1085 results found
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Invoicing - Option to upload custom image to standard invoice
Dear Sir/Madam,
When I download custom xero template it has «PaymentImage» code.
I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.Could you add this option?
PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…4 votesHi Taisiya, 2 ideas rolled up in one here. We have a separate idea that's been started to preview a docx/advanced branding theme that you're welcome to add your vote too and we'll slightly amend the title of your idea here to reflect the first idea you've noted.
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Invoice - Allow Excel formulae in invoice fields
In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.
4 votes -
Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
4 votes -
4 votes
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Invoice - Remove invoice number and amount from link
Invoice link showing invoice number and amount in WhatsApp
4 votes -
Sales invoice List - Option to add an "Excluding" filter option
When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".
For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".
Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.
4 votes -
Sales Invoice | Advanced Template - Option to add 'QuantityTotal' field to invoice template
Would love there to be a total qty function at the bottom of invoices
4 votes -
Online Invoice - Remove prompt to pay by card
Add the option to change invoices with stripe card payments linked up so that the prompt to pay by card does not pop up when they open the invoice, but the link on the invoice stay available in the terms & payment advice section.
My reasoning behind this is that I would rather recieve payment by bank transfer to avoid processing fees, but still want to offer the option for someone to pay by card.
4 votes -
Invoice Payments: Support for additional GoCardless accounts
Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)
4 votes -
Xero Accounting app - Option to rearrange line items in draft invoices
Xero app should have the option to slide up or down line items in quote & invoice
4 votes -
Invoice - Ability to transfer name and address directly to Label Printer
Label printing. It would be so much easier if having entered the name and address on an invoice we could then print the name and address directly onto a label writer (something easily done using Sage software). We are a publisher, selling books via a website to people who usually only ever make one purchase, so we don't want to create an unnecessarily massive contact list. At the moment we have to type their name and address onto the invoice, then type it all over again on the label writer software, thus doing the same thing twice with the chance…
4 votes -
Proforma invoice
Would also like a Proforma as well as a quote to start PF-0000, as sometimes customers decide not to purchase from us & then we have to credit the invoice raised, or they take 5+days to make the payment & this messes up the invoice numbers.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. I
Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. It would be much safer to create a new invoice and credit the old one, at least this leaves a legitimate trail of evidence. I find it hard to believe that any other companies find this secure enough... Can you please escalate this matter and attempt to have this loophole repaired? I really think that I am not the only client who is concerned about this issue.
This is a very big issue for the security…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Grouped (Folder style) line items in quotes with customer-visible totals only (optional visible breakdowns)
Currently, Xero Quotes does not seem to provide a way to group related line items under a single heading while maintaining a clear and customer-friendly layout.
In practice, many quotes are made up of multiple components (for example, materials, labour, and equipment), where each section includes several individual cost items. While this level of detail is important internally for pricing accuracy and cost tracking, displaying every line item to the customer can make quotes appear cluttered and harder to understand.
Suggested improvement:
Introduce a grouped or “folder-style” structure within quotes, allowing:
- A main line item (e.g. “Materials – £1,000”) to…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoicing- packing slip that is customisable and available from draft invoice, not just from awaiting payment
Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.
It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.
If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Statements - Send statements via SMS
Send statements via SMS as well as email
3 votesThanks for sharing your idea of using SMS as a delivery option for customer statements.
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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Send invoices and quotes directly via SMS/Text message, without the need to send via Email first
Send invoices and quotes directly via SMS/Text message, without the need to send via Email first.
Also, the ability to send via SMS/Text message from the (iPhone) app.
3 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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Can we have a "Placeholder" quantity for invoicing the number of weeks per month? (Some months have 4 weeks & others have 5.)
Can we have a "Placeholder" quantity for invoicing the number of weeks per month?
We automatically invoice customers monthly for services on every Wednesday.
We manually have to change the Quantity each invoice because some months have 4x weeks (Wednesdays) & others have 5x Wednesdays (weeks).
A "placeholder" option would be nice :)
Thanks3 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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Add send by SMS option to the mobile app and move the send by SMS option to the top of the page on desktop
Allow the send invoice by SMS option to be available in the mobile app. Moving the option of sending an invoice by SMS to the top of the page instead of at the bottom would be much better too. Most businesses will have templates set up, so this is why it would be easier to have the option at the top of the page.
3 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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xero invoices in xero as draft
Please make all XERO subscription/billing invocies in XERO as darft under the supplier XERO. It is silly that they are we emailed to the billing a holder and not automatically available within Xero itself.
3 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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