1031 results found
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Sales | Invoice list - Show scheduled invoices
On sales overview (invoices), it would be really good to have "scheduled" in the "sent" column - where an invoice had been scheduled to be sent by email, but not yet been sent. A column showing the date they are due to be sent would be even better.
If not as above, it would be really handy if you could click on a tab for "scheduled" so you get a list of invoices that are scheduled, and the date they are due to be sent (like the 'scheduled' folder in Gmail).
3 votesGreat to hear you're finding use in the Invoice scheduler, Xav. Being a new feature that's still being rolled out to customers working this feature into other areas like the invoice lists view hasn't been planned just yet, however it would be good to get a sense of the wider interest in this here.
We'll share if there are any updates.
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Invoicing - Avalara transactions report to pull Contact's name or Invoice number
We have integrated Xero with Avalara, but when we extract a transaction report in Avalara, instead of being able to see the Contact's name or Invoice number, we see the URL (the invoice’s unique ID). Can this be fixed?
1 voteAppreciate your feedback here, Athena. While this isn't something we have immediate plans around right now, we'll get feel for the community support for this detail to pull through here and I'll update if there's any changes planned.
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Invoicing - Fields for Job dates
invoices need dates adding , date of work carried out / on hire - off hire dates , the invoices currently only show the invoice date with no other dates added unless doing manually . we have had to stop sending our invoices from xero as customers need dates to match jobs so have had to revert to our old system just for invoicing , surely this could be added
7 votesThanks for sharing your feedback on this idea and explaining how important it is for your invoicing workflow 🙂
We understand that only showing the invoice date can create extra manual work, especially when your customers need to see the date work was carried out, or on-hire and off-hire dates that match the job. Having to add these dates manually, or use a separate system just for invoicing, adds unnecessary time and complexity.
We’ve reviewed this idea and moved it to Gaining Support so other customers can vote and add their comments.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
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Invoice - Ability to hold and release bond/security deposit
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
3 votesHi Dejan, thanks for bringing this idea to the community. We understand the request for a way to manage bonds or security deposits within the invoicing workflow, including holding the amount separately and releasing or applying it later. This can be useful for businesses that regularly work with deposits alongside standard invoicing.
The idea is to introduce a clearer way to track and manage security deposits through a dedicated hold and release process, rather than relying on manual workarounds such as liability accounts or journals.
For now, deposits are typically managed using standard invoicing and liability accounts, with manual tracking used for holding and returning funds where needed. We appreciate this can add extra steps depending on your workflow.
We’ve updated the status of this idea to Gaining Support. If this would be useful in your process, please add your vote and share how you would use it.
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Contact | Invoicing - Ability to set default invoice date for each contact
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…2 votesHi Alexi, thanks for bringing this idea to the community. We can see why having the ability to set a default invoice issue date at the contact level could be useful, particularly for businesses that work to specific customer billing cycles or contractual invoicing arrangements.
The idea is to allow a default invoice date to be saved against an individual contact, so invoices created for that customer automatically use the preferred issue date rather than defaulting to the current date.
For now, using Repeating Invoices may help in some scenarios where invoices need to be generated on a consistent date each month. However, we appreciate this won't suit every workflow, especially when creating ad hoc invoices.
We've updated the status of this idea to Gaining Support. If this would help your workflow, please add your vote and share more detail about how you'd use it.
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Billable expenses - Select quantity to apply 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…4 votesHi Stacy, thanks for sharing this idea and the illustration you've provided.
We can see why having the ability to partially assign billable expenses could be useful. The idea is to allow only part of a billable expense quantity or value to be applied to an invoice, making it easier to distribute costs across multiple invoices, customers, or projects without needing to manually track the remaining balance.
We've updated the status of this idea to Gaining Support. If this would be helpful for your workflow, please add your vote and share more detail about your use case.
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Statements - Remove the Red ink from overdue
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…
2 votes✨ Thanks so much for taking the time to share this idea and explain the challenge you’re running into. We’re moving this idea to Gaining Support so we can hear from more customers who would like greater flexibility in how overdue information is shown in statement emails, including different template options.
If this is something others in your network are running into as well, we’d really appreciate them adding a vote or sharing their use case too. That kind of detail helps our product team better understand the real impact on day-to-day workflows.
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Invoices - 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…
38 votesThanks for bringing this Idea to us Johanna, we appreciate you taking the time to let us know what they want to see in Xero. We have reviewed this and have made it available for others to vote and comment on! Although we are continually updating and improving the overall experience, its great to get input from our customers on how we can make it even better 🙂
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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.
6 votesThanks 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.
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Invoicing - Ability to set a negative integer for default due dates
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!
2 votesHi everyone, thanks for sharing this idea. We understand the ask for the ability to set negative default due dates.
Currently, default due dates in Xero are designed for scenarios where the due date falls on or after the invoice date. We appreciate the suggestion that negative due dates could support specific business workflows and would like to understand more about when this would be most useful.
We encourage the community to share more examples and use cases to help us better understand this need.
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Invoices - Add a voice-to-text AI assistant for writing descriptions
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…
10 votesHi Paul, thanks for sharing this idea. We understand the benefit of having a native voice-to-text AI assistant to help write invoice descriptions especially for users working on the go or across multiple client sites.
The idea is to allow users to dictate invoice line item descriptions using voice input, with text being automatically captured and inserted into the invoice fields to speed up billing and reduce manual typing.
We encourage the community to vote on this idea if you’d find this invoicing workflow improvement useful.
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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).…
19 votesHi everyone, thanks for all the engagement so far. We understand why having a custom email template for deposit could be useful.
The idea is to allow users to create or assign a separate email template for deposit invoices, so messaging and payment terms can be tailored to suit businesses.
We'll continue to track the demand for this idea here.
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Invoice - Allow customers to set up a Direct Debit mandate while completing a GoCardless Instant Bank Payment
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…2 votesHi Stephen, thanks for raising this idea. We understand why having the option to set up a Direct Debit mandate at the same time as an Instant Bank Payment via GoCardless could help create a smoother customer payment experience.
The idea is to combine these steps into a single checkout flow, allowing customers to make their first payment while also authorising future Direct Debit payments without needing to complete a separate setup process.
We encourage the community to vote on this idea if you’d find this payment workflow improvement useful.
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Invoice - Add confirmation popup when clicking Add Payment
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 twice1 voteHi Eden, thanks for sharing this suggestion. We understand why having a confirmation prompt on the “Add Payment” action could be helpful in preventing mistakes.
At the moment, when a payment is entered on an invoice, it is recorded immediately once confirmed. If a selection is made in error, this can require reversing or correcting the transaction afterwards.
One option in the meantime is to use the bank reconciliation screen with the Find & Match process, where transactions are matched directly against bank statement lines. This can help reduce the likelihood of accidental manual payment entries from within the invoice screen.
I’ve updated the status of this post to Gaining Support so we can continue tracking interest and gathering more feedback from the community.
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Bills & Invoices - Option to change calendar picker to start on Sunday
When recording a payment in "Bills" please set the calendar to run Sunday - Saturday.
3 votesHi Julianne, thanks for sharing this suggestion. We understand why having the option to start the calendar on a Sunday could make date entry feel more natural for some.
At the moment, the calendar picker follows a fixed layout and there isn’t a setting to change the start day. We appreciate that even small layout changes can make a difference when you’re entering lots of transactions and moving quickly through your workflow.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gathering votes.
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Reports - Add options to show both Gross and Net amount columns on the Account Transactions report
I'd like to see both the VAT inclusive and exclusive values listed in the transactions list shown in a clients account. Some clients discuss VAT exclusive figures and others inclusive, so it would be much easier to have the selection to show both values side by side, especially if you're looking for something by value.
2 votesHi Emma, appreciate you submitting this through. We understand that having both Gross and Net figure visible together could make reviewing transactions easier.
The good news is this is already available in the Account Transactions report. You can customise the report columns by opening the Columns dropdown and selecting the fields you need, including Gross, Net, and VAT. You can also save the layout as a custom report for future use. Alternatively, you can also run the Receivable Invoice Detail report.
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Overpayment - Audit trail back to bank statement line
Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.
6 votesThanks for sharing this idea with us, and for letting us know this change would be helpful for you 😊
We’ve now moved your idea to Gaining Support so that other customers can vote on it and add their feedback too. This helps our product team better understand how many people are looking for this and the impact it could have.
If this is something others would also find useful, we’d encourage them to add their vote and share a little more about how this would help their workflow.
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Advanced Repeating Invoices / Scheduled Invoice Variations
I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.
Current Problem
Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:
- Annual renewals
- Membership fees
- Licence renewals
- Maintenance charges
- Contract uplifts
- Seasonal charges
- One-off setup/project fees
Currently in Xero this usually requires:
- multiple repeating invoices,
- separate one-off invoices,
- or manually editing invoices each month.
This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly…
38 votes⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
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Email Settings - Remove or be able to edit company emails from email content
The function already exists to have assorted branding and (if you remember) you can send from different email addresses. This falls down (in my scenario) as i have two companies using the same Xero package but have to download quotes, invoices and statements to send from my desktop email account, as the email template has none editable company details and we cannot obviously send invoices when the email is branded with a competitor.
1 voteHi Jacqueline thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing - Invoice status for An invoice that is still an order
Hi all,
I would like to float the idea of including an 'Order' button/tick box on the invoices.
The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..
This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on…
3 votesHi Matthew, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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