1005 results found
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ADD AFFIRM PAY
Can we get affirmed added if we are using stripe to process the transaction?
1 voteThanks 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
I accidentally issued an invoice in November 2025 with an incorrect due date set to January 2025, which is earlier than the invoice issue date. This invoice was approved in Xero.
Could a validation feature be added to prevent such errors by ensuring that the due date is always later than the invoice issue date? Thaks!
1 voteThanks 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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Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily fol
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
1 voteHi 👋 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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Paypal - Sync multiple accounts to a single organisation
If not already in the pipeline, please make it possible to Sync multiple PayPal accounts! We have three businesses under our ABN/umbrella - and would really like to be able to sync ALL paypal accounts, not just the one.
1 voteHi 👋 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 on due date
Prior to the latest update of Xero, users could select 'due in 0 days', which would enable reminder invoices to be sent on the due date.
Now there is only the ability to send an invoice reminder just before or just after the due date.
Please reinstate the option to automate invoice reminders on due date, not just before or after.
1 voteHi 👋 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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Inventory - Option to Lock the default Sale Price on invoices
PREVENTING INVENTORY UNIT AMOUNTS FROM BEING EDITED IN INVOICES.
ON A COUPLE OF OCCASIONS NOW I HAVE ACCIDENTALLY TABBED TO THE AMOUNT COLUMN AND ENTERED A QTY. WHICH HAS OVERWRITTEN AN ITEM AMOUNT FOR THAT INVOICE - AS I HAVE MANY SIMILAR INVENTORY ITEMS FOR A CUSTOMER I OFTEN USE " LOAD LAST ITEMS " THAT HAS CAUSED ME MULTIPLE INCORRECT INVOICES AS IT LOADS THE EDITED PRICE NOT THE STD ITEM PRICE LOOSING ME $100s OF DOLLARS THAT HAVE BEEN PAST PAID. CANT SEE A WAY OF MAKING THE INCOICE AMOUNT COLUMN UN EDITABLE -
WHILE PROTECTION OF AN…1 voteThanks for sharing your idea about making this change to prevent accidental (or unauthorised) changes to the sales prices on invoices.
Now it's up to the community to get behind and support your idea. You might like to share your idea with any colleagues that this could also benefit, so they can add their votes and comments too!
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Ability to 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
1 voteHi William, thanks for your feedback. To help me look into this a bit deeper for you could you please share where you are when clicking on the invoice number and being taken to the invoice - for example is this within a specific report or from the Account transactions of a bank account?
This has likely been set up as a quick link but I can look to confirm if you can share a little more detail. Thanks
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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)
1 voteThanks 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.
1 voteThank 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.
1 voteThanks 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.
1 voteHi 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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Invoicing -Group Entities - Cross-Organisational Duplicate Bill Check
We have around 15 different entities as part of our Group, each of them has its own Xero account.
In terms of payables, is there a way for Xero not only to flag (as it already does) any payable invoice that we try to add under an entity where it already exists but, instead, flag it also as a possible duplicate if the same invoice number exists across all entities within our Group?
This would assist in ensuring that a bill is not paid twice as it might be potentially already paid from another entity that is different from the…
1 voteHi Marco, thanks for your idea and for explaining the need to prevent duplicate bills across multiple Xero organisations in your group. Right now, both Xero’s existing duplicate checks and the upcoming improvements to duplicate detection are limited to within a single organisation only. They don’t compare bills or payments across different Xero orgs, even when they’re part of the same group.
This request would require a new way of linking and analysing data across multiple entities, which is not something we’re currently planning. For that reason, this specific idea is not in our pipeline at this time, though we’ll continue to track interest here other users can still vote on this.
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auto code imported invoices for payment
Similar to bank rules, when coding an invoice for approval/payment create rules from a particular supplier so that multiple lines can be auto coded - ie Our Power supplier invoice is split into 3 account codes by % each time (33% bar cost, 40% general, 27% restaurant). Could this be set up similar to bank rules?
1 voteHi Barry, just to get a better understanding can you share a bit more information how you'd typically create invoices in Xero? I note you've mentioned importing in the title of your idea - do you use the CSV template for this?
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Invoicing - Internal Cost Tracking Link for Bills to Customers
Ability to link a bill/expense to a customers invoice but not have it itemise. So you can track cost of goods per job especially for small businesses only utilizing invoicing and not having to do projects
1 voteHi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.
Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.
Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?
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Invoicing - Customize PDF file name to include contact name
Update invoice file names to include both the invoice number and recipient name? For example: “SI-1055 John Smith” instead of just “SI-1055” — so it’s easier to identify when printing or saving documents.
1 voteThanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
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Accounting APP - Copy from invoice to quote on android
Why no "Copy to draft quote" on android?
There is "Copy to draft invoice" but no "Copy to draft quote" on android. Please add it. Thanks.
1 voteHi J Phuah — thanks for sharing this idea with us! We’ve captured your suggestion and moved this to Gaining Support and it’s now open for community support so others can vote and add context. 👍 Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙
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Xero Accounting App - Option to submit a Bill or Invoice for Approval
I would like to see full Xero usage on the Xero app. In this case, the ability to submit bills for approval instead of the current options of save and approve only.
1 voteThanks for your feedback. We know that having the option to submit a bill or invoice for approval directly from the Xero Accounting app would significantly improve your workflow. As noted in the comments, users have the option to log into the web version of Xero on their mobile devices allowing them to submit bills and invoices for approval. ⭐ This allows you to perform the approval process on your phone, though it's not as seamless as a native app experience. At this time, we have to prioritize which features we bring to the mobile app. The primary focus of the Xero Accounting app is on quick, simple tasks, like creating basic invoices and submitting expenses. Complex workflows, such as bill and invoice approvals, are better suited for the desktop version due to their complexity and the constraints of the smaller mobile screen.We will continue to review and consider this…
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Invoice Reminders - Ability to send over due reminders from the Sales Overview Invoices page
Posting this again as admin totally missed the whole point in their response and gas lit the idea then closed the comments off like they had done something amazing.
Replying to the admin response:
Yes. Of course I am aware you can send automatic reminders and that is great if everyone is paying through a payment system and is automatically captured. Yet for businesses like mine where 99% of people are small businesses and pay by bank transfer, one must still manually go and consolidate payments. So automatically sending out reminders is redundant if you have to manually check everything…1 voteHey Jesse 🙂 We apologise for misunderstanding the original pain points in this idea you raised. We understand how time-consuming it is to re-send each invoice individually, and we appreciate you sharing your idea again on how this feature would help you get paid faster. Our product team is currently reviewing this idea, and we'll keep you updated on its progress. We're always looking for ways to improve cash flow management in Xero and appreciate your patience.
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Invoicing - Ability to edit /add the reference from the invoice overview page
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteWe're always grateful for your feedback and love hearing what features you'd like to see in Xero. We understand that being able to update the reference field directly from the invoice list page would save you time. While this isn't on our immediate roadmap, we're monitoring the demand for this feature. We'll be sure to post an update here if anything changes ⭐
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Invoice templates - Prevent past invoices from updating when a template is amended
Amendments to Invoice Templates.
If you make amendment to an Invoice, the amendment should only be applied from the date & time of the amendment & should Not apply the amendment to all your previous Invoices on your records already sent!
Note, currently the only way around this is to create a new template with the amendment.1 voteThanks Ian, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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