1099 results found
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Quotes - Support for quotes with rates but no quantity
Ability to remove value from online quote. This will allow templated quotes to be used where a total value isn't used and individual pricing is set per task. Dependant on the job there are specific rates per brick etc. Which is calculated at the end of a job bet the rate is set at the start therefore we need people to accept our quote (rates) but the total (quantity) wouldn't be determined until job completion.
3 votesHi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.
If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.
You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.
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Invoices - Get payment link for inclusion in external email
Get payment link for inclusion in external email
Makes sending invoices easy if able to create a link that can be sent via email.
3 votes -
Payments - Use local time zone to calculate the Date from PayPal data feed
The PayPal data feed imports dates from UTC, as is.
For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.
In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.
Essentially the only place the PayPal feed is always…
3 votes -
Invoices: Show ItemName or ItemCode in online invoic
The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description
3 votes -
Sales Invoice - View contact vat number
When Posting a customer invoice it would be very useful to be able to see customer address and ROI vat number so I can apply the correct vat code. ATM I have to go to contact details for that information then back into invoice posting
3 votesHi Gillian, understand it doesn't accomplish all of your idea here. However you can view a contacts address from the invoice. If you click on the 'To' field once you've added the contact you'll be able to view their email, postal and delivery addresses and telephone.
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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
3 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.
3 votes -
Sales invoice - Create project while entering an invoice
Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.
3 votes -
Sales invoices - Allocate overpayments and credits once published
Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…
3 votesHi Heather, while maybe slightly brash do appreciate the feedback.
With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this.
Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users.
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Invoicing: Option to 'Add for eInvoicing' when receiving invoices from other Xero Organisations
Rather than requesting or sharing the Xero Network key, if we receive an invoice from a supplier that is submitted through Xero .. we should have an option to add the supplier for eInvoicing with a clickable button "Add supplier for eInvoicing in future" .... this way, as a customer, I am in control and opt-in myself rather than administrative burden of requesting / sharing network keys
3 votes -
Sales invoices Ability to mark an invoice as 'confidential' & hide from some users
Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?
3 votes -
AU Invoices: Generate invoice from approved timesheet
Hi Team Xero,
Is there any possibility of creating invoices from the timesheets?
3 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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Invoices - Show payment advice on last page of invoice only
When creating sales invoices in Xero, the cut away remittance slip (or "payment advice") appears at the bottom of the invoice, but if your invoice has several line items and therefore goes over one page, the remittance slip still shows on the first page and makes the invoice look disjointed.
We have played around with the custom invoice feature but because the remittance slip is in the footer of the invoice template, there doesn't seem to be a way for us to manually change this so that it only appears on the last page.
If Xero could build this feature…
3 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…
3 votes -
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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Add “Assigned Staff” Tab to Invoices in XPM
Add “Assigned Staff” Tab to Invoices in XPM.
We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.
Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.We propose adding a fourth tab titled “Assigned Staff.”
Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the clientHaving the ability to assign up to 4–5…
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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Allocate invoice payment to multiple accounts
The Problem:
When a customer pays more than the invoice total due to tips or card surcharges, Xero’s Add Payment screen forces any amount over the invoice total to be treated as an overpayment/credit, not as intentional extra income. This prevents me from allocating the excess directly to specific income accounts (e.g., Qualified Tips or Card Processing Fee Income) at the time of payment. As a result, I have to use multi‑step workarounds (separate Receive Money and Spend Money entries, later adjustments once bank feeds arrive) just to reflect a single real‑world payment event: invoice amount + tip/surcharge − merchant…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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Once off clients
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
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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title of quote to be transferred onto invoice but furthermore title to be available in invoice list as it is with quotes......
This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job…
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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Add a quick button to go back to invoices especially after posting a payment or while reconciling
Add a quick button to go back to invoices especially after posting a payment or while reconciling. Invoices are the thing I use most and reference most but I have to go through like three steps to get back to where i was.
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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