1009 results found
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Quotes - Undo option
Undo option in quotes, invoices etc. When you write int he description field sometimes it gets deleted by mistake and then you ahve to write it all out again. The option to just have an undo button to go back would be so good.
9 votes -
Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
13 votes -
Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
36 votes -
Invoices - Ability to show invoice branding theme in Draft list page
Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have others…
11 votesThanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
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Sales Overview - Add column with invoice line details
add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one of the column…
6 votes -
Invoicing - Show credit limit on invoice and statement email templates
The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.
21 votes -
Invoice - Ability to charge a credit card on file
It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.
In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.
26 votes -
Invoices - Ability to set "Contact merchant" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
33 votes -
Invoices - Ability to batch print packing slips
Batch print packing slip
We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?
27 votes -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
16 votes -
Invoice - Add Preview option to Repeating invoices
Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add
16 votes -
API - Add quote sending
The Xero API will let you send an invoice by email - https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice
There is no equivalent functionality for Quotes, each needs to be send manually. This endpoint should be added in as well.
19 votesApologies we've not responded here before now, everyone. While we appreciate your interest in enhancing Xero, ideas for our API are best shared in our Developer community. Taking a quick look I can see that a similar idea for this has already been raised and would encourage you to add your vote to this idea where we have a developer team tracking and responding to the ideas for this, there. Thanks
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Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
23 votesThanks so much for sharing this feedback 🙂 I can completely see why this would make for better processing we are now moving this to Gaining Support so the product team can capture the impact and visibility of the experience. You can invite friends and colleagues to vote and comment on this so our Product team can see how this improvement would positively impact our customers.
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Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
13 votesHi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
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Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements
174 votesHi community, thanks for continuing to share your feedback on this idea.
We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.
We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.
This is something our team will be taking into careful consideration as that work develops.
We’ll keep you updated here as discovery progresses.
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Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.18 votesHi team, we appreciate the interest in a duplicates warning for sales invoices. This isn't something we have in the works at present but will continue to track the appetite around this here.
If there is any update we'll let you all know through this idea. Thanks
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Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
15 votesThanks for the engagement with this idea, everyone. This isn't possible atm however just to provide some options of being able to add a gratuity or tip to an existing invoice.
You could have a inventory item set up for this. When a customer provides you a tip you would then edit the invoice and add this item, entering quantity as 1 and tip amount as the unit price. This way you could have the account and tax rate auto entered.
Appreciate this may not suit all circumstance, but hopefully helps some here.
We don't have any current plans for this but will update you if there's any news.
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Invoices - Protect/Lock invoices from alterations (in addition to Lock Dates)
Our company's invoicing procedure comprises three steps:
(1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
(2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
(3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…
11 votes -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you21 votes -
Invoice Search - Keep search when changes tabs
Dear Sir/madam,
Is ther a way to have a search bar permanetly open. It disappers every time a change between invoce tabs.
Perhaps it can be one search bar on top of the tabs with a choice of permanently open or closed with option to search invoice status as per tabs.It seems more convenient than clicking search buttom prior search all the time you switch the invoice tabs.
Best regards,
Taisiya8 votesThanks so much for sharing this idea 😊
We can see how having the search bar close each time you move between invoice tabs could make it harder to quickly search and work through invoices, especially when you're checking different statuses.
We've reviewed your idea and moved it to Gaining Support so other community members can vote and comment if this is something they'd also find helpful.
We'll continue to keep an eye on the feedback here and share any updates if there's progress.
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