1115 results found
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add payment
Why has Xero decided to now move where payments of sales invoice is added to the bottom of the screen whereas it use to open at top. It would be preferable that the "SAVE" button was the only thing moving to the bottom of the screen. ARghgh
I dont normally mark sales paid this way but in the case of "Cash sales" these get allocated to unallocated account so you have to manually enter but its annoying now that it pushes you to the bottom of the screen when you need to see the date of the sale to get…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 templates+ PDF naming + emailing naming
XERO should enter the customer front office era!!!
We need:
1) drag and drop invoice templates to replace the pre-historic existing templates and doing away with the "Billy Boy" word document interface for making invoice templates = the pre-history!
2) add the ability to tune the PDF naming to include custom selected key element
3) add the ability to use custome selected email naming for emailing invoices!!!!
The most important part being invoice template tuning ... please PLEASE enter the 121st century!!!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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A feature to add permanent line items to invoice templates that automatically appear every time you create a new invoice
It would be great to have a feature to add permanent line items to invoice templates that automatically appear every time you create a new invoice. We require every invoice that we send out to include a FAF (Fuel Adjustment Factor) charge, and we would love the ability not to forget to add it to each invoice. I know you can do this in a 'Repeating Invoice' but this format does not suit us as none of our invoices are the same.
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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We would appreciate the option to add a FAF (Fuel Adjustment Factor) in the form of a percentage of the total invoice
We would love the option to add a variable FAF(Fuel Adjustment Factor) in the form of an added percentage of the total invoice, to the invoices we send to pur customers. Currently we have to work this out and enter it into each invoice manually which is very time consuming. If you could add a component to your invoicing that included an optional FAF which could work out the percentage for you that would be amazing. Considering nearly every transport and logistics company we know has now added a FAF to their charging due to the recent volitility in fuel…
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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request deposits
Request deposit without a stripe account.
The new feature is only available with stripe account which take a fee. This is expensive for Invoices of high value, can we just have this feature without the stripe requirements 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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xero invoices in xero as draft
Please make all XERO subscription/billing invocies in XERO as darft under the supplier XERO. It is silly that they are we emailed to the billing a holder and not automatically available within Xero itself.
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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WhatsApp Invoice Sending Integration for Xero
Product Idea: WhatsApp Invoice Sending Integration for Xero
Many small business owners—particularly those in mobile or service-based industries such as maintenance, repairs, and on-site services—primarily communicate with their clients via WhatsApp rather than email.
Currently, when using Xero, these users need to:
• Generate an invoice
• Download the PDF
• Open WhatsApp
• Manually attach and send the invoice to the client
This process is time-consuming and inefficient, especially for business owners who are constantly on the move and may not have immediate access to a client’s email address.
Proposed Feature:
Introduce a “Send via WhatsApp” option within Xero…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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Statements by Credit terms
I have used other accounting packages and you can select terms as a method of who you wish to send statments too. ie 7 day Terms, or 14 Day terms etc etc It allows for easier follow up.
I find auto sending overdue invoices automatically upsets clients, especally if they are 5 days over and this covers 60 odd invoices. I have found in the past I get better response to regular statements being sent according to payment terms.
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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Alert if invoice does not have a PO
Option on customer account to create an alert if an invoice has not got a PO recorded before issuing.
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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Invoice - add a link to go directly to related Stock Journal Transaction (Unleashed Invoices)
There is currently no way to locate the Stock Journal posting COGS for an invoice without do a search on the number and locating it separately. This is for invoices and Stock Journals integrating form Unleashed into Xero. It would be great to have a link on the invoice to go to the related Stock Journal.
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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adjust spacing top invoice template
Move the entire template up so the "Bill To", Logo and "Company Info are on the same rows.
There is too much wasted space up top and could be used for more line itemsOr
Add an option to crunch the line items with none, single or double line spacing between each item listed.
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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allow seperate emails for quotes and invoices
Would love to be able to set a different email address for sending Quotes (info@) and Invoices (accounts@) so that queries are responded to more efficiently instead of having to forward the email query between different departments each time.
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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All us to turn off autosave
Please allow us to turn off autosave. I know this has been "improved" but it is still taking up way too much time to raise an invoice. Autosave can be dangerous too because inadvertent changes get saved and we have no way of stopping that! The new invoicing, in general is less stable than the classic and autosave exacerbates the issues!
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 as private
When sending invoices to mark the email sensitivity to private or confidential.
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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Change colour of Banner for different Entities
We have several entities set up in Xero with very similar names, charts of accounts and a number of key suppliers who are common amongst the entities. This often leads to processing transactions in the wrong entity as it's frustrating to have to open different entities in different browsers or incognito tabs.
It would be great if we could customise the colour of the banner/menu bar within each entity so that we had a quick visual reference to be able to identify which entity we are currently logged into.
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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xero billing
Locating my Xero subscriptions invoices. I spent 20 minutes just trying to locate an old Xero subscription invoice. Here's just a little idea of how to make this action just a little more noticeable.
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 | Payments - Remember reference
In the new "Record Payment" section on a sales invoice, it has lost the ability to remember the reference entered previously so i now have to retype the reference every time. Would be handy if we could have this back.
Also i have to enter multiple payments for each sales invoice at the same time to go to different banks/accounts - it would be good if i could do this in one screen instead of having to reload the same invoice each time to add a payment.
3 votesThanks for your feedback on the recent update of the payment section on an invoice. I've made sure to share this back with our product team and we will keep you updated if there is any further updates planned around the reference behaviour you've described, here.
Also appreciate that users that are making multiple payments would like to stay within the invoice and we have a separate idea for this here that we'll share any updates through.
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add payment option on invoicing
Invoicing Add Payment - can we please have the add payment option pop up in a separate box like it did before on the new invoicing. Now you have to scroll to the bottom of the page to enter details and add payment, but I have to scroll up to see my invoice number and reference and as I type, it scrolls back to the top.. like you're fighting with something that should be a 2 second job. Why does this need to be on the bottom and why did it change at all?
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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allow documents to be added to branding theme templates
When we create quotes for a lot of our customers we want to include a few different documents with the quote without having to manually attach it to the quote. We want to add documents like product offering, pricing sheets, terms of sale etc. below the initial quote. We want to do this by selecting a branding theme which will automatically populate the template with those extra documents for us
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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Cash flow forecast using Quotes vs Purchase Orders
Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?
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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