1102 results found
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Set Recurring invoice date to none
I would like to be able to set a recurring invoice date to no date or none, so I could create the invoice when it is required
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sub total
I just moved our accounts from QB to XERO and the team are unhappy with a few features - one being no ability to create a row on an invoice or credit note, which behaves as a sub total. This feature does not exist on XERO. But as it does on QB. Therefore a feature gap, which should be resolvable??? XERO - Are there any plans to add such a tool?
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 “Assigned Staff” Tab to Invoices in XPM
Add “Assigned Staff” Tab to Invoices in XPM.
We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.
Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.We propose adding a fourth tab titled “Assigned Staff.”
Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the clientHaving the ability to assign up to 4–5…
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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'Include with the online invoice' setting in templates for all invoices
It seems I am only able to tick individual invoices to include the PDF attachment (invoice from our stock system) that is loaded on the Xero invoice. It would be extremely helpful to have the option to turn on the 'include with online invoice' as a default for all invoices.
This would allow our customers to be able to download our itemised invoice via their statement rather than the basic Xero templated version.
3 votesThanks 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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toggle
Ability to turn off / toggle the warning for
"The invoice was raised after the payment you are reconciling to"
Alot of my invoices are dated after the payment date for whatever reason. It would be create to have a choice whether to receive this warning or not.
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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schedule
When creating an invoice, allow for an option to create a payment schedule for the invoice. Here's how it would work.
- Enter invoice line items, quantities, and amounts like normal.
- Include an "Add Payment Schedule" option to allow for the invoice to be paid in installments over time.
- Provide prompt to indicate the installment due date and the amount of(either flat rate or %).
- Continue to allow additional entries until all installment totals equal the invoice total.
- At the indicated installment date, send out the invoice request the installment amount plus any past due installment 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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Send credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
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 Email-to-Sales Invoice Capture in Xero
Xero allows bills to be emailed into the system, but not sales invoices.
Many small businesses generate invoices through rental systems, Airbnb managing agents, or external platforms. These invoices must then be manually recreated in Xero, or uploaded via third-party apps like Dext.
For small rental businesses with only one or two properties, paying for extra software isn’t financially viable.
Please introduce a built-in Email-to-Sales-Invoice feature that creates draft sales invoices from emailed PDFs.
This would save time, reduce errors, support small businesses, and close a clear automation gap in Xero.
3 votesThanks 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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approval of quotes
There is no facility in Xero to send a quote to a supervisor for approval prior to sending to the customer. It is essential the amount quoted to the customer is correct. I can submit invoices, bills and purchase orders but not quotes. Why not?
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 - Quickly access full Contact Card from the draft Invoice
In New Invoicing, the Contact field shows a summary popup of the selected Contact. Some details can be quickly edited (name, email, address, phone).
However, there is no link to quickly navigate to the full Contact Card stored in Xero.
It would be helpful to be able to jump directly from the Invoice to the full Contact stored in Xero - eg if more details edits need to be made to the Contact, or to view the Contact's full details. If a link is provided this should open in a new tab to avoid losing the Invoice context.
Currently the…
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 Practice: Signed Acceptance for Quotes
As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.
Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if…
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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Enter expected date for multiple invoices at once
When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.
IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.
At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.
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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Enter expected date for multiple invoices at once
When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.
IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.
At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.
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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On the top of the invoice or bill screen, display the total value of the invoice or bill rather than having to scroll to the bottom
On the top of the invoice screen, on the far right, display the total $ value of the invoice rather than having to scroll to the bottom of the page to view this amount. A minor improvement but a time saver all the same. In the attachment, note that there is no $ amount displayed.
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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Carryforward Balance
In terms of actual functionality improvements, an option to have balance carryforward for customers with recurring invoicing is critical. Is this on the developers list? I have seen plenty of feedback that this is a basic feature that Xero has been silent on.
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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"Copy to draft quote" to copy ALL details from the invoice
"Copy to draft quote" to copy ALL details from the invoice.
Currently, when a new quote is created from and invoice using "Copy to draft quote", not all details are copied form the invoice.
For example, the currency is not copied from the invoice but from the customer's default currency (which may be different than the invoice's); I am not aware whether other parts of the invoice are not brought over to the quote.I contacted support who confirmed that this is a feature - it is actually done on purpose.
I think this is in fact a bug and…
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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Increase Storage Capacity to upload PDF and spreadsheet for invoicing
Increase upload file storage capacity to attach PDF and Excel Spreadsheet together with the 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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Allocate invoice payment to multiple accounts
The Problem:
When a customer pays more than the invoice total due to tips or card surcharges, Xero’s Add Payment screen forces any amount over the invoice total to be treated as an overpayment/credit, not as intentional extra income. This prevents me from allocating the excess directly to specific income accounts (e.g., Qualified Tips or Card Processing Fee Income) at the time of payment. As a result, I have to use multi‑step workarounds (separate Receive Money and Spend Money entries, later adjustments once bank feeds arrive) just to reflect a single real‑world payment event: invoice amount + tip/surcharge − merchant…2 votesThanks 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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Once off clients
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
2 votesThanks 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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title of quote to be transferred onto invoice but furthermore title to be available in invoice list as it is with quotes......
This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job…
2 votesThanks 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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