem to see anyone asking for this, apologies if they have!

    We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.

    However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.

    Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the Reference field could automatically increment each time the repeating invoice is generated?

    For example, for a 12-month engagement:

    • Invoice 1 → [1/12]
    • Invoice 2 → [2/12]
    • Invoice 3 → [3/12]
    • …
    • Invoice 12 → [12/12]

    Ideally, this would be generated automatically by Xero without requiring the invoice to be saved as a draft or manually edited before publishing/sending.

    The purpose is both to keep the references consistent and to provide a simple visual control so that we can immediately see which invoice in the 12-month series has been issued.

    We would envisage this working as a placeholder within the repeating invoice template, for example:

    Monthly Services [1/12]

    which Xero would automatically change to:

    Monthly Services [2/12]

    on the next invoice, and so on.

    This would allow businesses to retain the efficiency of automatic publishing and sending while providing much better visibility and control over recurring invoice sequences.

    If after that point the renewal cycle pushes itself into draft to be reviewed/ check if the quote has been amended for the year, that would be fantastic. It would just make the admin a lot cleaner. Especially for those of us with a large amount of clients who have different agreements on their invoices.

    I had a search and can't seem to see anyone asking for this, apologies if they have!

    We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.

    However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.

    Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the… more

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    submitted  ·  System responded

    Thanks 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. 🙂

11. I have windows in my envelopes so the customers name and address is visible.

    I use envelopes with windows in them and I am finding the name and address are not clear. They are too far over to the left of the invoice. Could the address be printed slightly over to the right so it fits in the window of the envelope clearly. Also I don't like the customer phone number and email being on the invoice - this too is visible in the window. Can they be removed from the invoice?

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    submitted  ·  System responded

    Thanks 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. 🙂

12. it would be great to see quotes that have been sent to a customer when clicking on a customers name in the contacts section. Rather than ha

    It would be great to see sent quotes when clicking on a customers name in the contacts section. Rather than having to revert back to sales then quotes then find the customers name.

    It would be easier if the quote automatically goes to the contacts details.

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    submitted  ·  System responded

    Thanks 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. 🙂

13. 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!

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    submitted  ·  System responded

    Thanks 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. 🙂

14. 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.

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    submitted  ·  System responded

    Thanks 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. 🙂

15. 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.

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    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

16. 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.

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    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

17. 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 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… more

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    submitted  ·  System responded

    Thanks 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. 🙂

18. 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.

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    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

19. 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 attach the document to the transaction and archive it automatically.
    The workflow should also support split payments, one payment covering multiple invoices, duplicate detection and batch review. High-confidence matches could be processed automatically if the organisation enables this option, while uncertain matches remain for review.
    This would provide an “invoice and receipt reconciliation” experience similar to bank reconciliation, reducing manual data entry, preventing duplicate expenses and ensuring that supporting documents are attached to the correct transactions.
    Xero’s current Files Inbox accepts emailed documents and its Smart Document Capture can suggest matches based primarily on date and amount; this idea extends that into a richer reconciliation workflow using supplier, reference and other criteria.

    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… more

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    submitted  ·  System responded

    Thanks 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. 🙂

20. 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.

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    submitted  ·  System responded

    Thanks 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. 🙂