Invoices & quotes

1114 results found

1. Allow users to disable the new Bills split-screen layout and hide Xero bill payment promotion

   I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

   The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a specific one. The side panel adds visual noise and makes the interface more cluttered than it needs to be.

   This design also creates real workflow problems. I work on a large widescreen monitor with multiple applications open at the same time. The new layout forces the Xero window to be significantly wider just to make the interface usable. That disrupts an efficient multi-window workflow and makes it harder to work quickly.

   Even more frustrating is the constant promotion of Xero’s bill payment service. Many businesses, including ours, do not use this feature and have no intention of using it. Our payments are handled through methods such as Zelle, ACH, checks, Cash App, Venmo, and e-checks so we can pay vendors immediately when needed. We do not need a third-party payment service inserted into our workflow, especially one that adds additional costs.

   What used to be a simple process of opening a bill and recording a payment now involves navigating through extra interface elements and promotional prompts that are not relevant to how we operate.

   In fact, since this new layout was introduced, our team has had more incorrect entries in the past week than we have had in years. The screen has become busier, the correct action is harder to locate quickly, and it slows down work that used to take seconds.

   The most frustrating part is that the simplicity of Xero was the exact reason many of us chose it over QuickBooks in the first place. If Xero continues moving in this direction and overcomplicating the interface, it removes the main advantage the platform once had.

   At the very least, users should have the option to control this behavior.

   Requested solution

   Please add the following options:

   • A toggle to disable the Bills split-screen layout and open bills in a full-page view
   • A setting to hide or disable the Xero bill payments section for organizations that do not use the feature

   Businesses should be able to choose the workflow that best fits their operations.

   I want to be very clear about this. If these issues cannot be resolved and users are forced to work with this new interface permanently, we will be moving our accounting back to QuickBooks. That is not something I want to do after more than a decade with Xero, but the current changes are making the software significantly harder to use than it used to be.

   It would be extremely disappointing to leave a platform that we have recommended to so many others, but usability and workflow efficiency matter.

   If other long-time users feel the same way, please vote for this idea so Xero can prioritize fixing the Bills interface and restoring the simplicity that made the platform great.

   I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

   The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside 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. 🙂

2. Attaching photos

   Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming

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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. Cashflow Manager

   Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.

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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. adding time or expenses from project to an existing invoice

   I would like to see the ability to add additional time or expenses from a project to an existing invoice. When creating invoices, I sometimes forget to add the expenses to an invoice. It would be great to be able to add these expenses to the existing invoice without having to void the invoice and start over.

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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. HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL

   HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL

   I NOTE THAT XERO HAS RECENTLY ADDED A SUMMARY OF STATEMENT ACTIVITY TO THE EMAIL TEMPLATE (CLEARLY DIDN'T LISTEN TO THE FEEDBACK WHEN XERO DID THIS TO THE INVOICE TEMPLATE).

   PLEASE ADD THE FUNCTION TO HIDE THE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL TEMPLATE.

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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. Being able to tab forward or back through invoices when viewing

   Being able to tab through invoices. So if you are viewing an invoice say INV#010 there's a button you can press to tab to the next invoice INV#011 or a back tab button to view INV#009.
   This would be far easier and save time compared to currently entering each individual invoice number to search for it and view. Pls consider as i am sure this would make life quicker and easier for all users! Thanks Dean

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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. Set pricing per product per customer

   The ability to set specific pricing for each product individually for each contact.

   Currently having to constantly search previous pricing for items for customers as in our industry every customer requires a different price structure.

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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 - Ability to print packing list while in Draft

   Be able to print packing slips BEFORE approving the invoice. You are able to print "draft invoice" before approving so would be handy to be able to do packing slips too. We have to send customers PLs before they agree to taking the goods so we have to copy, paste, print & scan it to send to them.

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

   Appreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.

   This isn't something we have p[lans for atm, but will keep an eye on the support in this here.

9. Delivery Due date

   Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.

   This date is crucial for forecasting.

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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. Invoice should be preserved unchanged once issued

    UK tax regulations, and presumably those for most other countries, require that when a COPY invoice is produced, that is a copy that has not been amended.

    Currently, if an invoice is sent to a client, and the client address details are changed, then the invoice is ALSO changed. This is contrary to legislation.

    It is however required that each additional copy invoice must be clearly and indelibly marked “THIS IS NOT A VAT INVOICE”.

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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. Set Recurring invoice date to none

    I would like to be able to set a recurring invoice date to no date or none, so I could create the invoice when it is required

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    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. Add “Assigned Staff” Tab to Invoices in XPM

    Add “Assigned Staff” Tab to Invoices in XPM.

    We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

    Currently, when an invoice is open, there are three tabs available:
    Information, Notes & History.

    We propose adding a fourth tab titled “Assigned Staff.”

    Invoice workflow typically moves through several stages:
    1. Staff member creates the bill
    2. Manager reviews and approves
    3. Director reviews and approves
    4. Admin completes final processing and sends to the client

    Having the ability to assign up to 4–5 staff members directly to an invoice would:
    1. Clearly show who is responsible at each stage
    2. Improve efficiency and reduce bottlenecks
    3. Provide quick visibility of where the invoice is in the workflow
    4. Reduce reliance on notes or external tracking systems

    By adding a new “Assigned Staff” tab within the invoice screen and ability to select staff from the existing Staff list (similar to other areas within XPM) would be beneficial.

    An option to tick/select multiple staff members (up to 4–5)

    A status tick box next to each assigned staff member to indicate when their part of the process has been finalised or a drop down for a status selection of (not started, started, review, final review, approved).

    Additional filters within the Invoice Manager to filter by Assigned Staff and Status (including status per staff member)

    This feature would significantly improve workflow tracking and internal communication, especially for firms with multi-level approval processes and firms with remote workers.

    Add “Assigned Staff” Tab to Invoices in XPM.

    We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.

    Currently, when an invoice is open, there are three tabs available:
    Information, Notes & History.

    We propose adding a fourth tab titled “Assigned Staff.”

    Invoice workflow typically moves through several stages:
    1. Staff member creates the bill
    2. Manager reviews and approves
    3. Director reviews and approves
    4. Admin completes final processing and sends to the client

    Having the ability to assign up to 4–5… 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. 🙂

13. 'Include with the online invoice' setting in templates for all invoices

    It seems I am only able to tick individual invoices to include the PDF attachment (invoice from our stock system) that is loaded on the Xero invoice. It would be extremely helpful to have the option to turn on the 'include with online invoice' as a default for all invoices.

    This would allow our customers to be able to download our itemised invoice via their statement rather than the basic Xero templated version.

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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. 🙂

14. toggle

    Ability to turn off / toggle the warning for

    "The invoice was raised after the payment you are reconciling to"

    Alot of my invoices are dated after the payment date for whatever reason. It would be create to have a choice whether to receive this warning or not.

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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. Send credit notes via Xero to Xero network

    Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?

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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. approval of quotes

    There is no facility in Xero to send a quote to a supervisor for approval prior to sending to the customer. It is essential the amount quoted to the customer is correct. I can submit invoices, bills and purchase orders but not quotes. Why not?

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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. 🙂

17. Invoicing - Quickly access full Contact Card from the draft Invoice

    In New Invoicing, the Contact field shows a summary popup of the selected Contact. Some details can be quickly edited (name, email, address, phone).

    However, there is no link to quickly navigate to the full Contact Card stored in Xero.

    It would be helpful to be able to jump directly from the Invoice to the full Contact stored in Xero - eg if more details edits need to be made to the Contact, or to view the Contact's full details. If a link is provided this should open in a new tab to avoid losing the Invoice context.

    Currently the only way to do this is to navigate to Customers or All Contacts via the Contacts menu, then find and open the relevant Contact Card. A quick link from the draft Invoice contact field would save several clicks and navigation overhead.

    In New Invoicing, the Contact field shows a summary popup of the selected Contact. Some details can be quickly edited (name, email, address, phone).

    However, there is no link to quickly navigate to the full Contact Card stored in Xero.

    It would be helpful to be able to jump directly from the Invoice to the full Contact stored in Xero - eg if more details edits need to be made to the Contact, or to view the Contact's full details. If a link is provided this should open in a new tab to avoid losing the Invoice context.

    Currently the… 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. Proposed Practice: Signed Acceptance for Quotes

    As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.

    Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if questions or disputes arise later.

    This practice operates fully within existing federal and state law. The Electronic Signatures in Global and National Commerce Act (ESIGN Act, 15 U.S.C. § 7001) and the Uniform Electronic Transactions Act (UETA) confirm that electronic signatures carry the same legal validity as handwritten signatures and satisfy any legal requirement for a signature. As a result, customers can conveniently approve quotes electronically without added burden.

    By implementing signed acceptance, the goal is not to impose unnecessary formalities, but to create a transparent, legally sound process that protects both the customer and the contractor while aligning with established contract law principles. Signed Acceptance on Quotes

    As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.

    Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if… 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. 🙂

19. Enter expected date for multiple invoices at once

    When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.

    IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.

    At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.

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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. Enter expected date for multiple invoices at once

    When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.

    IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.

    At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.

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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. 🙂