Invoices & quotes

1029 results found

1. Invoices - "Add Contacts Last Items" o remain available once invoice is saved

   The "Add Contact Last Items" link is now only there when a new invoice is created for an existing client however once the draft invoice is saved, the link no longer appears when the invoice is opened again. If the contacts last items are not added before the draft is saved and closed the first time, there is no way to get them back again. This has been REMOVED in the past month so this is not an idea for new functionality, it is a request to put back something that got removed for no good reason.

   I dont care if it is a one time only option, ie add last items can only be used once then is disappears but I need to be able to click this link at any time during the month. I could edit a client invoice 10-12 times before it is sent at the end of the month as they are used as my timesheets.
   I had to manually re-enter literally hundreds of line items for clients this month which took hours as I was expecting the same functionality I have been used to and using for several years now.

   The "Add Contact Last Items" link is now only there when a new invoice is created for an existing client however once the draft invoice is saved, the link no longer appears when the invoice is opened again. If the contacts last items are not added before the draft is saved and closed the first time, there is no way to get them back again. This has been REMOVED in the past month so this is not an idea for new functionality, it is a request to put back something that got removed for no good reason.

   I dont care… 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. 🙂

2. Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

   Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

   Credit Notes are very difficult to currently manage. There is no ability to filter so you can easily allocate current period credits to current period invoices. Being able to filter open invoices via period/date would improve this issue. Also being able to search an invoice number so you can allocate to original invoice without scrolling through large lists.

   Being able to allocate credits in full via a tickbox instead of manually typing the amount would also make this process quicker and with less room for errors.

   Also, when dealing with such large lists on the allocation screen the balance/check of remaining credit to allocate is all the way down the bottom. Having this total fixed off to the side or top so it's always viable so we don't have to keep scrolling to the bottom. it's very time consuming and frustrating to keep scrolling all the way to the bottom to check.

   Having the system allocate credits when we create a payment batch would solve just about all these issues ie allocate to newest 1st for the invoices in that batch. At the moment you can't include any credits. I would like to see this implemented as long as the total for the supplier doesn't go into negative. We deal with a large volume of credits, and this would be the best way to manage our accounts.

   Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

   Credit Notes are very difficult to currently manage. There is no ability to filter so you can easily allocate current period credits to current period invoices. Being able to filter open invoices via period/date would improve this issue. Also being able to search an invoice number so you can allocate to original invoice without scrolling through large lists.

   Being able to allocate credits in full via a tickbox instead of manually typing the amount would also make this process quicker… 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. 🙂

3. Invoices - Ability to show back orders on invoices

   • Request to display a back order label on customer-facing invoice PDFs looking for a way to display backorder information on customer-facing invoice PDFs, so customers can see how many items are on backorder and how many have actually been supplied.
   • Current inability to track back-ordered items visibly on invoices is preventing use of Xero invoicing
   • Willingness to discuss the feature request with the product team
   • Interest in using Xero platform for collections and other benefits despite this limitation
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for submitting your idea with us. This isn't something that we have direct plans around atm - backorders have been designed as an internal tool to help manage inventory and stock levels.

   It'd be good to get a wider sense of the interest from community in this.

4. send invoice via SMS

   We should be able to be able to send invoices by SMS if you have payment services such as stripe connected to your xero cor not. We should be able to send Invoices Via SMS with or without payment services connected. Customers still get the invoice via text regardless and it encoureges to make payments regardless. Since fees are now put the business. I have removed payment services as it was costing us a bomb. Sending invoices via sms should be avaialble to all. Xero keep putting fees up and need to start including 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. 🙂

5. Alert me when invoices become overdue - for one customer (or for selected customers)

   For a specific customer (in our case the customer is called "Cash Sales"), we would like to receive alerts when any specific invoices become overdue. And also ability to select this option for other customers if we wish.

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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. proforma

   in uae. pls create a separate proforma invoice sequencing for easy tracking/monitoring. plssss

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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. item

   There should be the option to tie tracking categories to items as it may be needed however there is always the option to not.

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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. Singapore GST compliance

   Our organisation's base currency is USD, and we issue invoices in USD. However, there is currently no option to display the SGD equivalent amount on Xero invoice, even with customised or advanced invoice templates.

   For Singapore GST-registered businesses, this creates additional manual work as we need to calculate the SGD GST separately, manually include it on invoices, and maintain separate records for GST reporting.

   It would be very helpful if Xero could support displaying the SGD equivalent amount on invoices.

   I've also noticed that similar requests have been raised by many users in the Xero Community over the years, but this remains unavailable.

   Thanks for your consideration.

   Our organisation's base currency is USD, and we issue invoices in USD. However, there is currently no option to display the SGD equivalent amount on Xero invoice, even with customised or advanced invoice templates.

   For Singapore GST-registered businesses, this creates additional manual work as we need to calculate the SGD GST separately, manually include it on invoices, and maintain separate records for GST reporting.

   It would be very helpful if Xero could support displaying the SGD equivalent amount on invoices.

   I've also noticed that similar requests have been raised by many users in the Xero Community over the years, but… 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. Repeating Invoices to be sent on the last day of each month

   We send out monthly subscription repeating invoices on the last day of every calendar month so we can receive 30 day payments with customers who have payment terms of 30 days after end of invoice month. However, the invoice date defaults to 30th of the month for months that have 31 days. It's a big effort to open every invoice and change it to 31st of the month when months have 31 days.
   Please add an option to select "Last day of month" for repeating invoices to be sent.

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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. payment advice

    Allow more flexibility when entering payment instructions ie change font size/colour and allow the adding of a QR code.

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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. turn on invoice reminders for one customer

    The ability to be able to turn on invoice reminders for specific clients rather than having to turn it on for everyone and turn off the ones you don't want.

    We have a customer base of 700 and I want to have invoice reminders set up for approximately 10 of them. I haven't done this as it would take too long to turn off the reminders for the remaining 690 customers. Or alternatively it would be good if you can turn it on for specific 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. 🙂

12. files/documents to be auto-attached to sales invoices

    It would be good if files/documents are auto-attached to sales invoices the same way they do for bills when created from the Documents library

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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. 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. 🙂

14. 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. 🙂

15. 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. 🙂

16. 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. 🙂

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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    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

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