43 results found
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gmail integration
QuickBooks already has this, support for Gmail integration for sending invoices through your own Gmail account, not from generic Xero email address.
Would be more personal, professional and functional, as well as supporting record of sent emails (invoices etc) in Gmail sent items. Some services also do not accept emails of invoices unless from a recognised email address, so xero address is rejected.
2 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.
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sales invoice bulk import due date
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
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.
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Overdue Invoices tab
Invoices overview page should include an Overdue button (to filter for just overdue invoices).
It's great that on the home page you can easily click through to just show the overdue invoices, but you can't do this from the actual Invoices page.
Suggest adding a new "Overdue" tab at the top between "Awaiting Payment" and "Paid"
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.
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Keep contact name/ email of copied invoice rather than from last invoice to that client
I have clients with several different contacts and I would like to keep the specific contact from the invoice that I am copying. Instead it copies the contact from the last invoice to that client.
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.
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Increase Transaction Limits (Invoice, Bills, Bank Line Items)
The lowdown on transaction limits:
1,000 sales invoices (based on 10 line items per invoice)
1,000 purchase bills (based on 10 line items per bill)
2,000 account transactions
2,000 bank statement lines
1,000 lines per statementFeature Request:
Increase system transaction limits (invoices, bills, bank line items, etc.) for higher-volume usersDescription:
As businesses scale and transaction volumes grow, Xero’s current handling limits (per document line items or per period) can become a constraint — especially for industries with complex billing (multiple lines, consolidations) and those migrating from systems with higher allowances (e.g., Zoho Books Enterprise plans). Increasing these limits…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.
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Custom templates - Add native integration between Xero and Zoho Invoice (FREE)
Add native integration between Xero and Zoho Invoice (FREE): Custom templates
"Many small and medium businesses use a combination of Xero for core accounting and Zoho Invoice (FREE) for invoicing, custom templates, client portal features, and payment links. A native Xero–Zoho Invoice integration would streamline workflows and eliminate duplication of effort."
Current Challenge:
- Users must manually re-adjust invoices in Word if to customise Xero invoices offline.
- Requires much time and effort to export, build, import and test - until working.
- Word customisation is limited, and an integration to Zoho Invoice would be much easier.
Proposed Solution:
"Add a native connector…
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.
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schedule invoice dates for emailing.
Would love to create an invoice at the time of a booking and schedule the day i would like it to be emailed.
2 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.
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Invoice increase
On the basic plan you get 20 invoices per month. The next plan up gives you unlimited invoices per month but the gap you pay is far too much especially if your a small business that might require an extra 10 invoices on top of the 20 allocation on the basic plan. Make an option so you can buy an invoice pack of either 10,15 or 20.
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.
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Files attached on Repeating Invoices are lost when the Repeating Invoice transfers to a Draft Invoice
Have files attached to Repeating Invoices transfer across to Draft Invoices
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.
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SMS invoices and quotes via SMS
Not a revolutionary idea.. Send invoices and quotes via SMS without using Xero payment services. Other platforms are doing this already. Catch-up Xero
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.
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adding lines up within the invoice without having to drag them up.
adding lines up within the invoice without having to drag them up.
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.
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Option to hide GST from quotes
Provide a setting to hide GST from the quote total (display only), allowing businesses to present ex-GST pricing (while clearly noting prices are ex GST in the notes below for transparency). GST is still automatically included when the quote is invoiced.
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.
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Add a subtotal line to an invoice
I just want to add a simple Subtotal line which will automatically add up everything above it before I add a discount line below.
Seems really obvious yet doesn't exist...my life slowly slips away everytime I have to do this manually!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.
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Filter Purchases, Awaiting Payment by contact groups
We have assigned our supplier contacts into "how they are paid" groups which allows Aged Payables reporting by payment type, it would be so useful to be able to filter by group in the purchases - awaiting payment screen, and also be able to add the column "group" into the screen. This would make filtering by EFT suppliers, and exclude suppliers invoices that are paid by Direct Debit or Credit Cards etc.
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.
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Invoice PDF Naming Convention
Invoice File Naming convention - please consider putting an identifier in the naming format for PDF invoice files so I can see who they are from. Every Xero invoice from every one of our multiple suppliers simply has the invoice number - but no indication of who issued it. So, I have to open each one and the rename it. I'm sure the existing format works for Xero to Xero - but it is frustrating when we have other processes in between - or need to review it later.
12 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.
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Revert from Awaiting Approval back to Drafts
More than once I've accidentally clicked on submit for approval when I only wanted to save and leave the Invoice or bill in Drafts. It would be so handy if there was a 'revert back to drafts' option.
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.
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Package prices - subtotal costs vs itemised pricing
I wanted to share some feedback regarding the invoice templates. Currently, invoices always display individual item prices, which makes it difficult for businesses like ours that offer package or bundled services. It would be very helpful to have an option to show only the overall package price or total cost, without displaying each item individually.
This feature would improve clarity for our clients and streamline the invoicing process for businesses that work with bundled pricing.
Thank you for considering this suggestion!
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.
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Invoicing Template ability to remove web links
We’re happy with the new edit template invoicing experience, but would like full control over what appears on PDF invoices, specifically the ability to remove the “View Online” button.
Many invoices are printed or saved for offline use, where web links don’t make sense and can look unprofessional. For some businesses and customers, digital links on formal invoice documents are unnecessary or confusing.
Suggested solution:
Add a simple setting or template option to enable/disable the “View Online” button on PDF invoices, so businesses can choose what works best for them.Since it is our business, we need to have more…
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.
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option to change who remindes are sent to
INVOICE REMINDER EMAIL ADDRESS SAVED PER INVOICE - Enable invoice reminder emails to be captured and stored on a per-invoice basis, rather than reverting to the main contact.
For organisations with global customers, invoice recipients often vary by region, project, or business unit. In our organisation, a single customer can have multiple valid invoice contacts depending on the specific project.
Currently, reminder emails default back to the primary contact, forcing users to manually re-enter or amend the email address each time. This is inefficient, error-prone, and very labour-intensive at scale.
Allowing the reminder email address to be saved per invoice…
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.
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sub categories
Ability to have sub category line items so can for instance quote for a kitchen and it does a subtotal for that then quote a bathroom and it has a seperate sub total incl or excl GST then a final full total
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.
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