1028 results found
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Invoice - Email to create an invoice in Xero
Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?
Bill email notes
https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation39 votesHi team 👋
I'm Johnathan, one of the Product Managers in Invoicing.
With an aim to reduce the manual burden of entering invoices and automating more workflows for our users, we're diving deeper into how we might solve needs in the idea here.
I'd love to connect with some of our customers directly, to better understand your use and workflows with invoicing in Xero!
If you'd be interested in giving up a little of your time please book in via this Calendly link - I look forward to meeting with you soon
We'll work with the community team to round back and keep you updated of where this research takes us 😁
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e-Invoicing : Support France legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
38 votesHi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.
At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.
The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.
We’ll post updates here as soon as there’s more to share.
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eInvoicing - Bulk approve & send
I hope xero has the functionality of e-invoicing to approve and send the multiple e-invoices in bulk.
As this new invoicing does not allow it and make the task slower than the conventional xero way.
I hope you'll add this suggestion on your product improvement and see xero functioning the next time around.38 votesHi everyone, we appreciate the interest in being able to bulk approve and send einvoices from Xero.
This is something our product team will consider in future planning however isn't on the roadmap right now, please do make sure you've added your vote and share any additional detail that may help in the teams review.
We'll continue to track interest here and share if any plans are made.
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Customer Statements - Use Contact default to apply template
We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…
38 votesHi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.
Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.
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Invoices - Contact Name Not Updating on Generated PDF
When updating a customer’s contact details—specifically the name the invoice should be addressed to—the changes do not automatically flow through to the generated PDF invoice.
Currently, the only way to reflect the updated details on the invoice is to cancel the existing invoice and reissue a new one. This creates unnecessary extra steps and increases the risk of errors or duplication.
It would be extremely helpful if any updates to customer contact details automatically applied to all associated draft and existing invoices (where appropriate), including the generated PDF version.
This improvement would streamline workflow, save time, and ensure consistency across…
37 votesThanks for bringing this Idea to us Johanna, we appreciate you taking the time to let us know what they want to see in Xero. We have reviewed this and have made it available for others to vote and comment on! Although we are continually updating and improving the overall experience, its great to get input from our customers on how we can make it even better 🙂
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Invoicing - Calendar run from Monday - Sunday (UK)
ISO 8601, the international standard for date and time formatting (adopted in the UK), defines Monday as the first day of the week. In invoicing Sunday seems to have been adopted recently and I can see from another thread this was deliberate, but this is NOT UK standard and our calendars adopt a Monday start so will confuse all UK users. Maybe adopt a setting where the user can define the setting instead of trying to suit the whole world...
37 votesThanks for your feedback, Sally. We appreciate there may be different preference for this.
You're right this was a brief change that was made in invoicing however in consistency with how calendars appear in other areas of Xero this has been changed back and we also received feedback for calendars to run Sunday - Saturday.
While we will track the interest from others in this here we want to be upfront that we don't have any further plans for changing start dates of this calendar.
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Invoices - Enable deduction of withholding tax
A type of tax code should be possible in which the tax is subtracted from, rather than added to, the invoiced amount for that line item.
Rationale: Many countries require that a foreign supplier's invoice be subject to withheld tax if the supplier doesn't have a satisfactory tax treaty entitlement.
Example:
We use a reverse-invoice process for our Australian supplier to record payments due to them based on our activity. This activity often attracts a royalty fee that we must pay.
The UK requires us to withhold 5% of this royalty fee, and pay this over HMRC quarterly.
To create…
37 votes -
Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
37 votes -
New invoicing - Option to leave date field blank like classic invoicing
In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.
36 votes -
Invoice - Apportion payment to specific line items
Apportion payment to specific line items on invoices. This would allow you to choose where to apply the payment, making it possible to have invoices with multiple payments to have the sales taxed/no sale tax payment correctly and just not proportionally.
36 votes -
Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice
Ability to replicate standard invoice branding theme appearance to look like online invoice.
Purpose: To make the standard invoice appearance better and more presentable.
36 votesHi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
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Advanced Repeating Invoices / Scheduled Invoice Variations
I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.
Current Problem
Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:
- Annual renewals
- Membership fees
- Licence renewals
- Maintenance charges
- Contract uplifts
- Seasonal charges
- One-off setup/project fees
Currently in Xero this usually requires:
- multiple repeating invoices,
- separate one-off invoices,
- or manually editing invoices each month.
This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly…
35 votes⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
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Quotes - Send quotes via SMS
Send quotes and invoices via sms
35 votesHey team thanks for voting and supporting this idea! We’re continuing to gather feedback on this, and requests like this help build a clearer picture of customer demand and support for potential future improvements.While we can’t confirm if or when this functionality may be introduced, the interest has been noted 🙂
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Invoices - Bulk upload payments on invoices
we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.
35 votes -
Invoice templates - Ability to reduce line spacing and padding
Making the line spacing more compact would mean more detail can be shown on a single page and reduce invoices spanning multiple pages
34 votesHi team, we've created this idea from recent feedback we heard about the new invoice editor.
Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.
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Invoice Reminder - Templates to apply to specific customers
Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can…
34 votesHi community, thanks for supporting this idea and sharing how setting templates for customer invoice reminders would be useful for your business.
Right now, we're developing a new agent with JAX that will help with getting paid and building personalised plans for selected contacts to chase payments through the best medium at the right time.
To begin, messages will be personalised by JAX however giving users control over the messaging is something our teams will continue to consider as this feature develops.
I'll share if there are any updates on this here.
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Invoicing | Tracking - don't override with contact default when copying invoice
Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.
New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.
Classic invoicing did not have this…
34 votes -
Invoices - Ability to set "Contact merchant" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
34 votes -
Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
34 votesHi team, thank you for sharing how this feature could improve your use of Quotes in Xero.
While it takes a little work in setup, you could currently use an advanced branding theme and make changes to the docx template to remove fields you don't want shown to the customer.
Being open this isn't something we have direct plans for developing right now, however we'll continue to track the appetite her and share if there are any updates.
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Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
34 votesHi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
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