1023 results found
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overpayment
When a customer overpays an invoice the receipt does not show the full amount received, only the amount allocated to the Invoice. Can you please allow full amount paid to be on the receipt!
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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pre‑populated payment
Why are the subscription invoices we receive from Xero now being issued with a $0 balance? We are having to manually edit or delete the pre‑populated payment line in order to reconcile the actual payment against the invoice. The pre‑paid negative line is unnecessary and creates avoidable double handling.
The same issue is occurring with client invoices where credits or overpayments exist. Xero has started adding a pre‑paid negative line to these invoices when they are sent. This process is impractical and will create further problems, as clients will not apply overpayments themselves. This results in additional corrective work for…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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add additional reference fields to sales invoices via Branding Themes
Allow users to enable additional, custom reference fields.
Please add the ability to enable additional, custom reference fields on sales invoices via the 'Edit Branding Theme' screen, to support business in the motor industry.
These fields would allow invoice issuers to record vehicle specific details such as:
- Make / Model
- Registration
- Colour or MileageCurrently Xero invoice only support a single entry reference field, and so users at present must rely on line descriptions or notes, which are inconsistent, unclear for customers, and increase queries and disputes. Competing software such as Quickbooks already support these additional invoice…
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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sales person field
Advance Template. Allow custom fields for advance templates (For all forms). like custom field 1, custom field 2 and custom field 3. So that we can add fields like salesperson name, contacts, terms, etc.
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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Improved data on statements screen to support improved statementing process
On the "Send Statements" page...
The address is not needed as the customer can be identified by their name or account number, and 99.9% of statements are now emailed anyway. Removing this would allow space for the two pieces of information that are necessary when individually chasing overdue payaments, plus one extra useful number... The date of the invoice, the date payment was/is due, and the number of days overdue.
This could then be easily referenced when personalising the pop-up email box .... e.g. Your payment was due 30/11 and is now 35 days overdue. Please make the payment as…
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Move easily between invoices etc rather than multiple tabs or reloading everytime
Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)
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More Invoice Placeholders: Next Month
I have many repeating invoices for the next month: End of January I send invoices for the Month of February and it would be good that I can note this on the invoice. Right now I can only put [Year]-[Month] which would be wrong. [Year]-[Next_Month] would be really helpful.
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.
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Please can we get the total number of units at the bottom of the invoice.
Please can we get a total number of units at the bottom of the invoice.
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.
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Autonomous Quoting System
Xero lacks a native, autonomous follow-up mechanism for sent quotes. For service-based industries, this is a critical operational gap.
I propose a fully autonomous Quote Follow-Up system that automatically triggers follow-ups based on predefined rules (e.g. time elapsed, no response, not accepted/declined), with editable schedules and message templates. The system should operate without manual intervention once configured and display follow-up status directly within the quote timeline.
Without this capability, businesses are forced to rely on external CRMs or manual tracking, fragmenting workflows and increasing administrative overhead. A fully autonomous follow-up feature would materially improve quote conversion rates and strengthen Xero’s…
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.
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Quotes - Edit inventory item from within a quote
I would like the ability to edit inventory item costs directly from the quote page, similar to the option available on the invoice page. I don't mean the price on the quote itself, I mean the cost in the inventory. This would save me a lot of time.
3 votesThanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
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Customer's Note
It would be great to be able to see customers notes when generating a new invoice. We have different prices for different customers for set times etc. It's annoying Xero doesn't offer different item price structuures.
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.
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Preview for Credit Note
We would like the ability to preview the Credit Note BEFORE saving it as a Draft.
Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.
Instead, we would like an option where we're able to view a preview when creating the Credit Note.
Purpose: To be review the Credit Note for mistakes before officially saving it.
Thank you!
3 votesHi 👋 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.
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invoice
On the awaiting approval invoice page can we get more details for each customer, like any overdue amount and any credit they have in their account. Currently you cannot apply a credit unless you open the invoice. This will save time and errors.
2 votesHi 👋 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.
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Invoice template needs facility to create a heading
We like to adapt the template to suit our business (professional consultancy work). We put the project name and invoicing period into the invoice. Ideally this needs a separate field for title/heading. Currently the title/heading appears in the first description box on the invoice alongside the hours worked. It is all out of alignment.
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.
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statement
When running outstanding statements for customers it should have a running balance on it.
2 votesHi 👋 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.
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Tradify
When sending invoices from Tradify, Xero to mark them as sent.
At present I have to physically go and mark them as "sent"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.
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Auto detect which client need e-invoice in invoici (Malaysia)
To have a way to easily detect which clients need individual e-invoice in invoici, e.g., there are Tax number in Xero,
so that we can easily select those clients who need individual e-invoice and send to Inland Revenue in Malaysia.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.
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Invoice payment entry
Correct data flow and field behavior in Invoice payments. The payment popup window is in front of the invoice date and it not movable. I need to be able to move the window and see the invoice date. The payment date fields defaults to "today." I would doubt that anyone posts payments to Xero in real time. The better default date would be the invoice date. You cannot tab to the bank account field and you can't type the account number. You still have to pick up the mouse and drop down and click. Such inefficient data entry. You've had…
2 votesHi 👋 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.
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How about listening to long-standing requests and deal with the 4 decimal places issue instead of ignoring the many requests
As per the one-liner
Should be trivial to do because when you upload invoices, you can use more than 4dp and the system (initially) calculates correctly using more than 4dp. It's only when you create an invoice online, or do any kind of change to an invoice (even if it's just altering a description) that the 4dp limit comes in and fouls things up.
This has been going on for well over 5 years and should have been sorted ages ago.
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.
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Invoice formatting
Ability to customize invoice settings so invoices can be setup to print with pre-addressed envelopes.
2 votesHi 👋 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.
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