1027 results found
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Invoice Reminders - Toggle invoice reminders off by default for new organizations
Don't have invoice reminders turned on automatically.
Would be good if the invoice reminders had to be turned on manually as many clients start invoicing from Xero and don't realise they need to turn this function off if they are not going to reconcile their transactions daily. Also having the first option as 1 day overdue causes a lot of stress for customers if they have paid but Xero hasn't been reconciled or the reminders turned off.1 voteThanks for raising this suggestion. Having invoice reminders disabled by default, or allowing businesses to choose their initial reminder timing during setup, could help avoid unexpected emails to customers.
For now, you can manage this under Invoice Settings > Invoice Reminders, where you can turn reminders off or adjust the overdue trigger days.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know what defaults would work best for your business.
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Awaiting payment
Ability to view bills awaiting payments by suppliers, aka a list of suppliers and total of invoices awaiting payment within date range, rather than a list of the bills themselves which can carry over several pages making bulk payments more complicated.
1 voteHi Jack, it sounds like the Payable Invoice Summary, or Aged Payables Summary reports would meet your needs here?
Both these reports can be adapted with filters and grouping.
Or can you share a little more information on your needs and steps you'd take from this view?
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Xero Accounting App - Pre-set invoice with items
I run a small food wholesale business and deliver to 30 stores per week. At each stop we determine what the store needs and what products are being returned as credits. Please let us create a reusable invoice in the Xero mobile app with our saved products and prices already as line items. The delivery driver could select the store, enter the quantities delivered, record credits and send the invoice to email or to mobile printer showing one net amount due. Right now the driver would have to add the same six products individually at every stop and cannot create…
1 voteThanks for sharing this idea, Jacob. We understand the request for preset invoice line items in the Xero Accounting app. This feature could make invoicing faster for delivery drivers who need to process orders on the go.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like preset items to work.
Regarding your idea on creating and applying credit note from the app, I've found a similar idea suggesting this and added your vote there.
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Subscriptions - Name of organisation for each direct debit on the bank statement line
When direct debit Xero subscription invoices, would be good if Organisation's name for each direct debit occurs, as having scenario of multiple organisations subscribed with direct debit from same account.
Understand we can open the invoice and allocate accordingly, however saves time if the bank transaction line indicates the Organisation name.1 voteThanks for sharing this idea, and for sharing that by showing the organisation name on each direct debit could make it easier to identify subscription payments when you manage multiple organisations from one bank account.
We'll open the idea up for votes and comments so others in the community can share their thoughts. Feel free to share it with colleagues who'd also like to see this, so we can get a sense of the interest from the community✨
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Inventory UK - Upcoming DRS (Deposit Return Scheme)
UK - Upcoming DRS (Deposit Return Scheme)
Is there an update being worked on for the DRS that comes in from Oct 27?
There will be a 20p per can/bottle added to each item sold B2B, so ranging from £1.20 to £4.80 per case that needs to be itemised separately on the invoice and isn't subject to VAT.
An option within Products & Services so the relevant amount can be added in each individual product would be ideal so case rates can be added.
1 voteThanks for sharing your idea about accounting for Deposit Return Scheme (DRS) deposits alongside tracked inventory. We'll open your idea to votes and comments so we can get a gauge of community interest and hear how others would use this. ✨
In the meantime, you can use a separate untracked item for the DRS deposit and add it as its own line to the relevant invoices and bills. Because the deposit is entered as an untracked item, it won't affect the quantity or value of your tracked inventory. We will monitor this and any updates will be posted here.
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Invoice Online Payments vs. Brand Template
The Brand Template might still have some unwanted online payment option present even when the individual invoice has all online payment methods removed. This has led to serious confusion with our Direct Debit / retained clients, who receive Repeat Invoices and felt obliged to pay manually all of a sudden on their monthly invoice.
This is further problematic because there's no email previou option for Repeat Invoices.
When online payments are disabled on an individual invoice, the brand template needs to mirror that behaviour without fail.
1 voteThanks for bringing this to our attention. When a payment service is selected in the branding theme, it can still appear on the invoice even after it’s removed from the individual invoice. Your idea is now open for the community to vote and comment on. For now, we’d like to get a sense of the support for this from the community. 👍
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Invoice template - Option to omit international country dialling code
Please allow us to remove the area code for the telephone section as our clients don't need to see the +44 in front of our number.
1 voteThanks for bringing this to the community. We understand the request for more control over how international dialing codes are displayed on invoices.
Being able to show a local phone number without the country prefix could make customer-facing documents easier to read.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your business, add your vote and let us know how you’d like the setting to work.
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Invoice Payment - Support ACH payments via Stripe for Canadian organizations
Please allow collecting ACH payments through Stripe for your Canadian customers, just as it's enabled for U.S. customers. I used to use GoCardless, but suddenly they suspended my account without explanation, claiming it's "under review," which is affecting all my recurring monthly charges. @Xero_team, please treat this as urgent and enable Stripe's ACH payment option for Canada.
Thanks
1 voteThanks for sharing this feedback. The main request is for Canadian organizations to be able to collect ACH payments through Stripe in Xero, similar to the bank debit options available in other regions.
This could give businesses more flexibility when setting up recurring customer payments and choosing their preferred payment provider.
I’ve moved this to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what you’d like the Stripe payment experience to support.
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Quotes - Track "Accepted" vs "Invoiced" status on sales quotes
In purchase orders, you can track "ordered" vs "billed". It would be very helpful apply that feature to the quotes, ordered vs invoiced.
1 voteThanks for highlighting this workflow, Vanessa. We understand the request for quotes to show how much has been invoiced versus the original accepted quote.
Having this information available at a glance could help reduce manual checks and make it easier to identify quotes that still have amounts or line items waiting to be invoiced.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and tell us what you'd find most useful to see.
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Xero Accounting App - Add/edit contact VAT numbers on mobile app
Please allow for the loading of a VAT number on the App. We are a mobile business that doesn't always have access to a PC
1 voteThanks for taking the time to suggest this. We understand the request to add VAT number to the contact details available in the mobile app could make it easier to keep customer records up to date.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know how you’d use the feature.
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Invoice Template - Allow custom labelling of Company Registered Number / CRN field in standard invoice templates
Company registered number appear to be labelled differently on the new invoicing templates, depending on the country of your entity.
For example, Ireland, the company registered number field is labelled "Registration number". In the UK the company registered number field is labelled "CRN" which isn't a common or well known abbreviation.
There appears to be no option to change this in the new template engine.
We would like to control the label of the Company registered number field, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout,…
1 voteThanks for sharing this idea. We understand the request to customise the Company Registered Number / CRN label on standard invoice templates.
Having control over the wording could make invoices clearer for customers and give businesses more flexibility over how registration details are presented.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what label you’d prefer to use.
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Invoice template - controls for business address line layouts on standard invoice templates
Business addresses appear to be formatted differently on the new invoicing templates, depending on the country of your entity.
For example, in the UK address fields are shown on separate lines. In Ireland, address fields are combined in two lines. There appears to be no option to change this in Template > Your Business address.
We would like to control the address layout, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout, that we otherwise love. Using DOCX isn't a suitable workaround.
1 voteThanks for sharing this feedback, Adam. Having the ability to choose how the address is split across lines could make invoices look more consistent with your preferred document layout.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your invoicing workflow, add your vote and tell us what address format you’d prefer.
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Invoice - Display an aging indicator or timeline directly on customer invoices
to be able to have aging on the invoice indicating current to 120 days due
1 voteThanks for raising this suggestion. The request is for an aging indicator or timeline on individual invoices showing how far an outstanding amount has progressed past its due date.
At the moment, you can refer to the "Overdue By" column in invoices Awaiting Payment tab.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share what aging information you’d want shown.
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Singapore e-Invoice - Validate credit note in Invoice Now
To have the ability to validate credit notes in Invoice Now that are not allocated to a sales invoice but are solely created to issue a cash refund.
1 voteAppreciate you raising this suggestion. Being able to send credit notes via InvoiceNow could make it easier to keep cash refund processes within the e-invoicing workflow.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share your use case.
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Invoice Layout - Customise position and alignment of invoice fields
I would like to provide some feedback on the new invoice format that was recently automatically applied to my account.
While I think the ability to see the invoice due date prominently at the top is a great improvement, it does come across as quite aggressive and I find the relocation of the Issue Date, Invoice Number and Reference fields from the top-right corner to be a significant step backwards.
It needs to be noted as well, that the position of the Invoice number now changes, depending on the length of information in the 'Reference' field. It is super annoying.
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1 voteAppreciate you raising this suggestion, Jennifer. Being able to control where key fields appear on an invoice could make it easier to work with high volumes of invoices.
For now, Custom DOCX Invoice Templates may provide an option to adjust the positioning of fields.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which layout controls you’d like to see
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Invoices - Import BCTI invoices
Xero should be able to import PDF BCTIs from other companies straight into Invoices, just like how Bills can be.
BCTIs are very commonly used and the amount of manual entry into Xero is excessive for our current time.1 voteAppreciate your feedback on how Smart document capture does not meet your needs, Sam.
We'll start to get a wider sense of interest and support for importing BCTI invoices like an upload feature similar to bills.
This isn't something we have plans for at present but we'll keep a watchful eye on this here, and share if there's any news.
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Invoice template - Separate field for Business name
The new layout is problematic. When you select either physical or postal address, the business name is also pulled into the invoice. I need a different business name on different themed invoices and the only way to do this is to turn off address and in the ADDITIONAL BUSINESS INFO section add BOTH my business name and the address.
It would be much better if there was a separate toggle for the business name or if the address box was reworded so it said BUSINESS NAME & ADDRESS BOX and displayed what it actually pulls through. Only displaying the address…
1 voteAppreciate wanting more clarity and control of the Business name that is shown on your invoices, TJ.
We'll start to gather interest from the wider community in this here. I'll be sure to update if there are any plans put in place to support this.
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draft invoices and quotes to PDF with only draft access
Someone with draft only access to be able to save their invoices and quotes as PDF.
1 voteHi Hannah, appreciate your feedback - Can you share a bit more of your business needs here and why it would be useful to be able to give a user Draft only role with the ability to Print or download a PDF?
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Sales list | Xero Network bulk send - Include PDF attachments
I would like to suggest an improvement to the Xero Network bulk invoice sending functionality.
Currently, when invoices are sent individually via Xero Network from the individual invoice screen, the invoice PDF can be transferred to the receiving organisation and appears under Related Files on the resulting draft bill.
However, when multiple invoices are selected from Sales → Invoices → Awaiting Payment and sent via Xero Network, the PDF is not attached to the resulting draft bill under Related Files. Instead, the PDF is treated as an email attachment/delivery.
I understand that a similar Product Idea has already been completed…
1 voteThanks for sharing here, Dean and appreciate you defining the difference in what you're after from what's available at an individual invoice level.
We'll start to gain wider interest from others in this here. While we don't have any immediate plans for developing this capability into the send flow at the list level it's something the teams can consider ass they plan future improvements in this space.
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XPH - Invoice details updated when invoice changed in Xero Blue
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
1 voteThanks for sharing this idea Ochie, and for explaining how seeing invoice details in Xero Green could help your team avoid duplicate billing 🙂 It’s now open for the community to show their support through votes and comments. If this would help your practice too, please add your vote and share how you’d use it. Hearing from others helps us understand the wider need.
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