1027 results found
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ability to edit including remove header from invoice cover note
The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).
3 votesHi Jacqui, when you refer to the Invoice Cover note would this be the email that is sent to the customer or within the attached invoice (online or PDF). If the latter you can use Invoice templates to customise the look of an invoice to your customer.
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Invoice Template - Associate files to a specific template that are included with invoice raised
Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template
3 votesHi team, appreciate the logic and that there may be certain files that you would always want to include when sending invoices to a customer with a specific branding theme.
While it's not possible to attach files as separate documents on a theme, you could look to use advanced branding and customise the Docx template to include the relevant files as additional pages on the template.
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Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
3 votes -
New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…
3 votes -
Sales invoices - Lite version of invoicing
The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.
For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is…
3 votes -
New invoicing - View total Net GST position
- New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
3 votes -
New Invoicing - Change pop up location for message "default contacts have been applied"
Please change the location of the pop up message "default contacts have been applied". When creating a new invoice, the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter data. The pop up box lingers too long and covers the information I need to enter, interfering with the data entry! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes extra steps and takes longer. Data entry is all about efficiency and less steps/clicks..you have created…
3 votes -
Repeating invoice - Placeholders for the reference field
Instead of the currently available [Week] option in the repeating invoice reference field, which only shows the week number of the year, for example '34', instead allow the option for custom text that includes the date. For example to enable the customer to understand that the invoice being sent is for work that was undertaken during week ending 18/08/2024, which you want to display as WE20240818, you could allow something like this in the reference field: 'WE[yyyymmdd]'. This mitigates the issue of customers having to work out the date that e.g. week '34' applies to when reconciling invoices in Xero…
3 votesHi team, thanks for your feedback in Xero Product Ideas. While we don't have immediate plans for this we are keeping a watchful eye on the interest here.
Make sure to share the idea with your colleagues that'd like to see this to so they can support and we can get a wider understanding of the overall interest.
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Shopify - Connect 2 stores to one Xero Organisation
We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.
3 votes -
Online Invoice | Stripe - Allow gift card payment
Ability to pay using gift card that is supported in stripe, using giftup.com
3 votesHi community, we appreciate the interest in being able to use Gift cards when customers are making Stripe payments. This isn't in our roadmap just atm, but we'll track appetite through the idea here.
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Xero Network - Option for customer to receive invoice as a spend money transaction
For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.
Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.
3 votesHi community, we appreciate your feedback here. While we have enabled Xero to Xero within new invoicing we want to be open that we don't have plans for developing the ability to send invoices to create spend money transactions in a recipients organisation.
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Purchase Orders
Is it possible for a Purchase Order that has back orders to be printed showing only the outstanding items, rather than all the items originally captured on the order?
2 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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Search the whole of Xero System
It would be good for Xero to search the whole system for certain keywords. Sometimes we need to put more than one address on the invoice and when you go to search it only limits you to reference, invoice etc, but having to put all addresses in the reference makes it messy. So, it would be great to be able to search the whole system including information in Invoices or Quotes.
2 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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Separate Email Settings for Reminders & Receipts
Allow a separate email address[es] for payment reminders & receipts.
Some customers with automated processing email will reject reminders and receipts since they are not invoices. Being able to set separate emails for these documents would allow them to be sent automatically without disruption or rejection in the customer email processing procudures.
2 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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Notes and history on main list of repeating invoices
Need a history and notes section at the bottom of the "Repeating Invoices" tab to be able to show when and who/how a repeating invoice was deleted, eg user manually deleted, or "End date reached".
The issue is once a repeating invoice template has been deleted there is no visibility to show what end date was set, for instance if a customer is supposed to pay in 6 x instalments but somehow the end date is set too late resulting in too many invoices.2 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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send reciepts once payment is recieved
Is it possible for xero to send a reciept to confirm payment is recieved once it reconciles a transaction?
Before Xero started to auto reconcile transactions, as part of my routine i would check the payment is recieved , send an reciept so my customer knows I have recived the payment then reconcile it. i find now i sometimes get messages from my customers asking if the money arrived ok.
Thanks2 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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invoice packing slip to be changed to delivery note
When Invoicing, at the drop-down arrow after completing an invoice, a "Packing Slip" is available for delivery. In our country, most factories require or prefer a "Delivery Note" can we vote to please make this change, it would improve the quality of our delivery systems. Thanks.
2 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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Bulk Editing Expected Payment Dates on Invoices
It would be incredibly useful to have the ability to bulk edit expected payment dates across multiple invoices in Xero.
Currently, we have to manually input an expected payment date for each individual invoice, which is extremely time-consuming, particularly during our monthly invoicing cycle when we're dealing with a large volume of invoices.
Having the option to select multiple invoices and update their expected payment dates in one go would save our finance team a significant amount of time and reduce repetitive manual work.
This would be a relatively simple but hugely beneficial improvement to the invoicing process, especially for…
2 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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backup or save option on branding themes
Ability to save / backup branding themes.
We have set up several branding themes since the update, so we do not want to lose these changes. Is there a way to save them or back them up should there be a problem with branding themes in the future.
2 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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repeating invoice
I had a search and can't seem to see anyone asking for this, apologies if they have!
We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.
However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.
Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the…
2 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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