1101 results found
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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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Invoicing - New invoicing layout is due for an update
With the changes and improvements to the design of the Purchases overview > Bills page and tabs quite some time ago, it would be expected and easier to navigate through Xero if these design changes reflected in the Sales overview > Invoices page. The invoices page (despite the new invoicing experience when opening an invoice) is still the old outdated design that the Bills used to look like.
The bills and invoicing used to be the same design and while it's great to have an improved design in the bills section, it is sometimes not intuitive that the invoicing has…
2 votesHi Cameron, 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. Feel free to share it with your peers so they can also add their valuable feedback.
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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 👋 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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hold quote
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 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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I'm sure you've been asked about this lots, but is it possible to get a warning if I send a client a sales invoice twice, in the same way it
I'm sure you've been asked about this lots, but is it possible to get a warning if I send a client a sales invoice twice, in the same way it warns if incoming invoices look the same.
In 2024 I accidentally invoiced a client twice for the same job, I didn't spot it and they only noticed a few months later in 2025 which meant it affect the end of year for both years, but was also very unexpected.
It should be easy to do shouldn't it as it often picks up on invoices I'm paying that it thinks look…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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Stripe surcharge fee adjustment - Different fees For international and Domestic customers
It would be good if Xero allows for stripe surcharge fee adjustment for both domestic and international customers, not just domestic customers.
2 votesHi everyone, thanks for sharing your idea here.
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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pre‑populated payment
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 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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sales person field
Advance Template. Allow custom fields for advance templates (For all forms). like custom field 1, custom field 2 and custom field 3. So that we can add fields like salesperson name, contacts, terms, etc.
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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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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Multicurrency - Support for zero-decimal currencies
I would like to suggest adding functionality to better support zero-decimal currencies (such as JPY, KRW, IDR) within Xero. Currently, the system assumes two decimal places for most currencies, which can lead to rounding issues and inaccuracies for currencies that do not use decimals.
Key points to consider:
Currency Settings: Allow users to define certain currencies as zero-decimal so that calculations and display formats automatically adjust.
Tax and Rounding Logic: Ensure compliance with local tax regulations by applying correct rounding rules for zero-decimal currencies.
Reporting and API: Update reports and API outputs to handle zero-decimal currencies consistently, avoiding integration errors.…
2 votesThanks for sharing this idea about zero-decimal currencies might be improved in Xero.
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 also benefit, so they can add their votes and comments about how this would help them, too.
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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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Sales overview - Disable going to an invoice when you click on a line
When on pretty much any view, sometimes you just need to copy an invoice number (or a few).
Now, when you click on a line, it goes to the invoice.
Please give an option to disable the click to go to invoice/credit/bill, and allow us to click on a line to highlight/copy as right now it gets annoying - you have to click, but then press escape quickly enough, or, download as a CSV which just takes too long.
Thanks
2 votesHi William, thanks for your reply here.
I've checked the Invoices and Bills pages, and see much the same sort of behaviour. For example, when trying to highlight an invoice number in the Number column, or the Reference column for Bills, it tends to take you into the transaction.
Thanks for sharing your idea about how you would like to see this changed.
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 votes and comments about how this would help them, too!
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Invoices - Add a Comma for Quantity as well
'Comma' to be displayed in 'Qty' column automatically when generating invoices (better view of invoices to the reader)
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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Open PDF's in a new tab for printing instead of downloading the file first.
When printing a PDF the file opens in a new tab so it can be printed instead of downloading the file. Xero downloads the PDF to file when the "Print PDF" button is clicked creating file clutter and unnecessary steps to print a PDF. It would be useful if the PDF opened in a new tab and could be printed immediately without downloading the file first like other accounting software does. This will save time and clutter in files.
2 votesThank you for your suggestion to have PDFs open in a new tab or preview window for easier printing.
Currently, as you know, Xero downloads PDFs directly to your device before you can print them. While we’ve looked into opening PDFs in a new tab, there are challenges like browser pop-up blockers and security concerns that make this difficult to support smoothly for everyone.
At this stage, there are no plans to change the current process. However, your feedback is valued, and you can continue to share your thoughts and support for this idea on our product ideas page.
🙂
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Invoices - Ability to select Paid date for invoice with 100% discount
When an invoice is fully settled by a 100% application of a credit, discount, or retainer, Xero should automatically populate the 'Paid Date' with the date the credit/discount was applied.
2 votesThanks for your feedback and sharing here, Thamara.
It sounds like you're applying the 100% discount directly within the invoice. If the paid date differs from the invoice date you could apply a credit note which will record the paid date as the date issued in the credit note.
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Hubspot CRM by Xero -Allow negative line item on unit price
An invoice line item can have a negative unit price in Xero but this cannot be done in the the Xero published Hubspot connector app when creating integrated invoices. See the screenshot for the validation error when trying to set a negative unit price on a line item.
NB the validation error makes no sense either because the negative unit price entered IS less than the product total.
2 votesHi Steven, 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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Statements: View and Pay Online via Square
You have just rolled out the pay now button on online statements, however this is only for Stripe users.
Can you allow other payment processors such as Square to this please (like we can for invoices already)
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We can appreciate having more Statement payment options for users that do not use Stripe. We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this with your friends and colleagues if they'd like to see this functionality implemented. We'll monitor this space for further traction! :)
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