1081 results found
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billable items/add items to repeating invoices
It would be really useful to have the option to add one-time billable items to a repeating invoice and set them to be included on the next invoice automatically. For businesses that charge a fixed monthly retainer but occasionally add extra services, this would save time and reduce the risk of forgetting additional charges. The item could sit in a pending list against the customer and then be pulled through automatically alongside the standard repeating invoice when it is next raised.
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New Invoicing - sending by email
When sending an invoice by email, the addressee fields (TO, CC, BCC) pull in suggested email addresses from across the Xero organisation. This can be dangerous and easy to mistakenly send an invoice to a wrong person. Can there be settings to control this behaviour or even turn it off if desired?
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.
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Invoicing - E-Invoicing for South Africa
e-Invoicing is not (yet) available for South Africa.
Could you please make this available in South Africa?
1 voteThanks for sharing your idea for e-invoicing for South African organisations.
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Ability to add a future notification
It would be great if we can add a reminder that Rental should increase in a particular month.
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.
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Email notification about new invoice awaiting aproval
IIt would be great to have an option to notify, by email, the person who is entitled to approve the invoices that a new invoice is awaiting approval. This would work especially well in larger companies with multi‑level verification processes.
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.
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Quote in business name
If a customer wants a quote issued in a business name, I have to send an invoice because the Quote only uses the "Primary person-First name-Last name" fields, not the "Contact name" field (which can be a business name).
I've had to approve a quote to convert it to an invoice, send the invoice but advise the customer that it's only a quote...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.
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Create a Picking Slip from packing slips over a date range / invoice no.
As small market gardeners we currently utilize the invoice and packing slip within Xero which works and works for us well. My suggestion idea is to take the packing slips which identify how many of what items required and collate those into a printable or electronic report (picking slip) which provides a total no. of each of the items within the packing slips over a specified date range. look forward to feedback
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.
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User permissions - Read only access export all
read only is almost self defining - unfortunately read only users are not able to export (some) tables. The rational is that they are bundled with import. Can read only users have the right to export data.
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.
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Send
Problem
When sending Quotes and Invoices in Xero, users need a simple way to confirm who an email was sent to and keep a clear record of recipients within their email client.Current behaviour
If “Send me a copy” is selected, the sender receives a copy of the email, but it does not clearly include all recipients. To check who the Quote or Invoice was sent to, the user has to go back into Xero history and look up the details there.Suggested improvement
For both Quotes and Invoices, when “Send me a copy” is selected, include all original recipients…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.
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Add new invoice button on "view invoice" page
My workflow is - enter invoice. Approve. Add payment. View Invoice. Print PDF.
Then I immediately want to add another invoice but there is no "add new invoice" button on the "view invoice" page.
It would be great if the "add payment" didn't take you out of the invoice you were viewing and then even more great if there was an "add new invoice" button on that page.
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.
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Users with the 'Only create drafts' permission to be given access to print
The software shouldn't be restricting printing of a draft invoice at any stage of the process nor user settings.
Printing of draft invoice (even not finalized) is needed for documentation and accountability purposes!
Drafts only user cannot do this at the moment.Every company and with any software I have worked so far, printing is allowed and expected to be done, as a proof of work done, back up of what was submitted etc.
In our company we have more than one person workng on the same draft invoice.
How can I can prove that I have done my job…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.
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Feature Request: Quarterly, Six‑Monthly & Yearly Repeat Templates
Dear Xero Product Team,
I would like to request the addition of new repeat template options for invoices and bills—specifically quarterly, six‑monthly, and yearly frequencies. These options would serve as helpful reminders for generating invoices or bills based on each company’s specific requirements.
This enhancement would be especially beneficial for businesses and agencies involved in residential property management and lettings, as well as suppliers who rely on Xero for regular billing cycles.Thank you for considering this request.
Waqar Ahmad1 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.
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add payment
Why has Xero decided to now move where payments of sales invoice is added to the bottom of the screen whereas it use to open at top. It would be preferable that the "SAVE" button was the only thing moving to the bottom of the screen. ARghgh
I dont normally mark sales paid this way but in the case of "Cash sales" these get allocated to unallocated account so you have to manually enter but its annoying now that it pushes you to the bottom of the screen when you need to see the date of the sale to get…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.
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A feature to add permanent line items to invoice templates that automatically appear every time you create a new invoice
It would be great to have a feature to add permanent line items to invoice templates that automatically appear every time you create a new invoice. We require every invoice that we send out to include a FAF (Fuel Adjustment Factor) charge, and we would love the ability not to forget to add it to each invoice. I know you can do this in a 'Repeating Invoice' but this format does not suit us as none of our invoices are the same.
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.
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Invoice - Ability to use deposits without Stripe
Request deposit without a stripe account.
The new feature is only available with stripe account which take a fee. This is expensive for Invoices of high value, can we just have this feature without the stripe requirements please.
2 votesThanks for your feedback, Michelle. At this initial stage as we roll out deposits as you're aware this will only be available with Stripe. However, we understand there are differing user flows and would like to better gauge interest in the idea here.
We'll share if there are any updates.
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Statements by Credit terms
I have used other accounting packages and you can select terms as a method of who you wish to send statments too. ie 7 day Terms, or 14 Day terms etc etc It allows for easier follow up.
I find auto sending overdue invoices automatically upsets clients, especally if they are 5 days over and this covers 60 odd invoices. I have found in the past I get better response to regular statements being sent according to payment terms.
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.
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Invoice - add a link to go directly to related Stock Journal Transaction (Unleashed Invoices)
There is currently no way to locate the Stock Journal posting COGS for an invoice without do a search on the number and locating it separately. This is for invoices and Stock Journals integrating form Unleashed into Xero. It would be great to have a link on the invoice to go to the related Stock Journal.
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.
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All us to turn off autosave
Please allow us to turn off autosave. I know this has been "improved" but it is still taking up way too much time to raise an invoice. Autosave can be dangerous too because inadvertent changes get saved and we have no way of stopping that! The new invoicing, in general is less stable than the classic and autosave exacerbates the issues!
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.
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xero billing
Locating my Xero subscriptions invoices. I spent 20 minutes just trying to locate an old Xero subscription invoice. Here's just a little idea of how to make this action just a little more noticeable.
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.
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add payment option on invoicing
Invoicing Add Payment - can we please have the add payment option pop up in a separate box like it did before on the new invoicing. Now you have to scroll to the bottom of the page to enter details and add payment, but I have to scroll up to see my invoice number and reference and as I type, it scrolls back to the top.. like you're fighting with something that should be a 2 second job. Why does this need to be on the bottom and why did it change at all?
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.
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