1032 results found
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Invoice + Payroll Integration: Sync Employee Hours directly from Invoice Line Items
I’d like to suggest a couple of updates that would save us significant administrative time and eliminate double-handling. Adding an employee column (allow us to name them separately from their legal name as to protect their privacy) to invoice line items so logged hours sync directly into payroll would be a game changer, allowing units to flow straight into pay runs with the correct pay items applied based on the specific day and time worked. On top of that, adding date and time columns to line items along with more flexible recurring invoice logic - such as having last fortnight’s…
1 voteThanks for sharing this. While you can currently sync project time to payroll timesheets, pulling hours directly from sales invoices into payroll isn't possible.
Although this isn't on our immediate roadmap, we'd love to hear how valuable this would be to the community. Please consider sharing this post with colleagues so they can add their vote!
In addition to voting, feel free to leave a comment detailing how this integration would improve your day-to-day workflow in Xero.
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Global discount in Quotes/Invoices.
It would be useful to have a button to apply a discount to all lines in a quote/invoice at once, instead of having to edit them one at a time. Alternately, a global discount line at the end which applies a discount to the whole quote/invoice.
3 votesHi Anthony, it's currently possible to set a discount % for Sales transactions within a contacts record. This default will be applied to both invoices and quotes you raise for that Contact - Does this suit your needs here?
I notice you also mention being able to set a discount for the total of the invoice - we have a separate idea that you may like to vote for across here.
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Quotes - Preserve spaces and special characters in default PDF export filenames
Default "Print PDF" filename for Quote PDF documents should not have spaces and dashes removed from the Quote number text before forming the document file name.
Example: If I enter "Q-5678-9 123 Fail St" into the Quote number field, Xero "grooms" the PDF file name text to be "Quote Q56789123FailSt.pdf"
This creates unnecessary additional work to un-groom the file name every time a quote is printed to PDF.
By comparison, this unnecessary false grooming does not take place when using the Print PDF function for a Xero Invoice.
2 votesThanks for highlighting this improvement, Jonathan.
Keeping spaces and hyphens in quote PDF filenames could make downloaded files easier to identify and manage, particularly when saving or sharing multiple quotes.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know what you'd like the default filename to include.
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Invoicing - Allowing GST inclusive and exclusive per line
Allowing GST inclusive and GST exclusive options for all line items on an invoice.
This is an option when raising a payment in the system, where you can nominate whether a line item is either GST inclusive or exclusive.
On a invoice, it a blanket option, sometimes when you are on-charging an item and also charging a internal item and they might have different GST inclusion or exclusions
3 votes✨ Thanks for sharing this idea. We’re moving it to Gaining Support so we can build visibility and gather more feedback from the community.
The request is to choose whether each invoice line is GST inclusive or GST exclusive, rather than applying one tax treatment across the entire transaction. This would be especially useful when an invoice contains a mix of charges, such as billable expenses and services, where some lines may need to be entered inclusive of GST and others exclusive.
Having this flexibility could help reduce manual price adjustments, improve accuracy, and make it easier to pass on the correct amounts to customers. If this would help your workflow, please vote for the idea and share examples of how the current limitation affects your business.
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Invoicing - Deposit option for all users
BRING THE DEPOSIT BUTTON BACK!!!!!!!
Xero rolled out this feature to ALL user roles and then one day it just disappeared! Speaking with support they said Xero has decided to ONLY make it available to Standard and Advisor user roles.
This is terrible especially if you have staff in your team who you need to issue deposit invoices but you don't want them to also have access to bank accounts and sensitive information.
Xero needs to allow ALL users with invoice access to request deposits. It is such a painful procedure now that you have removed this function.
10 votesHey Brian thanks for putting this Idea forward we appreciate the context and detail around how this impacts your daily business operations.
We are moving this to Gaining Support and the team will be keeping a close eye on this idea to gauge community opinion, so feel free to share with colleagues and get them to vote and comment and any updates will be posted here.
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Online Invoice - Allow custom Invoice titles like "Donation Request"
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would…
10 votesThanks for sharing this idea and explaining how the current wording can make an optional donation feel like a commercial invoice for your supporters.
We’ve updated our branding and invoice templates so you can customise the title shown on transaction documents. However, this customisation doesn’t currently extend to every customer-facing touchpoint, such as the online payment portal or the labels on automated email buttons.
We understand that you’re requesting a broader level of customisation, including the ability to replace terms such as “Invoice” with wording like “Donation Request” across these experiences. As this isn’t currently supported, we’re moving your idea to Gaining Support so other customers can vote for it and help us understand the demand for this enhancement.
Thanks again for taking the time to share your feedback.
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Contacts | Invoicing - Display GoCardless direct debit mandate link on the contact details page
In the Xero Contact details page, it would be really useful if the GoCardless invite link was shown, at the moment we have to log into GoCardless separately and find the link to invite new customers. it would save time logging into separate sites.
3 votesHi Paul, thanks for sharing this idea. We can understand how having the GoCardless mandate link available directly from the contact record could make setting up and following up on direct debit arrangements easier.
I've updated the status to Gaining Support so we can continue tracking community interest.
It would also be helpful to hear how you'd like this to work. Sharing your preferred workflow will help give the team a clearer picture of what would be most useful.
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Invoicing - Ability to link multiple contacts to a single invoice
It would be great to be able to select certain contacts for certain invoices.
We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.
Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no…
4 votesHi Zoe, thanks for bringing this idea to the community. Linking multiple contacts to an invoice could help make sure the right people receive the invoices and reminders.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the contact selection to work? Your input could help shape the approach that would be most useful.
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Bills - Always display the 'Paid From' bank account on the View Bill screen
I want to recommend that the View Bill screen always includes Where Paid From regardless of how one gets to the screen. The "Where Paid From" information is lost if one gets to View Bill froma report. I also want to recommend a report of where Payments Originate From is cited. AT present, if one hits the wrong Pay From account, the existing reports make it hard to find the error.
1 voteHi Bruce, thanks for starting this thread and sharing your feedback. We understand the request to have the “Paid From” bank account shown directly on the View Bill screen, regardless of how you access the bill. Having this information visible at a glance could make it easier to review payments and confirm which account was used.
I’ve updated the status of this post to Gaining Support so we can continue tracking interest from the community.
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Invoicing - Ability to add multiple contacts or party details to sales invoices
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the jobAt the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add…
1 voteThanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
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Invoicing - Add 'Send Email' action button alongside 'Send SMS' on invoice view screen
For a lot of businesses, sending invoice copies or reminders by email is the main way of communicating, not printing PDF or sending an SMS (not relevant sending to a business client).
Currently it's a 2 click process to get to the email screen which is time consuming when sending numerous invoices so if a Send SMS button can be added, why not an email button.
Print PDF could be moved to the 3dot options list.1 voteThanks for highlighting this improvement, Karen. We understand the request to make Send Email a more prominent option on the invoice screen. This could make it easier to send invoices without additional clicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this could fit into your invoicing workflow.
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Quotes - Display estimated Stripe processing fees or surcharges on customer quotes
Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.
3 votesAppreciate your time to suggest this, Greg.
Being able to show estimated Stripe processing fees on a quote could give customers greater visibility of the potential payment cost before deciding on their payment method.
We’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share your feedback if this could help your workflow.
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Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
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1 voteAppreciate you raising this, Catrina. We understand the request for PDF/A-compliant invoices to meet the ISO 19005 requirements.
I’ve moved this to Gaining Support so we can continue gathering feedback. Could you confirm whether this is specifically for invoices being sent to your larger corporate customers? If there’s another area of Xero where you need PDF/A support, please share a bit more detail about where this applies.
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Invoicing - Add printable customer letter templates for overdue invoices
In Sage 50 Accounts Professional, we use the built-in PI Chase Letter functionality as an important part of our credit control process.
When an invoice reaches 30 days overdue, we print and post a PI Chase Letter 1. If we receive no response, we then print and post a PI Chase Letter 2. These letters are generated automatically using predefined templates, which we print on our company letterhead and send by post.
A key feature is that the letter includes an itemised summary of the customer's outstanding balance, showing:
Invoice number
Invoice date
Details/description
Amount outstanding
Total balance dueThis…
1 voteHi Molly, though we don't have intentions of developing the exact same functionality as competitors, we are working on a feature to help you get paid without having to chase.
You can register your interest for this now. You'll be able to turn this on for your preferred contacts. JAX will monitor open invoices and create a personalised plan for each customer.
Customers will receive a consolidated statement and a well timed nudge. 🙂
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Invoices - Option to set date for all transaction entry
I would like to be able to change the overall system date from the current date to a date of my choosing, providing it is after the lock date. I was a long term Sage user and there I had the option to select a 'system date' so that if I had many transactions to post on a certain date I would not have to change that manually each time. For example today's date is July 15th, but I have credit notes to post all dated June 30th, so why can't I change the system date to June 30th? We…
1 voteThanks for highlighting this improvement.
Having the option to set a session date for transactions entry could make the process quicker by applying the same date to multiple entries. At the moment, you can consider importing the credit notes in bulk instead.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Invoices with deposit - mark as sent to allow reminders to go out
The long awaited for deposit/part payment option on invoices is finally here however when you send these invoices, the system will not record them as "sent" which means reminders do not go out. Once the deposit is paid, if you resend the invoice, it still does not show as sent and no reminders go out. You have to remember to go back in to every invoice and manually tick the sent box at the top. Please can we have a system which allows reminders to be sent on invoices that were sent asking for a deposit.
2 votesThanks for highlighting this improvement, Kirsty. Having invoices with deposits automatically marked as Sent to trigger payment reminders could reduce the need for manual work.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Invoicing | Receipts - Option to hide contact name on standard payment receipt templates
Sending invoices from WFM and receipting the payments in Xero - the standard receipt template in Xero needs an option to show just the billing address name without the contact name appearing as well. At the moment the standard receipt template in Xero can’t be changed, it would be good to be able to have an option to hide the contact name while keeping the billing address name visible, especially when the billing name is different from the contact name. The only way to change what appears on receipts is by using a custom DOCX template but this won’t work…
3 votesThanks for raising this idea, Trina. Being able to hide the individual contact name on standard receipts could help in situation when it differs from the business being billed.
I’ve moved this post to Gaining Support so we can continue tracking interest. What other information on a receipt would you like to customise on standard template?
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Invoicing - Option to format contact names as 'Surname, First Name' on sales invoices
Can we have the ability to automatically have each sales invoice shown as surname first, followed by their first name. Instead of the manual task of having to go into their contact details and changing this manually. In our business (as I am sure many other businesses also do) we reference our customers by surname for their jobs.
4 votesWe appreciate you raising this idea, Julie. Having the ability to choose how customer names are displayed on invoice list could make it easier to meet different business, cultural, or regional naming preferences.
We've updated the status of this idea to Gaining Support while we continue monitoring community interest.
Currently, the name shown on an invoice reflects the contact name saved in Xero. If required, you can edit the contact name so it displays in your preferred order.
Your votes and feedback help us understand how valuable configurable name formatting could be.
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Invoicing - Add Title field for invoices that's visible on invoice list
It would be helpful to have a the title line show on the Invoice list as it does on the quotes screen. This is helpful for when you are trying to find an old invoice without having to click through each individual one.
Same would also be helpful on the bills page as it would make it much faster to find the correct bill especially when you have numerous ones from the same supplier like my company does.1 voteThanks for raising this suggestion. We understand the request to display a custom invoice title directly on the invoice list. Having more context available at a glance could make it easier to find the right invoice.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd use the title field.
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Tap to Pay iOS - Allow to chose the amount paid
Allow customer to choose payment amount especially in iPhone app tap
And pay feature. My clients pay a deposit but sometimes pay in instalments. There’s no option to choose a specific amount … it’s all or nothing.4 votesThanks for sharing this idea — I can see why this would make a difference for businesses taking deposits or stage payments 🙂
I’m going to move this idea to Gaining Support so we can get a better sense of how many people want this too. If it would help your workflow, please add your vote and share a comment about how you’d use it — that kind of detail really helps the product team understand the need.
We’ll keep an eye on the feedback here and share any updates when we have them.
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