1027 results found
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Prepayments - Ability to set a custom allocation date
Prepayment allocation doesn't work for us as the dates are incorrect.
We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.
Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.
I would request we have a further option to add a custom date of when the prepayment was actually allocated.
We have frequent…
1 voteAppreciate you raising this idea. We understand the request to set a custom date when allocating a prepayment to an invoice. This could make it easier to keep the allocation date aligned with when the funds are actually applied.
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 let us know how you’d like the allocation date to work.
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Invoice templates - Ability to change position of Attention to
In new invoicing, please allow the option to shift where certain lines display. For example, the "attention" line is now above the business or contact name. While it's crucial to include "attention", we need the choice of where that line appears.
Also, we need the ability to change font sizes. From a design perspective, the balance of amount due and due date do not align with the other invoice elements, including the title "Invoice". We would like flexibility to adjust these items to reflect a more tasteful invoice design that aligns with our brand.
Thank you for your consideration.
1 voteHi Kristin, appreciate your feedback here. We have an existing idea around the ability to change the font size that I've just added you as a voter to so you'll be kept in the loop of any news.
I've slightly amended the title of your idea here so we can get a wider sense of interest in being able to change the position of the Attention to detail. We'll let you know here if there are any plans made around this.
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Quotes - Update quote after invoicing backorder
When invoicing from the quote have the quote be updated after what was invoiced just like how the feature is for the purchase orders
1 voteThanks for your idea, Leona. Trying to better understand your business processes here, can you share the sort of updates you'd expect to be made to an associated Quote when an invoice backorder is placed and why this would be useful?
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Invoice Notification - Customer generated notes
Currently, Xero doesn't send notifications or alerts when recipients add messages to invoices. You'll need to manually check the History & Notes section of each invoice to see if a recipient has sent a message, such as the reason for non-payment. It would be helpful to receive some notification of when an invoice recipient has provided a response that is automatcally turned into a system generated note.
1 voteHey Christie, thanks for raising this Idea with us. Its always great to hear from our customers on the things you feel would make your Xero experience better. This Idea is now available for others to vote and comment on. The next step is to share with friends and colleagues so they can add their own experiences, and how this would improve their business processes.
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Invoice Receipt - Enable receipt when invoice fully paid (not part payment reciepts)
Now that XERO has the deposit payment option within invoices it would be great to be able to generate an invoice level receipt, when getting multiple payments on an invoice having to go into each one to generate the receipt then go and attach individual PDFs to the email is frustrating. Sure, at a payment level if you want to send receipts at each payment then keep that but once a job is complete and fully paid being able to generate just 1 receipt with all payment would reduce time spent.
Unless I'm missing something i also dont think a…
1 voteThank you for sharing this feedback.
We understand that when an invoice is paid through multiple part-payments—for example, a deposit followed by the remaining balance—you would like to send your customer one receipt for the full invoice once it has been paid in full, rather than sending a separate receipt for each payment. We’ve captured your feedback for consideration. If this would also be useful for your business, please vote for the idea and add a comment explaining how you currently manage multiple-payment invoices. This will help demonstrate the need for the improvement.
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Invoicing - Improve visibility of Voided/Deleted invoices
When an invoice has been voided, Xero should clearly display VOIDED on the invoice itself.
Currently, opening a voided invoice gives very little indication that it has been voided. The user has to expand History and notes to discover this.
Voided invoices are also excluded from the normal All invoices view unless the user opens Search and selects the small Include Deleted & Voided checkbox.
This makes it unnecessarily difficult to understand what has happened, particularly when an external system or integration has created a replacement invoice.
I would like:
A prominent VOIDED status/banner when viewing the invoice.
Voided invoices…1 voteHi Andrew, just rounding back to your idea here - I wanted to highlight that we have an existing idea for having a separate tab for voided and deleted invoices, that I've added your vote to.
These are purposefully excluded by default to prevent confusion when quickly assessing an orgs invoices, so attention is drawn to those needing attention.
We don't have any plans to change how these are shown at present but we'll get a clearer understanding of interest from your idea here.
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Repeating Invoices - Automatically include past due balances to repeating invoices
Add an option to put any past due amounts on recurring invoice templates. While sending past due reminders is nice, if you have that recurring invoice going out - why not have line item for any past due amounts as well.
1 voteThanks for bringing this suggestion to the community. We understand how automatically showing an outstanding balance on the next repeating invoice could reduce extra steps when managing overdue accounts.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
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Repeating Invoices - Add one-off charges or additional line items to repeating invoices
Add one-off charges to repeating invoices. Queue a charge to a client's future repeating invoice. This will avoid having to bill separately and forgetting to add the charge after the invoice is created.
1 voteThanks for sharing this idea. We understand the request to add one-off charges to a repeating invoice without changing the recurring template. Being able to include additional work or expenses on the next invoice could make recurring billing more flexible.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what types of charges you'd like to add.
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Invoices - Show the Contact Group within an invoice
Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.
1 voteHi, thanks for taking the time to raise this idea ✨ and for explaining how showing the Contact Group while Invoicing would be a benefit to your business
Other community members can now vote for this idea and add comments to share how this would help them. The level of support and feedback will help us gauge community interest and understand the impact across customers, which helps inform future improvements. We’ll continue to review the feedback, any post any updates here.
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Send e-invoices through Xero to Sweden via the Peppol network
It has now become mandatory to email clients in Sweden via e-invoicing through the Peppol network. I know other countries have support through Xero for e-invoicing. Please can Sweden be included in the regions e-invoicing is available for. Thank you.
1 voteThanks for sharing this suggestion. We understand the request for Xero to support sending e-invoices to Sweden based businesses through the Peppol network.
Adding Sweden to Xero’s supported Peppol network could make it easier for businesses to manage e-invoicing directly from Xero, without relying on a separate access point. I’ve updated the status to Gaining Support so we can continue tracking community interest.
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E-Invoicing - Include Xero Inventory Item Code in Peppol XML SellersItemIdentification schema
When a sales invoice containing inventory item codes is sent from Xero through Peppol, the Xero Item Code is not included in the resulting Peppol invoice XML.
For example, a Xero invoice line contains:
Item Code: [ITEM CODE]
Description: [ITEM DESCRIPTION]
Quantity: [QUANTITY]
Unit Price: [UNIT PRICE]However, the Peppol XML only contains the item name or description and does not include the following element:
<cac:SellersItemIdentification>
<cbc:ID>[ITEM CODE]/cbc:ID
/cac:SellersItemIdentificationPeppol BIS Billing 3.0 defines cac:SellersItemIdentification as the field for an identifier assigned by the seller to an item. The Xero Item Code therefore appears to be the appropriate source…
1 voteAppreciate you bringing this to the community. Having the Item Code included as the seller's item identifier in Peppol invoices could make automated matching easier for receiving systems.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and let us know how you'd expect the Item Code to be handled in the Peppol output.
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Invoice + Payroll Integration: Sync Employee Hours directly from Invoice Line Items
I’d like to suggest a couple of updates that would save us significant administrative time and eliminate double-handling. Adding an employee column (allow us to name them separately from their legal name as to protect their privacy) to invoice line items so logged hours sync directly into payroll would be a game changer, allowing units to flow straight into pay runs with the correct pay items applied based on the specific day and time worked. On top of that, adding date and time columns to line items along with more flexible recurring invoice logic - such as having last fortnight’s…
1 voteThanks for sharing this. While you can currently sync project time to payroll timesheets, pulling hours directly from sales invoices into payroll isn't possible.
Although this isn't on our immediate roadmap, we'd love to hear how valuable this would be to the community. Please consider sharing this post with colleagues so they can add their vote!
In addition to voting, feel free to leave a comment detailing how this integration would improve your day-to-day workflow in Xero.
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Bills - Always display the 'Paid From' bank account on the View Bill screen
I want to recommend that the View Bill screen always includes Where Paid From regardless of how one gets to the screen. The "Where Paid From" information is lost if one gets to View Bill froma report. I also want to recommend a report of where Payments Originate From is cited. AT present, if one hits the wrong Pay From account, the existing reports make it hard to find the error.
1 voteHi Bruce, thanks for starting this thread and sharing your feedback. We understand the request to have the “Paid From” bank account shown directly on the View Bill screen, regardless of how you access the bill. Having this information visible at a glance could make it easier to review payments and confirm which account was used.
I’ve updated the status of this post to Gaining Support so we can continue tracking interest from the community.
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Invoicing - Ability to add multiple contacts or party details to sales invoices
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the jobAt the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add…
1 voteThanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
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Invoicing - Add 'Send Email' action button alongside 'Send SMS' on invoice view screen
For a lot of businesses, sending invoice copies or reminders by email is the main way of communicating, not printing PDF or sending an SMS (not relevant sending to a business client).
Currently it's a 2 click process to get to the email screen which is time consuming when sending numerous invoices so if a Send SMS button can be added, why not an email button.
Print PDF could be moved to the 3dot options list.1 voteThanks for highlighting this improvement, Karen. We understand the request to make Send Email a more prominent option on the invoice screen. This could make it easier to send invoices without additional clicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this could fit into your invoicing workflow.
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Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
…
1 voteAppreciate you raising this, Catrina. We understand the request for PDF/A-compliant invoices to meet the ISO 19005 requirements.
I’ve moved this to Gaining Support so we can continue gathering feedback. Could you confirm whether this is specifically for invoices being sent to your larger corporate customers? If there’s another area of Xero where you need PDF/A support, please share a bit more detail about where this applies.
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Invoicing - Add printable customer letter templates for overdue invoices
In Sage 50 Accounts Professional, we use the built-in PI Chase Letter functionality as an important part of our credit control process.
When an invoice reaches 30 days overdue, we print and post a PI Chase Letter 1. If we receive no response, we then print and post a PI Chase Letter 2. These letters are generated automatically using predefined templates, which we print on our company letterhead and send by post.
A key feature is that the letter includes an itemised summary of the customer's outstanding balance, showing:
Invoice number
Invoice date
Details/description
Amount outstanding
Total balance dueThis…
1 voteHi Molly, though we don't have intentions of developing the exact same functionality as competitors, we are working on a feature to help you get paid without having to chase.
You can register your interest for this now. You'll be able to turn this on for your preferred contacts. JAX will monitor open invoices and create a personalised plan for each customer.
Customers will receive a consolidated statement and a well timed nudge. 🙂
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Invoices - Option to set date for all transaction entry
I would like to be able to change the overall system date from the current date to a date of my choosing, providing it is after the lock date. I was a long term Sage user and there I had the option to select a 'system date' so that if I had many transactions to post on a certain date I would not have to change that manually each time. For example today's date is July 15th, but I have credit notes to post all dated June 30th, so why can't I change the system date to June 30th? We…
1 voteThanks for highlighting this improvement.
Having the option to set a session date for transactions entry could make the process quicker by applying the same date to multiple entries. At the moment, you can consider importing the credit notes in bulk instead.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Invoicing - Add Title field for invoices that's visible on invoice list
It would be helpful to have a the title line show on the Invoice list as it does on the quotes screen. This is helpful for when you are trying to find an old invoice without having to click through each individual one.
Same would also be helpful on the bills page as it would make it much faster to find the correct bill especially when you have numerous ones from the same supplier like my company does.1 voteThanks for raising this suggestion. We understand the request to display a custom invoice title directly on the invoice list. Having more context available at a glance could make it easier to find the right invoice.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd use the title field.
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Stripe- Bulk Payment for Foreign Currency Invoices
Currently, the bulk payment option through online statements works effectively for invoices in the base currency. However, when dealing with foreign currency invoices, customers are required to pay each invoice individually. This creates additional friction and inefficiency in the payment process, particularly for businesses managing multi-currency transactions.
We would like to propose the development of a bulk payment feature that supports foreign currency invoices as well. This enhancement would streamline the payment process for international customers, reduce administrative overhead, and improve overall customer experience.
Thank you for considering this request. We look forward to hearing your thoughts and any potential…
1 voteThanks so much for sharing this idea. We can see how helpful it would be to let customers pay foreign currency invoices in bulk from statements, rather than needing to open and pay each invoice individually. For businesses working across multiple currencies, this would make the payment experience much smoother and save time.
We’ve reviewed your idea and are moving it to Gaining Support so we can continue to track interest and hear more from others who’d benefit from this.
If this would help your workflow, please add your vote and share any extra detail about how you use it — that context is really valuable for the team 💙
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