1016 results found
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Invoice templates - Ability to reduce line spacing and padding
Making the line spacing more compact would mean more detail can be shown on a single page and reduce invoices spanning multiple pages
28 votesHi team, we've created this idea from recent feedback we heard about the new invoice editor.
Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.
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Invoice template - Ability to control size of text
Being able to change the font size of different fields Amount Due, Due Date, Issue Date, Invoice Number and Reference. This would allow a business to customise for a more consistent and balanced appearance.
45 votesHi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
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Receipt Template themes added to Profile
Receipt Template options added to Customers Profile
To speed up sending receipts that may require different Receipt Theme Templates, reducing number of clicks etc.
By adding Receipt Theme Template option to customers profile (link we can do with Invoices) so when you click send receipt the selected Theme is already allotted to that customer.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Display Name versus Legal Name when Emailing Invoices
Currently when emailing an invoice the Legal Name is included in the invoice email. Please change that to be the Display Name - the point of the display name is that is the name our customers see versus the legal name. I am unable to email invoices because of this. Urgent and important.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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quote summary
Make the 'Quote Summary' window much bigger, much easier on the eye and less scrolling....why all the wasted space? Minimal programming cost from Xero side, big help to users.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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draft invoices and quotes to PDF with only draft access
Someone with draft only access to be able to save their invoices and quotes as PDF.
1 voteHi Hannah, appreciate your feedback - Can you share a bit more of your business needs here and why it would be useful to be able to give a user Draft only role with the ability to Print or download a PDF?
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Invoices - Show Viewed only when the customer open the email and invoice
Change the history of an invoice being "Sent" to "Viewed" ONLY when the recipient opens the invoice.
I believe it is currently set to change into "Viewed" if either the vendor or the recipient opens the online invoice. It would give us a better peace of mind knowing there's a somewhat reliable way of telling if an invoice is visible to the recipient instead of being filtered into their spam folder. When I open the online invoice it messes up the tracking.
1 voteThanks for sharing this idea and explaining the impact that opening an invoice yourself can have on the “Viewed” status and how important it is for you to have confidence that the status reflects whether your customer has accessed the invoice, particularly when you’re trying to confirm that it hasn’t been missed or filtered into spam.
This idea is currently open for other Xero users to vote and add comments will help us understand how broadly this would benefit the community and the different ways this behaviour affects businesses.
We appreciate you taking the time to explain your experience and provide this feedback 🙂
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Sales list | Xero Network bulk send - Include PDF attachments
I would like to suggest an improvement to the Xero Network bulk invoice sending functionality.
Currently, when invoices are sent individually via Xero Network from the individual invoice screen, the invoice PDF can be transferred to the receiving organisation and appears under Related Files on the resulting draft bill.
However, when multiple invoices are selected from Sales → Invoices → Awaiting Payment and sent via Xero Network, the PDF is not attached to the resulting draft bill under Related Files. Instead, the PDF is treated as an email attachment/delivery.
I understand that a similar Product Idea has already been completed…
1 voteThanks for sharing here, Dean and appreciate you defining the difference in what you're after from what's available at an individual invoice level.
We'll start to gain wider interest from others in this here. While we don't have any immediate plans for developing this capability into the send flow at the list level it's something the teams can consider ass they plan future improvements in this space.
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Invoice template - Ability to move payee address
Please give us more control over the layout of the so-called “new improved Invoice layout” . I would like to rename Tax Invoice to Invoice, delete the bold and enlarged font of the top Amount Due so that it does not look as if we are shouting at the customer, remove one of the Amount Due entries as there are now 5 which is overkill! And most importantly I need to have the ability to move the payee address within the page as it now does not fit in standard window envelopes.
This new layout should have been optional with…
4 votesThanks for highlighting this improvement. We understand the request for flexibility to move the contact address on invoices, rather than having this position fixed.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share which elements you’d want to control.
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Invoice template - Ability to rename 'Tax number' in contact details section
This is simple and easy, just have the option to display the customer VAT number on invoices. Why is there only a Tax number. Now we need to help the clients to not update a legacy template so it can just show VAT number instead on Tax number.
10 votesHi Stephanus, appreciate you bringing this suggestion to the community. We understand the request to replace the standard “Tax Number” wording with a preferred label, such as “VAT Number”, on customer invoices.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like the label customisation to work.
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E-invoicing - Set customer-level default preferences to automatically send eInvoices
I have customers that want to receive eInvoices. Can you set a customer preferences in their profile so that Xero automatically sends an e-invoice? I want some to automatically receive einvoices and other not to.
1 voteThanks for bringing this to the community, Tania. We understand the request for customer-level settings that determine whether invoices are sent as eInvoices or standard invoices. Saving the preferred delivery method against the contact could make it easier to send invoices using the right channel.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share how you’d use it.
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Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.
The work-arounds are not easily achieved.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoice template - Ability to change format of Contact Account Number
On the new invoice layout the customer account number should be clearly named and not just a number underneath their address. It could be anything.
2 votesGreat to get this extra detail from you here, thanks Janet.
We'll consider this as a potential improvement and keep our eyes on the support for this here. I'll share if there are any updates.
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Import Xero Blue invoice details back to Xero Green financial tab
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Prepayments - Ability to set a custom allocation date
Prepayment allocation doesn't work for us as the dates are incorrect.
We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.
Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.
I would request we have a further option to add a custom date of when the prepayment was actually allocated.
We have frequent…
1 voteAppreciate you raising this idea. We understand the request to set a custom date when allocating a prepayment to an invoice. This could make it easier to keep the allocation date aligned with when the funds are actually applied.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you’d like the allocation date to work.
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Invoice template - Ability to copy / clone
It would be great to be able to "clone" invoices based on the invoice templates. Use case: I may need Strip payment details for some customers but not for others, but the layout should match exactly without having to remove and add every time depending on customer, but driven mainly from the template.
2 votesThanks for feeding back here, Juan. Appreciate where you're wanting to set up similar themes with slight differences this could be useful.
We'll start to gain a sense of interest in this capability through your idea here and I'll share if there are any updates.
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Permissions - Sales + manage payment services permission
Give all users that create invoices the ability to manage card payments. I believe only higher users can do this and users that only have access to sales cannot change this. We currently request payment by bank transfer to keep the cost of card payments down, but we do have card payments available, so we'd like to be able to send the invoice without and add if requested.
1 voteHi Helen, currently the ability to manage payment services are limited to the Adviser and Standard user roles.
Appreciate the reason you've shared on opening this up. While there is a level of security needed to protect the business, this may be something we could consider at an incremental control level longer term.
It's not in the plans atm but we'll keep a close watch on the support for this. I'll let you know here if there are any updates.
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Invoice templates - Ability to change position of Attention to
In new invoicing, please allow the option to shift where certain lines display. For example, the "attention" line is now above the business or contact name. While it's crucial to include "attention", we need the choice of where that line appears.
Also, we need the ability to change font sizes. From a design perspective, the balance of amount due and due date do not align with the other invoice elements, including the title "Invoice". We would like flexibility to adjust these items to reflect a more tasteful invoice design that aligns with our brand.
Thank you for your consideration.
1 voteHi Kristin, appreciate your feedback here. We have an existing idea around the ability to change the font size that I've just added you as a voter to so you'll be kept in the loop of any news.
I've slightly amended the title of your idea here so we can get a wider sense of interest in being able to change the position of the Attention to detail. We'll let you know here if there are any plans made around this.
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Stop the annoying pop-ups when copying a previous invoice to draft invoice
Stop the annoying pop-ups when copying a previous invoice to draft invoice, there is no need for this as I am copying that specific invoice for that same customer and I know its been copied!!!!!
2 votesAppreciate your feedback here, team.
The pop ups are shown as a means to help highlight and confirm the actions that have been made, but we understand for some customers this may seem unnecessary.
We'll continue to get a sense of the wider interest of this idea here and I'll share if there are any updates.
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New standard invoice templates not legal to use in the UK
The new branded invoice layouts do not include registered company address or what country the company is registered in as required by UK law.
I know I could add them in additional business details but it would really confuse my customers having 2 full size addresses at the top of the invoice.
I did log case CX0018679522 and was told I would have to create personalised Docx layouts!
Why have you introduced the new formats when every UK user will have to create Docx formats for all document formats?
This is especially hard for me as I have to do…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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