1084 results found
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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 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 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 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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Invoicing - ability to directly select or highlight multiple existing rows for bulk editing like deleting & grouping of identical line items
Xero really needs the ability to select all, or at least select multiple lines at once. In a group monthly invoice, it can take over an hour to delete or edit lines individually.
It would also be a major improvement to allow grouping of identical line items—so that all quantities for the same item appear under a single line, instead of generating hundreds of separate lines for the same thing2 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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Invoice - View full reference in Xero
Not a massive one, but would eliminate a really annoying thing.
On an invoice screen in the reference box, when typing any data that exceeds the box, the text doesn't follow outside that window. This then makes you mouse click into that box and arrow across to confirm what you have typed was in actual fact correct.
PLEASE, can something be done about this????2 votesAppreciate you raising this idea with us, Darren and have just updated the forum it's in 🙂
We'll get a sense of the community interesst in this here. While we don't have any plans around this at present I'll share if there's any news.
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zelle
Allow invoices to be paid VIA Zelle. Some business bank accounts hook directly to zelle, they don't have any fees like stripe, etc. I prefer to get paid VIA Zelle so I can keep more of the money I earned.
2 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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Invoice reminders - Create a criteria to set based on reconciliation date
It would be an easy fix to stop automatically sending reminders for "unpaid" invoices when the business has not done their reconciliation for the relevant period. We find it stressful and time consuming to check all the time. I think sending a payment demand with the proviso to "ignore it if it has already been paid" is a waste of resources. It would be way less stressful and more efficient if reminders could be pending and only be sent automatically once the reconciliation covering the due date has been completed.
2 votesInteresting idea, Marc. This would add another layer of complexity to reminders, but it would be great to understand the interest around this from your idea here for our product team to consider. We'll share if there are any updates.
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Invoice | SMS - "Print pdf" button
Most of our customers prefer receiving invoices via SMS. When trying to print the invoice via the SMS link, it generates a 2-3 page online version of the invoice. Can you implement a "Print pdf" option that would generate the same concise layout used when previewing the invoice in Xero? Thank you!
2 votesGreat to get this sort of insight, Kelly. Thanks for sharing. We'd like to get a sense of the wider interest for being able to print PDF from the SMS invoice message, please feel free to share with any colleagues or customers that you know would find this useful so they can vote on this too.
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Keep contact name/ email of copied invoice rather than from last invoice to that client
I have clients with several different contacts and I would like to keep the specific contact from the invoice that I am copying. Instead it copies the contact from the last invoice to that client.
2 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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XPM Timesheet - time to show actual local time not general Time zone
XPM Timesheet time to show actual local time. Currently it shows Sydney but I'm not located there
2 votesThanks for sharing your idea here Daniel and letting us know the changes that matter most for you.
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. Cheers
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Linking timesheets approved by the client to invoice generation
The clients that I provide services to seek as supporting documentation a timesheet that has been signed off by an authorised representative of the client. At the moment I use an excel spreadsheet to do this then manually generate an invoice on the total agreed hours. It woud awesome to have feature where you prepare a timesheet in xero, xero sends a link to the approver to sign the timesheet then xero pulls the hours into a invoice + any agreed expenses (with supporting invoices and signed off timesheet)
2 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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Invoicing | Add Payment - Align bank account order across UI
When using the "Add Payment" button on an Invoice, I am regularly confused because the Banks are not in the same sort order I've assigned on the Dashboard / Bank Accounts Page.
This sort order is already applied to the "New Spend Money" page. So really it would be ideal if it matched platform-wide
This is complicated for me since Stripe requires a new account for each platform.
Hopefully the attached screenshot makes the request / issue clearer.
2 votesHi Sandy thanks for raising this with us. This is a great idea , to unify the account order across the platform. We'll move this idea so it gains more support from the community. In the meantime please feel free to share this with your peers who might also benefit from this change. We will monitor this space for more traction.
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Inventory - I create a quote or invoice from item list
To Be able to use the products and services multi select buttons to create a quote or invoice.
Example.
Go into products and services
Select all products needed via the tick boxes.
Click the 3 dots in the top right of screen.
Have option to add all selected items to quote or to invoice.
Continue normal quote/invoice process from there.This will then speed up the process if companies (like ours) that have similar product codes but in different sizes that are bought together or that go out with other products.
2 votesHi Josh, thanks for sharing this idea here, we can see how this would be helpful. We are moving this idea to gain more support from the community and leaving it open to gain more votes and comments. Please share this with your friends and colleagues who would benefit from this being featured in Xero!
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eInvoicing - Support for Italian business through SDI
For an Italian company. In order to send invoices to Italian clients, legally they MUST be sent through the Sistema di Interscambio (SDI), a government portal. Which helps prevent fraud and reduces tax evasion and increases visibility.
The e-invoicing is a specific format and Xero currently doesn't support.2 votesAppreciate you raising this request with us in Xero Product Ideas, Stuart. We'll start to get a wider interest from the community in this here. Please feel free to share this idea with other colleagues that would like to see that so we can get a better understanding of the demand.
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Multi-currency Invoice - Do not update exchange rate on invoice after due date has been changed
Currently, when you raise an invoice in a foreign currency it will take the exchange rate as of that hour. If you later change the due date of the invoice, the exchange rate used to convert will change from the hour you raised the invoice, to the closing exchange rate on that day. This causes an issue for reporting where we have reported a revenue figure for a previous month. The invoice on a due date has been changed and therefore the revenue recognised in a previous month has changed. This makes our reports incorrect and could cause issues if…
2 votesHi James! Thanks for sharing your idea, and letting us know the changes that matter most for you.
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! Cheers
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Quotes - New Status for quotes on hold
In addition to the existing quote tabs, add an On Hold status. It does not need a separate tab. The quote can stay on the Sent page with a clear visual indicator like a dot, icon, or color tag showing it is on hold. This would cover quotes that are not ready to proceed or are conditionally approved but not fully approved, without marking them as accepted. Although the notes section is quite handy, I believe having some sort of visual impact will increase the users' efficiency. :)
2 votesHi Stephanie, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have an on hold status or pending status.
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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Xero Subscription invoices - Remove $0 balance amount
Why are the subscription invoices we receive from Xero now being issued with a $0 balance? We are having to manually edit or delete the pre‑populated payment line in order to reconcile the actual payment against the invoice. The pre‑paid negative line is unnecessary and creates avoidable double handling.
The same issue is occurring with client invoices where credits or overpayments exist. Xero has started adding a pre‑paid negative line to these invoices when they are sent. This process is impractical and will create further problems, as clients will not apply overpayments themselves. This results in additional corrective work for…2 votesHi Kelly, thanks for sharing your idea, and letting us know the changes that matter most for you.
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! Cheers
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Invoices - Add payments from the invoice overview
If we could have a receipting screen where we don't have to go into every invoice to receive money would be great.It would save us valuable time
2 votesThanks for sharing this idea about streamlining payment receipting. We appreciate you explaining how a receipting screen at the invoice overview level could help save time in your workflow.
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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e-Invoicing - Auto detect which client need e-invoice in invoici (Malaysia)
To have a way to easily detect which clients need individual e-invoice in invoici, e.g., there are Tax number in Xero,
so that we can easily select those clients who need individual e-invoice and send to Inland Revenue in Malaysia.2 votesHi Ivan, thanks for sharing your idea, and letting us know the changes that matter most for you.
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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Reporting & Inventory - Link product search results/reports directly to Invoices and Purchase Orders
Hi all. We have recently come over the Xero from Attache.
Several hundred times per month in Attache, we used the product look up option for individual products sold on Invoices and the same for individual products on Purchase orders however xero currently does not offer this as outlined below.
By putting in a code into the search area for invoices and P/O, we would like the option to search for that item, then click on the product that is identified as the one we want to look up, and bring up the invoice or purchase order the product is…2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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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Invoicing - Send multiple invoices to a custom email address
Currently, in order to send multiple invoices at once, each invoice has it's own email address box to enter the recipient's email, there is no selection available to send multiple invoices to a custom email address in one click.
This would be most helpful, especially when multiple invoices are required to go to a different email address (from the default contact email). At the moment this means entering a different email into each individual address box, even if this means entering the same email up to 50 times for each invoice selected.
2 votesThank you for sharing your vision and highlighting the changes that matter most to you.
Your idea has been reviewed and is now live for the community to rally behind! To give it the best chance of success, be sure to share it with colleagues so they can add their votes.
We’re excited to see the community use the comments to explain how this update would level up their Xero experience
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