Invoices & quotes

1078 results found

1. BONDS

   Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.

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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. Strip invoice identification on bank statement

   Currently when multiple invoices are paid via Stripe and that money is sent to the bank account there is no way to clearly see which one has been paid other than to go in manually and track it. Would be good if you could work with Stripe to attribute it to an invoice in the bank payouts.

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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. Invoicing Enhancement Request: Fixed Invoice Issue Date by Client

   At present, the invoice issue date in Xero needs to be manually monitored and adjusted for each client. Since clients have different required invoice issue dates throughout the month, staff must rely on memory or separate reminders to ensure the correct date is used when creating invoices.

   This creates a high risk of human error, particularly when preparing invoices in draft status, as the system does not automatically prompt or enforce the correct issue date per client. Incorrect issue dates can lead to:

   Delays in client processing or approvals
   Confusion regarding billing periods
   Potential payment delays
   Additional time spent reviewing and correcting invoices
   Suggested Improvement

   It would be highly beneficial if Xero could provide an option to assign a fixed or recurring invoice issue date for each client account. For example:

   Client A → Issue invoices every 1st of the month
   Client B → Issue invoices every 15th of the month
   Client C → Issue invoices every last business day of the month

   When creating invoices, the system could then automatically populate the correct issue date based on the client’s preset configuration.

   Expected Benefits

   Implementing this feature would:

   Reduce manual checking and reminders
   Minimize invoice date errors
   Improve billing consistency across clients
   Increase efficiency during invoice preparation
   Reduce the need for corrections or reissuing invoices

   This enhancement would function similarly to how due dates can already be automated or standardized, but specifically applied to the invoice issue date itself.

   At present, the invoice issue date in Xero needs to be manually monitored and adjusted for each client. Since clients have different required invoice issue dates throughout the month, staff must rely on memory or separate reminders to ensure the correct date is used when creating invoices.

   This creates a high risk of human error, particularly when preparing invoices in draft status, as the system does not automatically prompt or enforce the correct issue date per client. Incorrect issue dates can lead to:

   Delays in client processing or approvals
   Confusion regarding billing periods
   Potential payment delays
   Additional time spent reviewing… 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. 🙂

4. statement

   Statement - Easier Sorting to BULK send SOME statements in a different language (French) and SOME in a different currency (USD). I am currently spending 8+ hours to send statements manually because there is no way to FLAG the account as French and then Sort by French OR Flag the Account as a USA one and then sort by currency or something. I could create a Group that says FRENCH CAD and USD and English CAD but in the statement module we cannot sort by Group. I though oh maybe add a dummy email so that it says French in it but yes we can sort by email but only the MAIN email, not the other ones... I need ideas here. My main job is not sending statements.. I am getting behind.

   Statement - Easier Sorting to BULK send SOME statements in a different language (French) and SOME in a different currency (USD). I am currently spending 8+ hours to send statements manually because there is no way to FLAG the account as French and then Sort by French OR Flag the Account as a USA one and then sort by currency or something. I could create a Group that says FRENCH CAD and USD and English CAD but in the statement module we cannot sort by Group. I though oh maybe add a dummy email so that it says French in… 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. splitting quantities of billable expenses when applying to invoice

   Please could we have the option to add billable expenses to a customer invoice by quantity.
   At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a "quantity to invoice" box on the add billable expenses tab, with the remaining stock to remain in the unbilled expenses list for a later date.

   Please could we have the option to add billable expenses to a customer invoice by quantity.
   At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a… 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. 🙂

6. grouping items on invoices with separate totals

   Please could we have the option to add multiple subtotal lines on a invoice. On occasion we are invoicing clients for multiple parts of a big project all on one invoice, but these are usually split into multiple smaller jobs combined. So we would have labour costs and materials for a certain area, then more labour and materials for somewhere else. We don't wish to be sending multiple invoices for the same project / site, however would like the ability to have a clear break with a subtotal displayed for the individual areas.
   ie. when working in hotels, we would carry out multiple jobs in one day but some clients like to be able to clearly see how much has been spent on the specific rooms. At the moment we are having to split these across multiple invoices which isn't very convenient.

   Please could we have the option to add multiple subtotal lines on a invoice. On occasion we are invoicing clients for multiple parts of a big project all on one invoice, but these are usually split into multiple smaller jobs combined. So we would have labour costs and materials for a certain area, then more labour and materials for somewhere else. We don't wish to be sending multiple invoices for the same project / site, however would like the ability to have a clear break with a subtotal displayed for the individual areas.
   ie. when working in hotels, we would… 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. 🙂

7. statments

   I would like to be able to select a covering statement email as the red box with overdue payments is really annoying our scholars. They see this and think it is the amount they owe. Most of our scholars pay in small instalments this is highly confusing for them. If we had a choice of an alternative template it would be really useful. I have written to support and there is not currently an option for this. Their reply is below for you info.

   I understand the issue is with the red box showing overdue amounts in the covering email when you send statements to your scholars, rather than the statement itself.

   Unfortunately, the format of the covering email that accompanies customer statements, including the red box displaying overdue amounts, is part of Xero's standard design and can't be customised or removed. This applies to all statement emails sent from Xero.

   The red box is designed to give recipients a quick summary of their account status, but I understand this isn't working well for your situation where scholars make payments in instalments.

   As a workaround, you could consider downloading the statement and sending it separately through your own email system, which would give you full control over the email message and format. To do this, you can view the statement in Xero and then print or export it as a PDF to send via your own email.

   I understand this creates extra work for you, and I recognise this isn't an ideal solution for your workflow, so I’ve included a link to Xero Product Ideas. This is where you can search for similar ideas, support any that match what you’re looking for, or create a new idea to let us know you’d like this feature. Our team reviews ideas and updates the page as there’s news to share.

   I would like to be able to select a covering statement email as the red box with overdue payments is really annoying our scholars. They see this and think it is the amount they owe. Most of our scholars pay in small instalments this is highly confusing for them. If we had a choice of an alternative template it would be really useful. I have written to support and there is not currently an option for this. Their reply is below for you info.

   I understand the issue is with the red box showing overdue amounts in the covering email… 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. 🙂

8. Invoice Contact Name Not Updating on Generated PDF

   When updating a customer’s contact details—specifically the name the invoice should be addressed to—the changes do not automatically flow through to the generated PDF invoice.

   Currently, the only way to reflect the updated details on the invoice is to cancel the existing invoice and reissue a new one. This creates unnecessary extra steps and increases the risk of errors or duplication.

   It would be extremely helpful if any updates to customer contact details automatically applied to all associated draft and existing invoices (where appropriate), including the generated PDF version.

   This improvement would streamline workflow, save time, and ensure consistency across documentation.

   When updating a customer’s contact details—specifically the name the invoice should be addressed to—the changes do not automatically flow through to the generated PDF invoice.

   Currently, the only way to reflect the updated details on the invoice is to cancel the existing invoice and reissue a new one. This creates unnecessary extra steps and increases the risk of errors or duplication.

   It would be extremely helpful if any updates to customer contact details automatically applied to all associated draft and existing invoices (where appropriate), including the generated PDF version.

   This improvement would streamline workflow, save time, and ensure consistency across… 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. Schedule a one-off invoice to be sent on a specific date and time

   Xero currently supports repeating invoices, but there does not appear to be a way to schedule a single, one-off invoice to be sent automatically on a specific future date and time.

   The requested feature is the ability to create and approve an invoice in advance, then choose a scheduled send date and optional time. For example:

   ---

   Create invoice today, approve it now, but send it automatically next Monday at 9:00 AM.

   This would be useful for businesses that prepare invoices ahead of time but do not want to manually remember to send them later. It would also help when invoices need to be issued at the start or end of a billing period, on a specific contract date, or during business hours.

   Ideally, the feature would support:

   • Scheduling a one-off invoice to be emailed on a specific date and time
   • Using the organisation’s timezone
   • Editing or cancelling the scheduled send before it is sent
   • Showing the scheduled send status clearly on the invoice
   • Recording the action in the invoice history/audit trail

   This would reduce manual reminders, avoid workarounds using repeating invoices, and make invoice sending more reliable for businesses that invoice clients on specific dates.

   Xero currently supports repeating invoices, but there does not appear to be a way to schedule a single, one-off invoice to be sent automatically on a specific future date and time.

   The requested feature is the ability to create and approve an invoice in advance, then choose a scheduled send date and optional time. For example:

   ---

   Create invoice today, approve it now, but send it automatically next Monday at 9:00 AM.

   This would be useful for businesses that prepare invoices ahead of time but do not want to manually remember to send them later. It would also help when invoices… 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. 🙂

10. Allow for EFT or Debit order to pay my Xero account. As my companies do not have Debit or Credit cards.

    Most of my companies do not have credit or debit cards, now I need to correct the Xero account with internal invoicing between the companies to recoup the costs and and claim the VAT in the correct company. Easy fix is to allow for debit orders or EFT payment. If accounts are not paid up to date, just block the use of the company.

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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. batch payment using foreign currencies bank

    To allow Batch payment for multi-currencies bank accounts, eg USD
    Currently, Xero only allow batch payment of base currency, eg. SGD
    For USD invoices, we cannot use "batch payment". So, if I have 10 USD invoices to pay by USD bank account, I need to enter 10 times payments instead on 1 batch payments. Instead of using xero 10 remittance advice emails to supplier, I have to do one manual remittance advice to supplier.

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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. freeze the head

    Freeze the top part of the screen so the contact and other details including banners and headers remain visible at all times. Then when scrolling only the line data scrolls.

    Put the Totals at the top in the non-scrolling section also

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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. Sales - Restore deleted invoice

    I would like the ability to restore voided / deleted invoices and bills. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for creating separate ideas for Bills and Invoices, Jenn.

    This isn't in our pipeline, but we'll get a better sense of the wider interest for this from the community here.

14. Negative default due date settings

    Allow negative values in default due date options.

    We set our due dates 7 days prior to the invoice date, currently Xero only allows default due date settings to be set after the invoice date.

    Allowing negative numbers would make our workflow much quicker!

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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. When creating invoices from a quotation there should be an option to partially invoice and a percentage you can input.

    When invoicing from a quoted job, there should be an option to partially invoice rather then manually adjusting the value.

    A simple partial invoice option and then a percentage you can add in.

    Say month one you want to invoice 20% of the job, Xero & yourself/team would then know there is 80% left to invoice and so on, before 100% of the job is invoiced and can be ticked as invoiced.

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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. Option to automatically approve bills when entered

    I would really like the option to automatically approve bills when entered, rather than having to then go into the Bills section and change from draft to approved every time

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Diane, just to get a better understanding can you share how you are currently entering bills into Xero? E.g emailing bills to your organisation, uploading them?

17. Add a voice-to-text AI assistant for writing descriptions in Xero

    Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.

    I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.

    For example, a tradesperson could say:

    “Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price excludes floor prep.”

    Xero could then turn this into:

    “Supply and installation of grey contract carpet to two rooms, including uplift and disposal of existing carpet. Price excludes any floor preparation unless stated otherwise.”

    This would be very helpful for small business owners, tradespeople and users who struggle with typing, spelling, reading, writing, or using a keyboard. Many people can explain what they want to say out loud, but find it hard to write it professionally.

    The feature could include:

    a microphone button inside description fields
    an “AI rewrite professionally” button
    options to shorten, expand or simplify the wording
    saved regular wording for future use
    the ability to turn rough spoken notes into clear quote and invoice descriptions

    At the moment, I use ChatGPT to help me write descriptions, then I copy and paste them into Xero. It would save a lot of time and make Xero much easier to use if this was built directly into the software.

    I believe this would be a valuable accessibility feature and would help many Xero users create professional quotes, invoices and descriptions with more confidence.

    Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.

    I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.

    For example, a tradesperson could say:

    “Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price… 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. Invoice | Deposits - Set up email template

    When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user). Can we please have the option to add our own default email for the purpose of accompanying deposit requests or a permanent fix on the current default.

    When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user).… more

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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. 🙂

19. Allow new Customer to set up Direct Debit Mandate when making an Instant Bank Payment with Go Cardless

    I would like to take our first payment via Go Cardless Instant Bank Payment and send them a mandate to fill in for future recurring monthly payments.
    We have our first invoice for customers purchasing a subscription from our website set to instant bank pay, so that they can pay immediately and be given site access immediately, but they will then make future payments by Direct Debit.
    Via GoCardless directly, If you invite a new customer to collect an instant bank payment, you need to check the box for the option Set up mandate (Prompt this customer to set up a Direct Debit for automated future payments).

    The customer can then set up a mandate for Direct Debit for automated future payments as shown at https://manage.gocardless.com/one-off-payment/create

    I attach a copy of the One Off Payment from new customer screen with the tick box for them to set up a DD mandate.

    I would like to take our first payment via Go Cardless Instant Bank Payment and send them a mandate to fill in for future recurring monthly payments.
    We have our first invoice for customers purchasing a subscription from our website set to instant bank pay, so that they can pay immediately and be given site access immediately, but they will then make future payments by Direct Debit.
    Via GoCardless directly, If you invite a new customer to collect an instant bank payment, you need to check the box for the option Set up mandate (Prompt this customer to set up… more

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    0 comments  ·  Payment services  ·  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. 🙂

20. Add warning to add payment button

    Idea for a warning pop-up message for when clients add payments to invoices
    (usually they haven't matched off by cent variance or something that has made it not match in the reconcile screen) Currently, its to easy for clients to add payment without realising they have also coded this, leading to double return of income/GST paid twice

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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. 🙂