1032 results found
-
Invoicing - Company Name populating address field
Please can you make it when invoicing a client their company name is auto-filled on invoices. Currently you have to manually add the company name to the contact address field. Or it does not come up on the invoices. Really annoying. Xero already has the company names, but you have to add it again to the address field.
2 votes✨ Thanks so much for sharing this idea with the Xero community and for letting us know what your needs are in Xero. This idea is currently open for votes and comments. Please continue to share your feedback and add your vote, as this helps us understand how useful this improvement would be for other customers too.
We'll keep a pulse on the interest this idea receives and share if there are any updates.
-
Invoice Templates - Ink saver layout option
We request that Xero creates an Ink Saver template within Xero.
We do not want to use a DocX template to achieve this as not all businesses use Microsoft.The new invoice template that Xero has launched uses excessive bold text and a thick black line at the base of each invoice. This drains a lot of ink from printer cartridges causing an unnecessary cost to business and the environment.
An Ink saver invoice template should be built into Xero as a base option or selectable option and that would be very popular for Xero customers who:
1. Don't want…4 votesAppreciate your feedback, Chris. We're listening to feedback we're receiving about the new Invoice template editor and I wanted to highlight this other idea for having more control over the formatting of the amount due and due date fields you've noted.
I've added your vote for that too so you'll be kept updated.
For your idea here it'd be good to understand wider interest in a preset format to reduce the amount of ink used. Thanks
-
Invoice Receipt - Enable receipt when invoice fully paid (not part payment reciepts)
Now that XERO has the deposit payment option within invoices it would be great to be able to generate an invoice level receipt, when getting multiple payments on an invoice having to go into each one to generate the receipt then go and attach individual PDFs to the email is frustrating. Sure, at a payment level if you want to send receipts at each payment then keep that but once a job is complete and fully paid being able to generate just 1 receipt with all payment would reduce time spent.
Unless I'm missing something i also dont think a…
1 voteThank you for sharing this feedback.
We understand that when an invoice is paid through multiple part-payments—for example, a deposit followed by the remaining balance—you would like to send your customer one receipt for the full invoice once it has been paid in full, rather than sending a separate receipt for each payment. We’ve captured your feedback for consideration. If this would also be useful for your business, please vote for the idea and add a comment explaining how you currently manage multiple-payment invoices. This will help demonstrate the need for the improvement.
-
DOCX - Allow Apple and Google Pay links
Current Limitation - Apple pay or Google pay options are available on the standard invoice template and it cannot be incorporated to advance invoice template. In the advance invoice template only credit/debit card options are available.
Suggestion - Incorporate all the payment options to the advance invoice template.
2 votesThank you for sharing your idea to make Apple Pay and Google Pay available when using an advanced invoice template. We understand how helpful it would be to offer customers convenient digital wallet payment options while retaining the flexibility of a customised invoice design. ⭐
We’ve reviewed your idea and moved it to the ‘Gaining Support’ status so other community members can vote and comment. Their feedback will help us understand how broadly this would improve the payment experience for businesses using advanced invoice templates.
If this would be useful for your business, please add your vote and share any additional details about how you’d like it to work.
-
Invoice Reminder - Prevent invoice reminder when a matching bank statement line is detected in Xero
A related problem is the risk of customers receiving reminders despite payment having already reached the bank but not yet having completed Xero's reconciliation workflow.
Requested improvement:
If an incoming bank transaction is clearly matched to the invoice, payment reminders should at least be suspended pending reconciliation.2 votesThanks for sharing this suggestion, Daniel. We understand the request for payment reminders to recognise when a payment is already on its way, such as an unreconciled bank statement line. This could help avoid sending reminders when customers have already made a payment, but not yet applied to invoices.
We'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 your thoughts.
-
Invoicing - Improve visibility of Voided/Deleted invoices
When an invoice has been voided, Xero should clearly display VOIDED on the invoice itself.
Currently, opening a voided invoice gives very little indication that it has been voided. The user has to expand History and notes to discover this.
Voided invoices are also excluded from the normal All invoices view unless the user opens Search and selects the small Include Deleted & Voided checkbox.
This makes it unnecessarily difficult to understand what has happened, particularly when an external system or integration has created a replacement invoice.
I would like:
A prominent VOIDED status/banner when viewing the invoice.
Voided invoices…1 voteHi Andrew, just rounding back to your idea here - I wanted to highlight that we have an existing idea for having a separate tab for voided and deleted invoices, that I've added your vote to.
These are purposefully excluded by default to prevent confusion when quickly assessing an orgs invoices, so attention is drawn to those needing attention.
We don't have any plans to change how these are shown at present but we'll get a clearer understanding of interest from your idea here.
-
Repeating Invoices - Automatically include past due balances to repeating invoices
Add an option to put any past due amounts on recurring invoice templates. While sending past due reminders is nice, if you have that recurring invoice going out - why not have line item for any past due amounts as well.
1 voteThanks for bringing this suggestion to the community. We understand how automatically showing an outstanding balance on the next repeating invoice could reduce extra steps when managing overdue accounts.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
-
Combine Tasks in invoicing from Projects so they all remain 'Invoiced"
Projects Invoicing
I would like to be able to select specific tasks in a date period only and then transfer to an invoice combined so that they are all marked as "Invoiced" still in Projects.
At the moment you would have to do a Project Amount Invoice which pulls all the time and expenses into that invoice, which we dont do. We only invoice a specific time frame.
But when we delete task in the invoice to consolidate to "Services" it removes the invoiced status and some items get charged twice.
I would like the option when you select invoice…
2 votesAppreciate you raising this. Being able to combine project task lines on an invoice without changing their invoiced status could make it easier to present cleaner invoices while keeping project records accurate.
We've moved this idea to Gaining Support so we can keep gathering feedback. If possible, we'd encourage you to elaborate more on your ideas to make it clear to our community that's voting.
-
Quotes - Add a created by column in Quotes list view
Ability to add Created by column
3 votesThanks for highlighting this suggestion, John. We understand the request to show the user who created each quote directly in the Quotes list view, rather than opening individual quotes to check.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could be useful, add your vote and let us know.
-
Repeating Invoices - Add one-off charges or additional line items to repeating invoices
Add one-off charges to repeating invoices. Queue a charge to a client's future repeating invoice. This will avoid having to bill separately and forgetting to add the charge after the invoice is created.
1 voteThanks for sharing this idea. We understand the request to add one-off charges to a repeating invoice without changing the recurring template. Being able to include additional work or expenses on the next invoice could make recurring billing more flexible.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what types of charges you'd like to add.
-
Repeat Invoice - Send and receive PDF attachments automatically via Xero Network
Xero Network - include PDF on invoices sent through Xero Network when those invoices are raised every month from repeating transactions and sent automatically
Currently, only the invoices raised manually have the PDF attached if raised manually, but not on the ones that are auto posted. Its time consuming to then have to download each one and then go to multiple companies to add it
3 votesThanks for highlighting this opportunity. We understand the request to have PDF attachments automatically follow an invoice when it's sent through the Xero Network. Having everything arrive together could make invoice processing simpler and reduce manual follow-up between businesses.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know what you'd expect to be included with the invoice.
-
Invoices - Show the Contact Group within an invoice
Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.
1 voteHi, thanks for taking the time to raise this idea ✨ and for explaining how showing the Contact Group while Invoicing would be a benefit to your business
Other community members can now vote for this idea and add comments to share how this would help them. The level of support and feedback will help us gauge community interest and understand the impact across customers, which helps inform future improvements. We’ll continue to review the feedback, any post any updates here.
-
Invoices - Paste multiple rows and columns from spreadsheets directly into invoice line items
Invoicing: Paste Multiple Rows and Columns into Invoice Lines
Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line
The new drag-fill function is useful and appreciated, but it is not what the original request asked for.
The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.
Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.
Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell…
3 votesAppreciate you sharing this idea, Nic. The key request here is to support multi-cell clipboard pasting in the invoice line-item grid. Copying several cells from a spreadsheet could then populate multiple invoice rows and columns in one action.
This could make entering large invoices much quicker, particularly when the information has already been prepared in spreadsheet.
I’ve moved this to Gaining Support so we can continue gathering feedback. If you’d find this useful, let us know how you currently transfer spreadsheet data into invoices.
-
Send e-invoices through Xero to Sweden via the Peppol network
It has now become mandatory to email clients in Sweden via e-invoicing through the Peppol network. I know other countries have support through Xero for e-invoicing. Please can Sweden be included in the regions e-invoicing is available for. Thank you.
1 voteThanks for sharing this suggestion. We understand the request for Xero to support sending e-invoices to Sweden based businesses through the Peppol network.
Adding Sweden to Xero’s supported Peppol network could make it easier for businesses to manage e-invoicing directly from Xero, without relying on a separate access point. I’ve updated the status to Gaining Support so we can continue tracking community interest.
-
Invoices - Add Notes section column to Invoices Awaiting Payment screen
This would be useful for when you speak to a customer to request a payment date for overdue invoices, you could make a note of what they've said. At the moment there is only an option to select a date for when payment may happen.
4 votesThanks for raising this, Rhianydd. A Notes column on the Invoices Awaiting Payment screen could make it easier to keep payment follow-up details visible while working through outstanding invoices.
I’ve updated the status to Gaining Support so we can continue tracking interest. How would you like notes to work in this view, and what information would you want to capture?
-
Keep features and page layout consistent throughout different screens
This is not just an invoicing issue, but there is no option to choose everything.
The Invoice, Quotes, Bills and Purchase order pages all have differing layouts and features available.
For ease of use and continuity, why do all the pages not have the same layout and functionality?
I don't understand why all the services don't have the same features. You can do something in quotes, that you cant do in invoicing. Like dragging and dropping text, you can do it in quotes so surely it can't be that hard to make it available in invoicing again as well, like…
2 votesThank you for sharing your feedback, Nicole. We’re continuing to think carefully about consistency across the actions and layout of our features as the product evolves, especially as more shared components (like the table used across invoices, purchase orders, bills, and quotes) are introduced into the new experiences.
That said, each feature also has its own distinct needs. While the new experiences across these pages will feel similar, there will be differences designed specifically to support the users and workflows for each one.
Although we’ll move this idea to Not in Pipeline as it’s too broad in scope, I do want to acknowledge that creating a more succinct and harmonised experience across features is very much top of mind for our product teams.
-
Invoicing - Copy and paste into lines of an invoice
Drag and drop.... it is not fixed or completed as you have told us today
Why cant this be enabled again?
yes i can copy and past or drag a line, sometimes Id rather move that line easily by just selecting and dropping.Likewise with re-ordering words within the description box
the blue dot and now the segmented box is annoying, boxes dont select correctly if you click thru to quickly
Your doing great at giving us more and more reasons to change providers
5 votesHi there 👋 appreciate your feedback on the recent release of our drag and fill feature within the invoicing table.
Appreciate this differs to what you're asking here, in being able to copy and paste contents from another source into line items.
In terms of moving lines around, it's possible to drag an entire line up or down your rows. Just click and drag from the 6 dots to the left of the table.
We want to be upfront copy paste of information isn't something we have plans for atm, but will share if there's any progress here.
-
E-Invoicing - Include Xero Inventory Item Code in Peppol XML SellersItemIdentification schema
When a sales invoice containing inventory item codes is sent from Xero through Peppol, the Xero Item Code is not included in the resulting Peppol invoice XML.
For example, a Xero invoice line contains:
Item Code: [ITEM CODE]
Description: [ITEM DESCRIPTION]
Quantity: [QUANTITY]
Unit Price: [UNIT PRICE]However, the Peppol XML only contains the item name or description and does not include the following element:
<cac:SellersItemIdentification>
<cbc:ID>[ITEM CODE]/cbc:ID
/cac:SellersItemIdentificationPeppol BIS Billing 3.0 defines cac:SellersItemIdentification as the field for an identifier assigned by the seller to an item. The Xero Item Code therefore appears to be the appropriate source…
2 votesAppreciate you bringing this to the community. Having the Item Code included as the seller's item identifier in Peppol invoices could make automated matching easier for receiving systems.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and let us know how you'd expect the Item Code to be handled in the Peppol output.
-
Quotes - Ability to Schedule date and times quotes are sent
Schedule date and times quotes can be sent out.
6 votesThanks for sharing how you'd like to see the recent feature we've introduced in invoices expanded to quotes, Jonathan. Understand wanting more control and professionalism of transactions you're sending from Xero.
We'll be sure to share if there are plans made to implement this feature for quotes too.
-
Malaysia eIvoicing - Default MyInvois Recipient Email for Malaysian e-Invoicing
We are a Xero user based in Malaysia and would like to submit a feature request regarding the Malaysian e-Invoicing process.
Currently, whenever we issue an Invoice, Debit Note, or Credit Note to a customer that has a valid Tax Identification Number (TIN) and Classification Code, we are required to manually add MyInvois@invoi.ci as a recipient email each time before sending the document. This manual step is repetitive and increases the risk of human error.
We would like to request that Xero automatically populate MyInvois@invoi.ci as a default recipient email (under the BCC column) for customers who have:
- A valid…
2 votesThanks for bringing this to the community. We understand the request to have MyInvois@invoi.ci automatically included when sending Malaysian e-invoices where the relevant TIN and classification details are in place.
This could make sending compliant invoices, credit notes and debit notes more straightforward, particularly for businesses sending these regularly.
I’ve moved this idea to Gaining Support so we can keep gathering feedback. If you’d find this useful, add your vote and share how you’d like it to work.
- Don't see your idea?