1027 results found
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Applications and invoices for construction company
Have the ability to post a application before the invoice is received.
4 votesHi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.
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Stripe - Improve ACH bank transfer to include current balances/overpayments
I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.
ACH Payment Process Concerns
Overpayment IssuesOne of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…
4 votes -
Invoices/Quotes - Customise link to view online, rather than showing the full URL
It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would
4 votes -
Quotes - Make 'invalid account' warnings appear in a new window
When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back…
4 votes -
Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select…
4 votes -
New invoicing | Online invoice - View supplier ABN
Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.
4 votes -
Invoicing | Payment - Show invoice details by default
Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.
Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.
As it stands I have people who think I'm invoicing…
4 votes -
New Invoicing - Shading & Colour
Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.
4 votes -
New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
4 votes -
New invoicing - Ability to set a default BCC email
Is there a way to edit the email template when invoicing to add a standard email address in the BCC field? by doing this Trustpilot gets the email details to send out reviews?? i cant find an option for this feature
obviously you would put your unique Trustpilot email address into the the BCC template field
4 votesHi Andrew, there's no way to set a default BCC email when sending from Xero atm. It may be something we look at in the future. For now, we'll begin to get a sense of the interest for this here. Thanks
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Payment service - Ability to test stripe integration
Allow Xero to connect to a Stripe Test account, so we can create a temporary Xero account and test the Stripe integration, knowing completely what it will do with other integrations, how to train staff and manage edge cases of transactions.
4 votes -
Sales Overview | Invoices - Add View Option similar to Bills UI
View Invoices in the Invoices menu - Add View Option
4 votesHi team, it's great to hear how useful you find the quick view in bills and how this would be helpful on the invoice side to help you quickly process invoices.
We don't have immediate plans around this but are keeping a watchful eye on the interest from the idea here and will be sure to let you know if any plans are made. Thanks
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Customer Statements - Totals for each column
It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.
4 votes -
Quotes - Tax status & Delivery Address when invoice is created from quote
It would be nice if when converting a quote to an invoice that Xero would be able to recognize tax status of customer, and would automatically bring up delivery address.
4 votes -
Sales invoices - hold selection when navigating pages
It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.
4 votesHi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
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I have just had my first experience with issuing an Invoice following the new Xero invoice formatting.
I have just had my first experience of issuing several Invoices following the new Xero invoice formatting. For context, this is the first time ever, in 7-years of business, that clients have actually picked up the phone and expressed disappointment in the formatting of my invoices. Xero, it really is not great, when clients feel the need to phone me up to express concern...
The invoice layout is really quite poorly constructed, and feels like it assumes that Xero customers are typically working in E-Commerce, and, dare I say it, on the other side of the Atlantic. I write this…
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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Contact - Ability to add Primary Person First and Last name when adding in Invoice.
Easier to add customer [First Name] when quick adding in invoices or even at the email stage.
When typing in a new customer on the invoice form, it doesn't have the option for [First Name], which once emailing the invoice in the templates requires typing it manually each time. Or have it in the quick edit dropdown.
3 votesThank you for bringing this idea to us Aeterna, we appreciate the time taken to share how being able to add the first and last name of the Primary person while adding a contact in an invoice would be helpful to your workflow. This idea is now open to votes and comments and you can share with your colleagues and others in the wider community. This will help us gauge interest. Any updates for this idea will be posted here.
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Stripe - Allow merchants to restrict card types and international cards for Stripe payments
Australian businesses using Stripe payments through Xero need greater control over which cards they accept.
Currently Xero allows us to enable or disable “Card” payments, including at individual invoice level, but does not allow merchants to restrict card payments by card network or country of issue.
We would like the ability to:
- Accept Australian-issued Visa and Mastercard
- Disable American Express
- Disable international-issued Visa and Mastercard
- Disable other higher-cost card networks where required
- Apply these controls as organisation defaults, while retaining invoice-level Card on/off controls
This has become particularly important following the removal of card surcharging…3 votesThanks for sharing your idea, Aaron 😊 We can see how having more control over the card types and issuing countries accepted through Stripe could help businesses manage their payment costs.
Your idea is open for votes and comments. If this would benefit your business too, please add your vote and share how you’d use these controls in the comments below. We’ll keep a pulse on the interest this idea receives and share if there are any updates.
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Invoicing - Option to select and carry over file attachments when copying a Quote to an Invoice
Currently, when creating an invoice from a quote, there is no option to carry along the documents to the invoice that are attached to the quote. We upload the purchase order to the quote, but then we have to upload it again to the invoice. There should be a tick box function, like there is for marking the quote as invoiced, to select whether to carry the documents over to the invoice, and even an option to select only some documents to carry over.
3 votesAppreciate you bringing this to the community. The main request is to keep relevant Quote attachments available when the Quote is copied into an Invoice, without requiring them to be uploaded again.
Giving users control over which files are copied could make the quote-to-invoice workflow more flexible.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your invoicing workflow, add your vote and share your preferred setup.
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Invoices - Ability to set invoices to auto send on invoice date
Can we please have an option for Xero to auto send unsent invoices on invoice date? I tried setting this automatically with zapier but then the attachments don't get sent via the zapier automation.
3 votesHi Mariane, appreciate your feedback shared with our team how you'd prefer more automation and control for setting all invoices to send on the invoice date rather than the current options of scheduling an invoice send or setting up Invoice reminders.
This isn't something we have immediate plans around, however I'll re-open your idea here so we can gather wider interest from the community.
We'll keep our eyes on the support for this and share if there are any updates. Thanks
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