1005 results found
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Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
80 votesHi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number
Ability to use BPay reference number for invoice reference number.
Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.
27 votes -
Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
40 votes -
Sales Invoices - Allow to have column for backorders
To have a column of back orders/negative items within the Sales Invoices.
Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.
108 votesThanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
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Batch Deposits - Select Invoices over multiple pages.
Ability to tick/select invoices over multiple pages.
Purpose: To save users time when they’re doing batch deposits.
101 votesHi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
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Sales Invoices - Ability to print invoices in Xero in one click
Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.
Purpose: To save users time from having to open the PDF and click Print again.
91 votes -
Sales - Ability to calculate commissions
Ability to track Sales representatives commission for each sale.
Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows
33 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
181 votes -
Sales Invoices - Add freight charge field
Ability to add freight charge fields in the sales invoice.
Purpose: To easily show the freight cost to the customer rather than having to edit the line items.
63 votes -
Invoice - Show and calculate margins on sales quotes and invoices
Calculating both quotes & invoices, and showing a margin based on unit cost and price, and also setting a price based on a required margin.
Purpose: save time when checking and calculate the costs.
65 votes -
Quotes - Permanently Delete Quotes
Ability to delete quotes permanently in Xero.
Purpose: To make the ‘All tab’ didn’t get mixed up with the unused quotes that were supposed to be deleted.
125 votesAppreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
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Credit notes- bulk allocation
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.447 votesThanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
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Quotes - Preview option
Ability to have preview options for quotes
Purpose: To make sure that quotes can be printed nicely.
36 votesHi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
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Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa
Allow the automatic matching of sales invoices against purchase invoices for the same contact.
Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.
61 votes -
Files - Include attached files when using 'Copy'
Ability to keep the files attached when users’ they’ve copied it into Bills.
Purpose: To save users’ time from having to manually send the file attachment separately.
25 votes -
Search: Sales/Purchases - Ability to prompt credit notes when selecting 'credit'
The ability to search credit notes without having to know the credit note details.
Purpose: To make users easier when searching credit notes in Xero.
8 votes -
E-Invoicing - PEPPOL Compliance
Ability to send invoices through PEPPOL network.
Purpose: To comply with the European standard of e-invoicing and e-ordering. Especially for those who deal with the public sector.
66 votesHi team, we'd like to return with another update for everyone here. As mentioned in my last response our current support for Peppol eInvoicing in Xero extends to orgs in AU, NZ, UK, SG and MY.
We are still in discovery of development for UK orgs to send eInvoices to EU businesses and govt agencies - It is worth noting that right now the Belgian mandate does not impact UK suppliers to Belgian businesses.
That said, I am pleased to share that work for expanding Peppol to support other countries with regular Peppol support (including Belgium, Ireland and Malta) is already underway and expected to be live before December 2025. We will keep you updated of further news around this through the idea, here. Thanks!
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Quotes - Option to update date when quote is revised
Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.
Purpose: To save users time from changing the date when it’s automatically changed by the system.
8 votes -
Sales Invoice - Sort items by column header
To be able to sort sales invoices by column header.
Purpose: To make it easier for users to check their invoices.
9 votes -
Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
643 votesHi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
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