1027 results found
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Hubdoc - Replace Invoice amount with Invoice Number in file naming convention
Currently, you can save invoice files in PDF directly from Hubdoc or via Xero once they are pushed over. However, Hubdoc's automated file naming format (ContactDateAmount) isn't practical. The invoice amount should be replaced with the invoice number instead. If we receive multiple invoices for the same amount on the same day, they are impossible to tell apart. Since the invoice number is what makes each document unique, it needs to be part of the PDF file name.
1 voteAppreciate your feedback here, Michael, however I want to be be open that while Hubdoc remains a core part of our offering, we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture tool.
This means that we don't have any plans for development of features within Hubdoc in the short term. Thanks
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Fix Contact Merchant Button Overlapping Custom Invoices on iPhones
Xero has confirmed that this is a known display issue affecting advanced invoice templates (DOCX) when viewed on iPhones.
The “Contact merchant” button overlaps the invoice content on smaller screens, making invoices look unprofessional and potentially obscuring important payment information.
The same invoice displays correctly on iPads and other devices, which confirms that this is a mobile compatibility issue rather than an issue with the invoice itself.
For businesses that rely on custom branding templates, switching to a standard template is not a practical solution. Asking customers to rotate their phones or adjust their viewing settings is also not an…
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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The ability to separate first and last name when creating new contacts on invoices
I want to have the ability to enter first and last name separately when creating new contacts on the invoices page. For most of the invoices I send, I have to create new contacts, and usually only I have a need to send invoices to each contact once. So I don't want to have to go to the contacts page every time I add a new contact on the invoice page, in order for the first name to be picked up in the email template via [Contact First Name].
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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Please can you stop creating a new invoice when generating a payment link?
I would like to be able to send a payment link to a customer without Xero creating a new invoice in the background.
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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Repeating invoice. Archived item codes showing
When you try to add an item to a repeating invoice it shows up archived item codes.
Pretty sure this is a bug
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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See a list of committed quotes containing a particular product
It would be good to be able to search for quotes based on the products in them.
Because when you open a product page, you can see how many are in committed quotes, but you can't see which quotes they are in. So you should be able to either click on this box and see a list of quotes the product is in, or be able to search the quotes list based off this product.
Unless you can remember who you quoted and accepted for a particular product, there is no easy way of finding it online while it is…
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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Please create import function for customer overpayment
For those bulk collections from an Online Travel Agency (OTA) platforms, which is a collection on behalf, every time I need to add the overpayment one by one to match with one total collection for multiple customers, so that it will reflect back to the correct customer and appear as credit in the activity statement.
If there is an import function for me to import overpayment (like the invoice import function), it can save half of the time using import function instead of adding the overpayment one by one in a single collection amount from the bank reconciliation.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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searching
Ability to search for key words in 'Title' of quote section under Customer.
Currently you can only search for Quote No. Reference and Customer
This does not help as I still have to scroll through all the quotes from a customer to find a specific part I have quoted1 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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currency conversion
We'd like to be able to switch off the currency conversion within the branding theme.
We've set up all or our templates using the branding theme and switched the currency conversion toggle to "off", assuming this would mean that the currency conversion box would not be included in the templates.
Unfortunately, it appears this isn't the case, and we're now facing a significant amount of work to go back through templates and remove the currency conversion back manually.
Please look into the option that if you switch the toggle to off, then the conversion box does not display.
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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for bill that are posted to the wrong GL account, can we have a function to do a reversal/journal to reverse that bill posted?
for bill that are posted to the wrong GL account, or wish to reclass to prepayment/accrual, can we have a function to do a reversal/journal on that bill posted instead of having to screenshot and go to manual journal and do a reclass. it will save a lot of time and reduce the effort of having to attach documents.
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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"Contact merchant" feature uses the organisation's reply-to email instead of the creator's login email
When customers go into the quote link in the email and click "Contact merchant" feature it uses the creator's login email instead of the organisation's reply-to email.
It would be better if the organisation's reply-to email is there instead to keep it private, or a function to disable this to prevent the log-in email from being used by customers
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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Project reports & sub categories
Not sure if this has been raised before but, can we have sub categories on projects? Or have the option to insert the tracking categories in the project reports? Most software has this option but I feel that Xero is lacking. Yes i can use the Tracking category feature but I am not able to get a project activity report (per project) with these listed on there. I would like about 10 project subcategories for example Labour, Materials, Staff costs etc. I have set up these as tracking categories (under a "project" heading) and can select them on each Bill…
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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custom templates
Custom Template - Currency specific bank details
Can bank details be added to a custom DOCX invoice/statement template as a merge field or placeholder that automatically identifies the currency and pulls through the corresponding bank account details?
We have 3 different bank accounts for different currencies, so ideally we’d like to use one template rather than having a separate template for each currency.
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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Correct how customer ledger is displayed
This is not an idea, it is a comment on how to correct Xero's BS system. A customer ledger is supposed to show a list of invoices, the amount of each invoice and whether each has been paid or not. But for some utterly unfathomable reason, the idiots at Xero seem to think that if you allocate an overpayment or credit note to an invoice, the invoice amount should show as 0. So I now have a ledger with a list of invoices all showing as 0 and I have to open EACH ONE individually to see what I have…
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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Sales Invoice - Include Attachments when sending invoices in bulk or significantly increase the number of lines that can be included on a sa
This is critical for a customer as they have significant low value transactions and can be invoicing in excess of 1000 lines a month.
Currently a separate Excel file is created and attached to the invoice, which summarises that totals say one line with Qyt of 1499 @ £7.50 and another line with Qty of 1350 @£27.00.
Each individual invoice is then sent out manually so that the attachment is included.
If the bulk send is used then the atrtachments are not included, even if the include attachments is ticked.
This must be fixed as the process is inefficient and…
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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Branding theme template - display of currency
Invoice template - option to have EUR or € rather than EUR€. If this needs to be EUR€, it would look more professional to have a space e.g. EUR €.
1 voteThanks so much for sharing this idea. We understand you feel clear, well-spaced currency details can help invoices look more professional. Your idea is open for other customers to vote and comment on, so please feel welcome to add your thoughts or share it with others who may find it useful. We’ll post updates here when we have them. 🙂
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Invoices - Reorder payment options
Hi team. Now the new surcharge regulations are enforced, is it possible for Xero to consider more flexibility with Invoice Templates and being able to reorder the payment options. In particular, I would prefer to have my direct deposit payment details above the 'pay online' card options. I have updated my invoice notes to say preferred payment is by direct deposit but it would be more useful for it to be the first option. Thanks so much, Kellie
1 voteHi Kellie, thanks for sharing your idea about reordering payment options on invoices. ✨
Your idea is open for votes, so other Xero users can show their support. The votes help us understand how much interest there is in this request. Please share the idea with anyone else who would find it useful and encourage them to vote.
We’ll keep you updated here if there’s more to share. Thanks again for helping us improve Xero.
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Invoices | Payment Follow-Ups - Ability to edit email templates
The new payment follow-up feature looks really useful, but the standard email template mentions an online payment link. I don't and will not use online payments, so this line needs to not be in the email. As the whole point of this feature is to smooth the relationship with late payers, the email coming from my organisation needs to be 100% accurate and not refer to services which I don't offer, so the presence of this line makes the whole feature useless to me.
1 voteAppreciate your feedback, Steve. It's good to hear how this feature would be useful to you, if you had more control of the email templates. I've shared this back with our product team and we'll let you know if there are any updates.
For now, we'll get a sense of wider interest for this, here.
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DOCX - Improve page-break and line item pagination
Hi Xero Team,
It would be helpful if Xero could improve the page-break handling for custom invoice templates.
Currently, when an invoice has multiple line items and the content extends to a second page, Xero may split a single line item across two pages. In some cases, only one word or a small portion of the line item appears on the next page, leaving a large amount of unused space on the previous page.
This makes the invoice look less professional and can make it more difficult for customers to read and understand the invoice.
It would be great if…
1 voteAppreciate you bringing this to the community. We understand the request for improved line-item pagination in custom DOCX templates, so descriptions and rows stay together where possible.
This could reduce the need to adjust templates manually to achieve a clean PDF layout.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would help your invoicing workflow.
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Email Templates - Add Invoice Date placeholder
Ability to add [Invoice Date] or [week ended] date to email subject in template. Client wants to be able to email a weekly invoice to his client without repetitive processing. This would allow the client to simply add the number of units each week and everything else be handled automatically.
1 voteThanks for bringing this suggestion to the community. We understand the request to include date-based placeholders in invoice email subjects so customers can quickly identify the relevant billing period.
We’ve updated this idea to Gaining Support so we can continue gathering feedback. Add your vote if this would improve your workflow.
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