Skip to content

Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

Learn about the forums, how to contribute and create a good idea on Xero Central

Invoices & quotes

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1029 results found

  1. Would love the ability to add a product image in a quote line or add it to a product record. Many of our clients want to see the image of the item the are being quoted on . It would also add a more professional look to our quotes. I know you can add files to attach to the email, i think this would be a valuable addition

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Allow an invoice-only user to be able to access or send receipts without also seeing banking balances, or reconciliation features.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Automatic sending of the activity statement at the end of the month

    I am very surprised that Xero does not have an automatic statement-sending feature at the end of each month. This is a vital feature for this type of application. It is simply useless without such a feature. Imagine that you have over 10K clients and you have to send them statements manually at the end of each month. This is simply absurd. Maybe we need to look at other platforms.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. US businesses who sell to the EU and other countries where E-invoicing is quickly becoming or is already mandatory would love an integrated solution within Xero.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Use buy/sell exchange rates instead of mid-rate when generating invoice items from bill items that have been assigned to a customer.

    Currently when entering a bill in foreign currency you have ability to assign the expense to a customer.

    When generating a corresponding invoice the mid-rate from XE.com is used to convert the bill item FX amount into home currency. The mid-rate is always inherently wrong, as nobody has the ability to buy or sell currency at that rate.

    This means that we have to manually find the correct buy exchange rate, do a calculation and then change the amount…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. The New Invoice Template looks good but when you get stuck into it, it isn't.

    Why does Xero always introduced a half-baked "upgrades" that are not fully functional?

    In the UK I do not want to see the phrase "Tax Invoice" - here it is just an Invoice, the old template I could delete the unnecessary word but not in the new template! Why?

    I tried to set up a new Standard template but we get warning messages about it every time an invoice is entered, again why? If something is missing then tell me what - even support was…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Review and Pay - option to change the colour as it appears on the email to client to match the clients branding

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Payment services  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. I love using the template to upload invoices, it's a great function to bridge between other data software with the accounting software.

    It would be good to have a way to set up the due date of each line of invoice based on the client's default payment terms set up in contacts. So if there's a certain value or left blank for due date in the template, then once upload, Xero can default the due date based on the payment terms that would be cool.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. It would be very helpful to be able to see the availability of inventory items when raising an invoice or quote.
    I know this is possible once an item has been selected but it would be even better to see availability of all the items on the suggestions list, in order to select only available items.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Allow uploading more than one images or PDF for receipt. Sometimes there are just more than one supporting materials in various formats & file location. It's inhumane to restrict to only one supporting document per expense

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Use AI to automatically fill in invoice submission fields based on past expense patterns and details on the invoice.
    It is so painful to manually fill in everything while it's always the same

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Xero’s unique “email to bills” address is only shown in the web version, this is bizarre as I will often have PDF attachments come through on my mobile email platform and I need to forward them to the relevant Xero account (we have 30+), I have to physically log into a laptop to get the unique email address, why can I not get this on my Xero / Xero me app? Can you add this, it should be very simple

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. When using "Create and apply credit" function the new credit note does not show the original invoice date. See attached screenshot.
    The old version shows the original invoice number and original invoice date therefore these details can be entered on the credit note for easy referencing.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Would be handy if we had an option to send a text message with the customer's statement balance as a reminder to pay straight from Xero.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. The Web Content Accessibility Guidelines 2.2 Level AA need to be correctly implemented into all areas of Xero, including payroll, invoices and quoting, purchases, accounting and all other areas. Auditing of the solution needs to be done using professional auditors with lived experience. many areas of Xero do not meet the guidelines.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. The ability to apply multiple credit notes to invoices at an account level. We deal with accounts that are invoiced and credited quite a bit throughout the month, it's not convenient to allocate each time this is processed but would be more efficient at month end (or periodically) to be able to go account by account and offset oldest credit note to to oldest invoice to leave any balance on the lastest invoice or even at a system level to do this for all accounts at once?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. After 1 October 2026, businesses will no longer be able to add card payment surcharges when customers pay through Stripe. Many customers will therefore switch to paying with Stripe, when they previously paid by EFT. This will hugely increase the costs to my business.

    To avoid penalising clients who are happy to pay by EFT, I'd like to offer a discount for payments made by EFT.

    I want Xero to have a setting to allow me to offer this; and then to accurately automatically reconcile payments which take advantage of this discount method.

    I do not want to manually fiddle…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. As a hire industry I have 1 off invoices for the month or invoices that get set up and will use copy to draft when the end of month happens as hire continues.
    A few things that would be good is I only know at the end of the month when I come to roll over what that value will be at the end of the month. Why can the invoices that are going to rollover have a coding system so when the start of the new month happens I know how much in value may role over and will…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. When copying an invoice, it should display “New Invoice” instead of “Edit Invoice,” as it did in classic invoicing.

    Currently, showing “Edit Invoice” makes it difficult to track which invoices have already been copied. Please change this so copied invoices are labelled as “New Invoice” for better clarity and usability.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Link Projects to Invoice Line Items via the API

    "Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

    This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

    Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. 🙂

← Previous 1 3 4 5 51 52
  • Don't see your idea?