407 results found
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Collecting payments - Support direct payment gateway with Authorize.net
Authorize.net is a common merchant payment gateway. Please set up a link with them that imports payments as processed.
1 voteAppreciate you sharing in product ideas, Patrick. While it's currently possible to set up Authorize.net as a custom URL payment service, like you noted you will still need to manually apply payment to the invoice, or reconcile the payment in your bank account.
Being upfront we don't have any plans for developing a direct integration for Authorize.net right now, however we'll get a wider sense of interest from our community in this here.
If there are any updates for this, we'll let you know here.
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Invoices - Ability to show back orders on invoices
- Request to display a back order label on customer-facing invoice PDFs looking for a way to display backorder information on customer-facing invoice PDFs, so customers can see how many items are on backorder and how many have actually been supplied.
- Current inability to track back-ordered items visibly on invoices is preventing use of Xero invoicing
- Willingness to discuss the feature request with the product team
- Interest in using Xero platform for collections and other benefits despite this limitation
1 voteThanks for submitting your idea with us. This isn't something that we have direct plans around atm - backorders have been designed as an internal tool to help manage inventory and stock levels.
It'd be good to get a wider sense of the interest from community in this.
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Repeating invoice - History & Notes for changes made to templates
Need a history and notes section at the bottom of the "Repeating Invoices" tab to be able to show when and who/how a repeating invoice was deleted, eg user manually deleted, or "End date reached".
The issue is once a repeating invoice template has been deleted there is no visibility to show what end date was set, for instance if a customer is supposed to pay in 6 x instalments but somehow the end date is set too late resulting in too many invoices.2 votesThanks for your feedback here, Rachel. Appreciate hearing why and how this feature would be helpful for you.
For now we'll start to get a sense of the interest from the community in this here.
Repeating invoices is an area that our product teams are beginning to look at as we update experiences across Xero, so I'll be sure to let you know if there are any plans made for this, here.
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Invoices - Ability to customise title of Packing slips
When Invoicing, at the drop-down arrow after completing an invoice, a "Packing Slip" is available for delivery. In our country, most factories require or prefer a "Delivery Note" can we vote to please make this change, it would improve the quality of our delivery systems. Thanks.
3 votesAppreciate wanting more control over the title that appears on Packing slips so this could be adjusted for your business workflow and customer needs.
It's not something we have direct plans of at present, however we'll get a wider sense of the interest fro your idea, and let you know if there is any news here.
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Invoice templates - Enable Branding theme on Credit note
Can you please enable the New Branding theme on Credit notes.
2 votesAppreciate your raising this feedback with us here, Nicola. This is something we have longer term intentions of rolling out to other document types, however don't have a timeframe of just yet. For the time being we'll get a sense of the wider interest and can keep everyone updated through your idea. Thanks
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Branding theme template - display of currency
Invoice template - option to have EUR or € rather than EUR€. If this needs to be EUR€, it would look more professional to have a space e.g. EUR €.
1 voteThanks so much for sharing this idea. We understand you feel clear, well-spaced currency details can help invoices look more professional. Your idea is open for other customers to vote and comment on, so please feel welcome to add your thoughts or share it with others who may find it useful. We’ll post updates here when we have them. 🙂
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Contact - Ability to add Primary Person First and Last name when adding in Invoice.
Easier to add customer [First Name] when quick adding in invoices or even at the email stage.
When typing in a new customer on the invoice form, it doesn't have the option for [First Name], which once emailing the invoice in the templates requires typing it manually each time. Or have it in the quick edit dropdown.
4 votesThank you for bringing this idea to us Aeterna, we appreciate the time taken to share how being able to add the first and last name of the Primary person while adding a contact in an invoice would be helpful to your workflow. This idea is now open to votes and comments and you can share with your colleagues and others in the wider community. This will help us gauge interest. Any updates for this idea will be posted here.
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Export - Include a hyper link to the bills or invoices exported
Xero ID – Could you add a Xero ID column to the “Export invoices and bills out of Xero” report, including the relevant Xero ID for each invoice/bill?
This would allow us to easily create hyperlinks in the Excel payment run backup, so our managers won’t need to log into Xero and manually search for each invoice/bill.
Thank you
2 votesHi Kata 👋, thanks for sharing this idea. And thanks for letting us know how adding a Xero ID to invoice and bill exports could make payment-run backups easier to use, by helping managers open the original transaction from the spreadsheet. It’s now open for the community to vote and comment. If this would help with your workflow, please add your vote and share how you’d use it. Hearing from others will help us understand the wider interest in this suggestion. We’ll keep an eye on the feedback and update this thread if there’s more to share.
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Invoices - Reorder payment options
Hi team. Now the new surcharge regulations are enforced, is it possible for Xero to consider more flexibility with Invoice Templates and being able to reorder the payment options. In particular, I would prefer to have my direct deposit payment details above the 'pay online' card options. I have updated my invoice notes to say preferred payment is by direct deposit but it would be more useful for it to be the first option. Thanks so much, Kellie
1 voteHi Kellie, thanks for sharing your idea about reordering payment options on invoices. ✨
Your idea is open for votes, so other Xero users can show their support. The votes help us understand how much interest there is in this request. Please share the idea with anyone else who would find it useful and encourage them to vote.
We’ll keep you updated here if there’s more to share. Thanks again for helping us improve Xero.
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Stripe - Allow merchants to restrict card types and international cards for Stripe payments
Australian businesses using Stripe payments through Xero need greater control over which cards they accept.
Currently Xero allows us to enable or disable “Card” payments, including at individual invoice level, but does not allow merchants to restrict card payments by card network or country of issue.
We would like the ability to:
- Accept Australian-issued Visa and Mastercard
- Disable American Express
- Disable international-issued Visa and Mastercard
- Disable other higher-cost card networks where required
- Apply these controls as organisation defaults, while retaining invoice-level Card on/off controls
This has become particularly important following the removal of card surcharging…3 votesThanks for sharing your idea, Aaron 😊 We can see how having more control over the card types and issuing countries accepted through Stripe could help businesses manage their payment costs.
Your idea is open for votes and comments. If this would benefit your business too, please add your vote and share how you’d use these controls in the comments below. We’ll keep a pulse on the interest this idea receives and share if there are any updates.
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Bills - Allow Bills to have Branding themes option
When billing in Xero, is there any control that can be put in place to make sure that the branding theme currency matches the invoice currency?
3 votesThanks for sharing this idea with us! ✨ As you know currently bills don't have an option to select a branding theme. We have opened this idea for votes and comments so we can start to get a gauge of the support for this from your idea, here. Feel free to share it with colleagues who'd also like to see this so they can add their support too. We'll keep a pulse on the interest this idea receives and share if there are any updates.
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Invoice Templates - Add support for multiple logos
Be able to add in more than one logo into the new invoice template and to be able to add in additional information / make it more editable to make it more personal to the use. For example Gas Safe Logo and Oftec Logo for a plumber alongside license numbers and additional wording for advertisement.
6 votesThanks for raising this suggestion. Having multiple logos available on standard invoice templates could make it easier for businesses to display their branding and accreditation badges.
Currently, to include multiple logos, you can combine them into one image or use an Advanced DOCX Invoice Template to customise their placement.
Regarding the ability to add additional business information, this is already available through the Additional business details field in the invoice template, which can be used for business or licence details.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know what other customisation options you’d like to see.
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Invoices | Payment Follow-Ups - Ability to edit email templates
The new payment follow-up feature looks really useful, but the standard email template mentions an online payment link. I don't and will not use online payments, so this line needs to not be in the email. As the whole point of this feature is to smooth the relationship with late payers, the email coming from my organisation needs to be 100% accurate and not refer to services which I don't offer, so the presence of this line makes the whole feature useless to me.
1 voteAppreciate your feedback, Steve. It's good to hear how this feature would be useful to you, if you had more control of the email templates. I've shared this back with our product team and we'll let you know if there are any updates.
For now, we'll get a sense of wider interest for this, here.
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Multicurrency - Align exchange rate decimal precision between invoices and payments
Disclaimer: I am a user who manages the daily exchange rates in Xero.
I’d like to suggest three improvements to the exchange rate functionality:
Automatically apply exchange rates based on the selected date
When creating a Receivable or Payable Invoice, the exchange rate should be automatically populated based on the currency rules set under Accounting Settings → Currencies for the date selected by the user. This would eliminate manual input and ensure consistency.Allow higher or unlimited decimal precision
When setting daily exchange rates, please consider allowing unlimited decimal places, or at least a higher and consistent decimal limit across…
4 votesAppreciate you sharing this feedback. We understand the request to align exchange rate precision between invoices and payments to reduce rounding differences.
We’ve updated this idea to Gaining Support so we can continue tracking interest and comments from the community.
To clarify on your other suggestions, rates are populated using the transaction date and the organisation’s currency settings, with the option to override them using Set exchange rate. As such, you can set a custom exchange rate for a specific currency and date, and that rate will apply to new invoices and bills created for that date, helping keep them consistent
I’ve also found a similar idea covering your request for more than six decimal places in exchange rates and added your vote to the idea.
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Invoicing - Option to select and carry over file attachments when copying a Quote to an Invoice
Currently, when creating an invoice from a quote, there is no option to carry along the documents to the invoice that are attached to the quote. We upload the purchase order to the quote, but then we have to upload it again to the invoice. There should be a tick box function, like there is for marking the quote as invoiced, to select whether to carry the documents over to the invoice, and even an option to select only some documents to carry over.
4 votesAppreciate you bringing this to the community. The main request is to keep relevant Quote attachments available when the Quote is copied into an Invoice, without requiring them to be uploaded again.
Giving users control over which files are copied could make the quote-to-invoice workflow more flexible.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your invoicing workflow, add your vote and share your preferred setup.
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DOCX - Improve page-break and line item pagination
Hi Xero Team,
It would be helpful if Xero could improve the page-break handling for custom invoice templates.
Currently, when an invoice has multiple line items and the content extends to a second page, Xero may split a single line item across two pages. In some cases, only one word or a small portion of the line item appears on the next page, leaving a large amount of unused space on the previous page.
This makes the invoice look less professional and can make it more difficult for customers to read and understand the invoice.
It would be great if…
1 voteAppreciate you bringing this to the community. We understand the request for improved line-item pagination in custom DOCX templates, so descriptions and rows stay together where possible.
This could reduce the need to adjust templates manually to achieve a clean PDF layout.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would help your invoicing workflow.
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Email Templates - Add Invoice Date placeholder
Ability to add [Invoice Date] or [week ended] date to email subject in template. Client wants to be able to email a weekly invoice to his client without repetitive processing. This would allow the client to simply add the number of units each week and everything else be handled automatically.
2 votesThanks for bringing this suggestion to the community. We understand the request to include date-based placeholders in invoice email subjects so customers can quickly identify the relevant billing period.
We’ve updated this idea to Gaining Support so we can continue gathering feedback. Add your vote if this would improve your workflow.
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Invoice Payments | Stripe - Set credit card payment limit
A feature that allows us to set a maximum dollar threshold for online credit card gateways (like Stripe) would be extremely helpful.
For example, if an invoice total exceeds our chosen amount of $10,000, Xero can automatically disable or hide the "Pay Now" Stripe option on the online invoice, forcing the customer to only use EFT/Bank Transfer.
Currently, we have to create separate manual branding themes for high-value invoices to prevent massive credit card merchant fees. Following the RBA's decision to abolish passing surcharge fees to clients, our business would find it extremely helpful to cap credit payments. Thanks!
6 votesThanks for sharing this feedback. Being able to set a payment threshold for Stripe on Xero invoices could help prevent high-value invoices from being paid by card unintentionally, reducing the risk of unexpected processing fees.
In the meantime, you can create a dedicated branding theme without Stripe or other online payment services and select it for invoices that exceed your preferred limit.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this would improve your workflow, add your vote and share your use case.
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Invoice Reminders - Toggle invoice reminders off by default for new organizations
Don't have invoice reminders turned on automatically.
Would be good if the invoice reminders had to be turned on manually as many clients start invoicing from Xero and don't realise they need to turn this function off if they are not going to reconcile their transactions daily. Also having the first option as 1 day overdue causes a lot of stress for customers if they have paid but Xero hasn't been reconciled or the reminders turned off.1 voteThanks for raising this suggestion. Having invoice reminders disabled by default, or allowing businesses to choose their initial reminder timing during setup, could help avoid unexpected emails to customers.
For now, you can manage this under Invoice Settings > Invoice Reminders, where you can turn reminders off or adjust the overdue trigger days.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know what defaults would work best for your business.
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Reactivate Quotes that are Deleted by Accident
Hi,
Could there be an option to reactivate a quote if it was deleted, in error instead of having to copy the deleted quote to a new one?
This is based on our business using Quotes like Sales Order.
Thanks
Dave
4 votesThanks for raising this suggestion, Dave. An option to restore deleted quotes could help users recover accidental deletions without creating a replacement quote.
We’ve updated the status to Gaining Support. If this would improve your workflow, add your vote and share your feedback.
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