1015 results found
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Repeating invoices - Create packing slip from template
There is currently no option to print a packing slip from repeating invoices options.
We need to be able to print a packing slip at the start of a hire before any invoice has been raised.10 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
10 votes -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.10 votes -
Bills and Invoices - Shortcuts to move up or down page
The only way of moving (using the keyboard) within an invoice or a bill table at the current moment is by using the enter or tab key. These two keys allow you to move horizontally.
Many times I found myself wanting to move vertically instead! Could we have one key that will do just that?
A similar feature is already present in 'cash coding' and makes the experience of reconciling way smoother. What about invoicing and bills?
10 votes -
Quote - Send an order confirmation to customer
Order book:
Ability to confirm to a customer that their quote has been accepted & processed as an order. It is either in the process of being made, or waiting in a queue of work to be done.
As the business manager I can look at my order book on a daily basis to see which orders are outstanding and in what priority they should be completed.
Deposits can be assigned to an order, the customer can receive a confirmation that their deposit has been received. This only needs to become an Invoice once the work is ready to be…
10 votes -
Quotes - Only display the Item Code and Name when searching
In the old quote version, when adding an item it would search just by the item code which was great.
Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.
Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?
Thanks
Sue10 votes -
Invoice - Encrypt pdf tax invoices (South Africa)
Encryption of PDF documents from within Xero.
Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)
10 votes -
Bring Back the Direct “Print PDF” Option on Invoices
Please bring back the Print PDF option directly from the invoice page.
Until last week, I was able to print an invoice PDF directly from Xero without downloading it first. After the recent system update, this option appears to have been removed, and now I can only download the PDF before printing.
This adds an unnecessary extra step and makes the process less convenient, especially when printing invoices regularly. The direct print option was very useful and saved time.
Please consider bringing back the ability to print the invoice PDF directly from the invoice screen.
9 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Quotes - Save default Title and Summary for quotes
Would be great to be able to save a default, or even multiple templates, for the Quote TITLE and SUMMARY. We are currently retyping or copy+pasting common quote titles and descriptions for every single quote. Most of our quotes have the same title and a similar description, that could be built into a template or default text if you'd add that feature.
9 votesHey Dean thanks for bringing this Idea to us, we always appreciate our customers thoughts on how we can improve Xero! This Idea has been moved to Gaining Support so others can vote and comment on this. We also wanted to let you know that there is a work around for tis idea, you can create a draft quote with all the relevant details and use that as a base to 'copy to' to reduce the time spent filling out the same details. Don't forget to let you friends and colleagues know they can vote on this idea now 🙂.
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Xero Accounting App - Attach multiple photos to an invoice
Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming
9 votesThanks for your feedback on bulk photo attachment for invoices created via the mobile app.
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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Invoicing | Inventory - Auto update sales price
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
9 votesThanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
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Search bar - Instant Search Focus for Faster Pasting / Typing
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.
How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the paste…
9 votesHi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
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Invoice Overview - Able to chose default tab it opens up on (Awaiting Payment)
Invoices - Awaiting payment
When clicking on invoices, it would be helpful to be able to select a default invoices tab I would like to land on. This feature is available for Bills and the user is able to select the 'Awaiting payment' tab as a default.
In the interest of having easy access and a quick view on which customers have not paid, it would be beneficial to introduce this feature.9 votesHey everyone 👋,
Thanks for your feedback and for sharing your thoughts on this idea ✨. We'd like to clear up some confusion. If you navigate through the main menu, the Invoices or Bills pages always default to the All tab, but clicking Invoices owed to you or Bills you need to pay from the dashboard takes you directly to the Awaiting Payment tab. As noted by others in this thread, one option for now is to bookmark the Awaiting Payment tab directly from your browser. Our product teams are continuously reviewing all the feedback on the Xero Product Ideas portal. While we can't make any promises about if or when this idea will be developed, your votes and comments are essential for helping us understand what's most important to you. We'll be sure to post another update if there are any changes to the status of this idea. In…
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Stripe - Exclude Surcharge from Stripe Fee Calculation
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
9 votesHi community, we appreciate your feedback however upon reviewing this idea we're going to shift this to Not in pipeline as this is not something we can control from the Xero end.
This is the way Stripe apply a surcharge on a payment.
If this changes in the future and something we can revisit we will provide an update here. Thanks
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Invoice payments - Only offer ACH (not credit card)
I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.
9 votesThanks for letting us know what you're tried, Roland.
We appreciate you taking your time to share changes that would be most meaningful to you.
If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.
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Sales - Export invoice totals due
When you export invoices, it gives you multiple lines for any invoice which has more than one line. It is therefore not possible to easily total up the amounts due because some invoices are on there multiple times meaning the values are overstated.
9 votesHi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
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Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
9 votes -
New invoicing - copy to keep original invoice date
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)9 votesHi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
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New invoicing - Don't open new tab when clicking the contact
Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow9 votesThanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
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Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
9 votes
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