1027 results found
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Quotes - Option for feedback when rejecting
The idea is to develop a function for our clients to retrieve instant feedback from prospective customers on the rejection of a quotation they have received.
This can be in the form of an automated dialogue box where the prospective customer can give reasons/comments as to why they have rejected the quote i.e too expensive, found a better deal, specifications - lack of or incorrect etc.
This will save the customer time to know instantly what the problem is so when do give the prospective customer a call, they have a prepared response and enquire further as to how they…
5 votes -
New invoicing - View payments details within invoice screen
When reviewing a payment for an invoice, you need to click 3 times to review the transaction details..going into 4 screens, as it's on a separate screen (1-invoice 2-payment 3-transaction 4-transaction details). It would be more efficient to have the transaction details screen build into the same screen as the transaction screen. I don't see a need for a 4th screen, especially when you have click to go back to the previous screens when investigating multiple payments.
5 votes -
New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesHi team, apologies we've not rounded back out on this idea sooner. I appreciate all the feedback this idea received.
Where copy to functions aren't working as expected I'd recommend first engaging with our Xero Support team to check in on the behaviour. It can be hard to dig into and depict causes within the community here.
In terms of the default applications when copy an invoice to a new invoice as noted in my last reply this is limited to the Sales defaults that have been saved against inventory items or the contact not the full contact detail selections applied to the previous invoice.
We don't have any plans for changing the behaviour of the emails shown in the send window. This will be driven by the selected contact and the persons on the contact record that you have selected to include in emails.
Appreciate highlighting of the 'To'…
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Quotes - Include reference in quote acceptance email notification
Ability to include the reference with quote acceptance email. Currently the email notification only has the account name and quote number.
5 votes -
Sales Invoice - Print each customer's payment term on tax invoice
Does Xero have any plan to put the payment term feature showing on tax invoice in near future? Currently, we setup on each customer record. But the payment term is not printed automatically for each customer. Hope to see this feature soon on all printed invoice.
5 votesApologies for the silence on this one, team. We do want to check-in with you all here.
Printing a customer's specific payment terms directly on the invoice, rather than relying solely on branding themes tied to a contact, is a reasonable ask and one we understand adds clarity for both you and your customers.
Being upfront this isn't currently planned as a dedicated feature, but we're now looking more broadly at extending what invoice documents can display and carry, and being able to clearly display payment terms on the document itself will be looked at as part of that wider piece of work.
We'll update this thread directly if there’s any progress to share.
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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.
4 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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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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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!
4 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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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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Invoice templates - Change format of ABN
Currently, when you toggle on ABN in the new invoice template, it removes all the spaces which is the incorrect formatting for an ABN. The only work around is to manually type in the ABN with the correct spacing in the ADDITIONAL BUSINESS INFO box.
The screenshot shows a manually added ABN at the top and the default Xero layout at the bottom.
It should be noted that in organisation settings, the ABN spacing is correctly displayed.
Please pull this through into the actual new invoice layout as well please.
4 votesAppreciate your feedback here, TJ. Our product team are paying close attention to feedback we're receiving on this new invoice template experience.
While we don't have direct plans for changing he ABN format at present, we'll keep an eye on the support for this, and share if there are any updates.
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Invoices - Show Viewed only when the customer open the email and invoice
Change the history of an invoice being "Sent" to "Viewed" ONLY when the recipient opens the invoice.
I believe it is currently set to change into "Viewed" if either the vendor or the recipient opens the online invoice. It would give us a better peace of mind knowing there's a somewhat reliable way of telling if an invoice is visible to the recipient instead of being filtered into their spam folder. When I open the online invoice it messes up the tracking.
4 votesThanks for sharing this idea and explaining the impact that opening an invoice yourself can have on the “Viewed” status and how important it is for you to have confidence that the status reflects whether your customer has accessed the invoice, particularly when you’re trying to confirm that it hasn’t been missed or filtered into spam.
This idea is currently open for other Xero users to vote and add comments will help us understand how broadly this would benefit the community and the different ways this behaviour affects businesses.
We appreciate you taking the time to explain your experience and provide this feedback 🙂
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Invoice template - Ability to select how lines are displayed tax-inclusive/exclusive
Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.
The work-arounds are not easily achieved.
4 votesThanks for taking the time to suggest this. We understand the request to have invoice line totals displayed inclusive of GST when the invoice has been entered using tax-inclusive pricing.
This could make the invoice clearer for customers and better reflect the way the invoice was prepared.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like this to work.
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Invoices - Add Notes section column to Invoices Awaiting Payment screen
This would be useful for when you speak to a customer to request a payment date for overdue invoices, you could make a note of what they've said. At the moment there is only an option to select a date for when payment may happen.
4 votesThanks for raising this, Rhianydd. A Notes column on the Invoices Awaiting Payment screen could make it easier to keep payment follow-up details visible while working through outstanding invoices.
I’ve updated the status to Gaining Support so we can continue tracking interest. How would you like notes to work in this view, and what information would you want to capture?
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Invoicing - Ability to link multiple contacts to a single invoice
It would be great to be able to select certain contacts for certain invoices.
We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.
Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no…
4 votesHi Zoe, thanks for bringing this idea to the community. Linking multiple contacts to an invoice could help make sure the right people receive the invoices and reminders.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the contact selection to work? Your input could help shape the approach that would be most useful.
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Invoicing - Option to format contact names as 'Surname, First Name' on sales invoices
Can we have the ability to automatically have each sales invoice shown as surname first, followed by their first name. Instead of the manual task of having to go into their contact details and changing this manually. In our business (as I am sure many other businesses also do) we reference our customers by surname for their jobs.
4 votesWe appreciate you raising this idea, Julie. Having the ability to choose how customer names are displayed on invoice list could make it easier to meet different business, cultural, or regional naming preferences.
We've updated the status of this idea to Gaining Support while we continue monitoring community interest.
Currently, the name shown on an invoice reflects the contact name saved in Xero. If required, you can edit the contact name so it displays in your preferred order.
Your votes and feedback help us understand how valuable configurable name formatting could be.
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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.4 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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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?
4 votesAppreciate 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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Billable expenses - Select quantity to apply to invoice
Please could we have the option to add billable expenses to a customer invoice by quantity.
At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a…4 votesHi Stacy, thanks for sharing this idea and the illustration you've provided.
We can see why having the ability to partially assign billable expenses could be useful. The idea is to allow only part of a billable expense quantity or value to be applied to an invoice, making it easier to distribute costs across multiple invoices, customers, or projects without needing to manually track the remaining balance.
We've updated the status of this idea to Gaining Support. If this would be helpful for your workflow, please add your vote and share more detail about your use case.
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Subscription Billing - Provide consolidated or grouped monthly invoicing for multi-organization owners
I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.
They all come to my same email address.
They are all for my separate different entities.
I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.
The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.
If they could be sent to me in…
4 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.
Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Invoice - Ability to add multi section invoice
On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.
What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.
This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.
I have used…
4 votesThanks for sharing here, jason - We have an existing idea around multi sectional quotes that I've added your vote to and have adjusted the title of your idea here for the Invoices side of things.
We'll be sure to update you if there are any updates for this in either feature.
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