303 results found
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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.2 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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Invoices - Ability to highlight or bold text in lines
In the description section of the invoice is it feasible to highlight in bold
e.g Requires next service - motor mechanic industry3 votesAppreciate hearing how we could improve invoices for your use and to help items of your invoice stand out to customers, Lynda.
This isn't something we have direct plans of at present but we'll start to feel out the interest from others in community here and can let you know if there are any updates around this.
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Contact Credit Limit - Notify when Credit Limit is or close to being reached
Notify the client that a Customer has reached (or is reaching) their credit limit automatically via email - the prompt when invoicing is useful but when doing a virtual finance function for a client, an automatic notification to be produced when a customer is reaching the credit limit would be beneficial and would reduce the need for additional external communication
3 votesThanks so much for sharing your idea!! We can see how helpful it would be for Xero to automatically notify you when a customer is close to, or has reached, their credit limit.
Our Community team has reviewed your idea and we’ve now moved it to Gaining Support.
Other community members can now vote on your idea and add comments to share more detail about how this kind of notification could improve their experience with Xero 🤝
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Stripe- Bulk Payment for Foreign Currency Invoices
Currently, the bulk payment option through online statements works effectively for invoices in the base currency. However, when dealing with foreign currency invoices, customers are required to pay each invoice individually. This creates additional friction and inefficiency in the payment process, particularly for businesses managing multi-currency transactions.
We would like to propose the development of a bulk payment feature that supports foreign currency invoices as well. This enhancement would streamline the payment process for international customers, reduce administrative overhead, and improve overall customer experience.
Thank you for considering this request. We look forward to hearing your thoughts and any potential…
1 voteThanks so much for sharing this idea. We can see how helpful it would be to let customers pay foreign currency invoices in bulk from statements, rather than needing to open and pay each invoice individually. For businesses working across multiple currencies, this would make the payment experience much smoother and save time.
We’ve reviewed your idea and are moving it to Gaining Support so we can continue to track interest and hear more from others who’d benefit from this.
If this would help your workflow, please add your vote and share any extra detail about how you use it — that context is really valuable for the team 💙
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Invoicing - Sent or Pending notice for clarity
When sending invoices from Xero if there is a delay in the sending of invoices instead of leaving them in the queue as unsent it would be better for them to be moved to a "outbox" or "pending send" so that you can continue to send invoices, or be aware they aren't going to be sent straight away.
This happened to me yesterday and I spent a lot of time logging a service request only to find out that Xero was on the go slow and the invoices were just queued to send later, and I had tried to resend…1 voteThanks for sharing this idea 🙂 — we can see how clearer visibility of invoice send status could be a positive improvement for customers using invoicing.
Being able to see when an invoice is pending send, rather than simply appearing unsent, could give people more confidence in the send process and make it easier to understand what’s happening at a glance.
We’re moving this idea to Gaining support so we can better understand how valuable this would be for others in the community and gather interest from customers who’d also find this helpful.
If this would be useful for you, add your vote and feel free to share more about what kind of status or notification you’d most like to see.
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Invoices - Due date for sales invoices 45 days
Invoices - Please could we have an option for due date to calculate 45 after the invoice date and then end of the month? EG invoice date 1st May 26, due date is 1st May 26 plus 45 days = 14th June, EOM = 30th June (due date). This is a common way to calculate due date in Southern Europe. Thank you!
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoice - Support macron character for Māori words
Kia ora,
I live and operate in New Zealand, where Xero was first created. With living in New Zealand, we use a lot of Māori words in our everyday lives.
That said, I just created a quote for an upcoming photoshoot which is going to be held in a town in the Bay of Plenty called Ōmokoroa. But fortunately, the marcon that appears above the Ō turns into an L when the quote is exported. Can you please let the development team know about this issue please?
1 voteAppreciate you raising this, Caleb. Supporting macrons consistently throughout Xero could help ensure names and other information are recorded accurately.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep the team updated on the interest and use cases shared here as they consider future improvements.
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Quotes - Allow customers to accept or decline specific line items on quotes
Include a tick box or similar to allow a customer accept some line items and reject others within a single quote. This is helpful for offering a choice of materials with different price points so the customer can choose how much they want to pay.
Example -
Line 1 - option 1 cost to build a path with high end materials eg paving
Line 2 - option 2 cost to build a path with lower cost materials eg gravel
The customer would select either line 1 or line 2, not both.Our quotes often have several options so at the…
3 votesThanks for sharing this idea. We can understand how allowing customers to accept selected line items within a quote could make it easier to manage proposals that include optional services or products, without needing to create and send revised quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this capability would improve your quoting workflow, add your vote and share the types of quotes or scenarios where line-by-line acceptance would be most useful.
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Quotes - Ability to highlight or bold text in lines
Hi Xero Team!,
Small request....
Can you please add the option to highlight text or bold text in line items on the quotes page. We often have multiple people working on/adding to a quote, which is sometimes built over several weeks or even months. It would be great to be able flag another staff members attention to an item or a note left in the line item by highlighting or changing text to bold.2 votesAppreciate your suggestion, Claire. We can understand how being able to format text within quote line descriptions could make important information stand out and improve the overall presentation of your quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this formatting capability would improve your quoting workflow, add your vote and let us know how you'd like to use it.
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
2 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Bills - Automatically clear the Expected Payment Date field when copying an existing bill to create a new one
When copying an existing invoice, i.e. for a subscription renewal, it retains the expected payment date from last year's invoice (which was input when we received a remittance advice for that particular invoice from the customer). Retaining it in the newly copied invoice is really unhelpful because it is no longer applicable, the new invoice does not have an expected payment date from a year ago! I appreciate it is easy to remove but you have to remove it from each and every invoice from the awaiting payment tab, which is incredibly frustrating and unnecessarily time consuming when you have…
2 votesThanks for taking the time to share this with the community. We understand the request for copied bills to leave the Expected Payment Date blank by default. This could help streamline data entry and reduce the chance of outdated dates being carried over.
For recurring purchases, Repeating Bills may be a useful workaround, as each new bill is created from the template rather than copied from a previous bill.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this change would improve your workflow, add your vote and share your use case.
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Inventory - Add Sales and Purchase columns to main inventory list
On the Products and services form/screen, have the ability to show and filter the Purchase and Sell tick boxs.
Then I can see products are only available on Sales or Purchase Orders or both!2 votesHi Roy, thanks for sharing this idea. We can see how having more flexibility in the Products and Services list view, including the ability to customise or add columns, could make it easier to review item details at a glance.
At the moment, additional item information can be accessed by opening individual records or exporting the list to CSV for review in a spreadsheet.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific fields or columns you'd find most useful, we'd love to hear more about them.
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Contact - Ability for contacts' note to display when new transactions created
In the contact card - it would be good to have a "pop up" box that you can put notes in that appear in every field when you try to invoice a client or have a payment to make for a bill etc, that links to their contact card, as an alert for what you want the box to read. Super helpful for certain contacts only -but having this ability would be great
5 votesHi Shirley, thanks for bringing this idea to the community. We can see how having contact notes surface automatically when creating a new invoice or bill could help reduce missed details during data entry.
At the moment, contact notes are stored within the contact record and can be viewed from the contact profile rather than appearing as a pop-up during transaction creation.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular types of alerts or workflows where this would be most helpful, we'd love to hear more about them.
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Attachments - Allow xlsm (Excel Macro-enabled Workbook)
I have to attach and include my back up when sending invoices.
Some of the back up is in .xlsm format (Excel Macro-enabled Workbook).Currently Xero won't allow attaching these: "File type isn't supported. Update it, then try again."
So I have to open and resave each document before I can attach, which is an unnecessary extra step in the process. It would be much more efficient to be able to attach the original document.
3 votesThanks so much for taking the time to share this idea 🌟
While we don’t currently support this file type, we can see why you’d like the ability to attach it in its original format.
We’re moving your idea to Gaining Support so we can gauge community interest and better understand how many customers would find this helpful in their invoicing workflow.
If others would benefit from this too, we’d encourage them to add their vote and share a little more about how they use these files, as that context can be really helpful for our team.
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Organisation Settings - Option to add Legal Terms of Trade
Xero urgently needs native Terms of Trade support.
Right now, the only option is attaching multi-page T&Cs to invoices — this is clunky, unprofessional, and not how modern businesses operate. REF:Advanced Invoice Template (DOCX)We need:
A short-form legal clause on invoices and quotes
A clickable link to full Terms of Trade
A single, centralised setup in organisation settingsInvoices should be clean and readable, not overloaded with pages of legal text just to remain enforceable.
This is a basic business requirement, not a workaround:Improves professionalism
Reduces friction with customers
Supports legal enforceability
Aligns quotes, invoices, and onboardingXero…
6 votesHi, 💥Thanks for sharing this idea and for explaining the need so clearly. We’ve moved this idea to Gaining Support while we continue to learn more about how customers would like this to work in Xero.
We understand the request is for a simpler, more professional way to include legal Terms of Trade on invoices and quotes, such as a short legal clause, a link to full terms, and a central place to manage this in organisation settings, without needing to attach extra pages to each document.
If this would be valuable for your business, please keep voting and add a comment with more detail about your use case.
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Invoicing - Awaiting Payment list - Display average number of days they pay in
Invoicing - Awaiting Payment list - Display average number of days they pay in
When looking at the Invoices Awaiting Payment list, it would be very helpful to see the average number of days that customer pays in – so I know if it’s time to start chasing them.
Purpose: There’s no point in chasing an overdue invoice if I can see that it’ll likely be paid tomorrow. As it is, it takes 3 clicks to find that stat.
2 votesThanks for sharing this idea 😊. We can see why having the average number of days a customer usually takes to pay visible directly in the Awaiting Payment list would be helpful.
At the moment, this information is available on an individual contact record rather than in the invoice list view. We’re moving this idea to Gaining Support so we can better understand how many customers would like to see this surfaced more directly in the invoicing workflow.
We’ll continue to keep an eye on the feedback and update you here if there’s any news to share.
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Bills - Ability to add Posting Period to manage late bills
Serious limitation in Xero is TB period control. Currently the TB is created using transaction date, so late bills effect prior period instead of falling into the current account period. This is a key feature of any accounting system and a major limitation of Xero for SMEs.
To make this work it feels like a very simple change is required:
- ability to select period when entering a bill, sales invoice or journal (drop down field)
- ability to produce TB by either date (current set up) or period (field referenced above)
This seems like such a simple alteration and would open…
2 votesHi Ben, thanks for sharing this idea. We can see how having separate document and posting dates could provide more flexibility when recording late supplier bills, while helping preserve reporting for closed periods.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you use this workflow, it'd be helpful to know whether you're mainly looking to improve month-end reporting, audit requirements, or both.
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Invoices - Improve visibility of long tracking category option's name
Tracking category name is long, but at the transaction it is not clearly visible same as CoA is visible completely
3 votesHi Anchal, thanks for sharing this idea. We can see how displaying the full tracking category names in invoices could improve visibility and comprehension.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular screens where this is most challenging, let us know so we can capture those details too.
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E-invoicing - Ability to send e-invoice from US organizations to other countries
US businesses who sell to the EU and other countries where E-invoicing is quickly becoming or is already mandatory would love an integrated solution within Xero.
1 voteHi Kellie, thanks for sharing this suggestion. We understand how native e-invoicing support for the US region could help streamline invoicing and support businesses as electronic invoicing becomes more widely adopted worldwide.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If US e-invoicing is important for your business, we'd be interested to hear which networks or customers you need to connect with most.
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Multicurrency - Use buy/sell exchange rates instead of mid-rate
Use buy/sell exchange rates instead of mid-rate when generating invoice items from bill items that have been assigned to a customer.
Currently when entering a bill in foreign currency you have ability to assign the expense to a customer.
When generating a corresponding invoice the mid-rate from XE.com is used to convert the bill item FX amount into home currency. The mid-rate is always inherently wrong, as nobody has the ability to buy or sell currency at that rate.
This means that we have to manually find the correct buy exchange rate, do a calculation and then change the amount…
3 votesHi Ashlin, thanks for sharing this idea. We can see how having the option to use buy and sell exchange rates, rather than a mid-market rate, could provide more accurate foreign currency reporting for businesses that transact internationally.
Currently, Xero uses a mid-market exchange rate by default, although you can manually override the exchange rate on individual foreign currency invoices and bills when needed.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular multi-currency workflows or transactions where this has the biggest impact, let us know as those examples help us better understand the feature.
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