1078 results found
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Invoicing - copy to bill
Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.
64 votesHi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
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Batch Deposit - Include over/pre payment when creating batch
Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.
Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.
63 votes -
Branding - Improve logo size and resolution on transactions
Ability to add bigger better quality logo's at the top of the body of invoices sent as emails.
132 px x 37 px ends up so tiny and always blury (I have tried all formats but some sort of extra compression is going on in the backend. Don't look so good for us graphic designers ;-)ps: screen shot attached so you can see where I mean, designscope logo always blury :-(
63 votesHi community, happy to provide an update to you all here. As some may have already started using - we've introduced our invoice template editor which is currently available to all NZ, AU, UK and US organisations and soon to be with all other regions.
Along with a slicker, smoother experience being able to customise and personalise the look of your invoices this new standard branding option has no restrictions on logo resolution or size. Find out more about this feature on Xero Central.
I'll be back to confirm once this has been release to remaining regions!
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Invoice Report - Including account, date paid and method of payment
I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .
63 votesThanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
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e-Invoicing - Verifactu support for compliance with Spanish tax agency
Verifactu is a mandatory invoice verification system in Spain, introduced by the Anti-Fraud Law, which seeks to increase transparency and tax control by automatically sending invoicing records to the Tax Agency (AEAT) in real time to prevent fraud. Supported invoicing programs must ensure the integrity, traceability and preservation of invoices, and include a QR code and the mention "Veri*Factu" in the document. Implementation is progressing, with the use of adapted software mandatory for taxpayers from July 2026.
61 votesThanks 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 votes and comments too!
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Invoice reminders - Option to send copy to self
It would be useful if copies of invoice reminders could be sent to myself, so we have evidence of the detail of the reminder that was sent.
Also, if invoice reminders get a reply, such as the person no longer works at a company, if would be helpful if those responses could be directed to my email. Also would be useful if we could get Read receipts on them.61 votesThank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.
We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.
Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.
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Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
60 votes -
Invoices - Xero to Create/Assign invoice number when importing
To make have Xero fill the invoice number automatically when customer importing invoices.
Purpose: To save users’ time rather than having to supply their own invoice numbers.
60 votes -
New invoicing: Remove / turn off online payments option
I would like the option to remove the 'set up online payments' box whenever I create a new invoice. For companies like ours who are never going to use this function, it's irrelevant and takes up unnecessary space (we use invoice finance and our clients don't pay us directly). Could there be a toggle button in the settings to be able to switch this off?
59 votesHi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
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Invoicing - Include PDF attachment when emailing invoice
When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.
59 votesThanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
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Xero Accounting app - Ability to send statements from the mobile app
Sending a activity statement or outstanding statement from the mobile app
59 votesHi everyone, thanks for your feedback on sending statements from the mobile app. We appreciate you sharing how important this is for managing your business on the go.
The product team have reviewed this idea and we're updating the status to Accepted, which means it's an idea they would like to explore, but it isn't currently on the roadmap. We'll keep you updated as things progress.
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Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
59 votesHi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
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Quotes - Access to contacts and adding details
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…
59 votesHi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.
I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.
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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.
58 votesThanks 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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Customer Payments - Payments on Account, instead of Overpayments/Prepayments
You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.
In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.
58 votes -
Invoicing - Sending Invoices by SMS
ADD SMS OPTION TO SEND INVOICE VIA SMS. LOT OF PEOPLE SEND VIA IPHONE OR IPAD ECT
58 votesHi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
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Quotes - Autosave
Hi
Would love to see the autosave available for Quotes. Often my clients are distracted whilst creating Quotes and when they've navigated to another section (rather than opening a new Xero tab), the Quote disappears!
For one of my clients, his quoting is very detailed and this process takes valuable time which he'd rather not have to repeat if the Quote is no longer there.
Invoices are autosaved of course, once a Contact is entered, so I would assume that the same principle could easily be applied to Quotes....
Thanks!57 votesHi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
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New invoicing | Send - Remove invoice amount from email
Please remove the invoice amount from the "New Invoicing"
This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.
56 votes -
Invoices - Email | Remove '' View Online'' option
We’re happy with the new edit template invoicing experience, but would like full control over what appears on PDF invoices, specifically the ability to remove the “View Online” button.
Many invoices are printed or saved for offline use, where web links don’t make sense and can look unprofessional. For some businesses and customers, digital links on formal invoice documents are unnecessary or confusing.
Suggested solution:
Add a simple setting or template option to enable/disable the “View Online” button on PDF invoices, so businesses can choose what works best for them.Since it is our business, we need to have more…
55 votesHi everyone, thanks for sharing and engaging here.
We've reviewed your idea and now it's up to the community to get behind and support it. We will monitor this space in the meantime for more traction.
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Stripe - Add multiple stripe connections
We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.
55 votes
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