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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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1065 results found

  1. From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.

    We need this functionality setting up as a matter of urgency.

    39 votes

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    Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.

    The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."

    Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…

  2. Currently, in the Automatic Sequencing setting, the invoice & credit note share the same number sequence. However, for tracking purpose, we prefer to have a separate number sequence for credit notes. Therefore, would like to request an additional 'Next Number' field for credit note, which can come with an option to share or not to share the number sequence with invoice.

    39 votes

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    11 comments  ·  Invoicing  ·  Admin →
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  3. Line items on a remittance. When making a batch payment the remittance should show a breakdown on the invoices paid with refernces, not just the total amount paid.

    39 votes

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     ·  14 comments  ·  Invoicing  ·  Admin →
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  4. On the "Send Statements" page...

    The address is not needed as the customer can be identified by their name or account number, and 99.9% of statements are now emailed anyway. Removing this would allow space for the two pieces of information that are necessary when individually chasing overdue payaments, plus one extra useful number... The date of the invoice, the date payment was/is due, and the number of days overdue.

    This could then be easily referenced when personalising the pop-up email box .... e.g. Your payment was due 30/11 and is now 35 days overdue. Please make the payment as…

    38 votes

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    3 comments  ·  Invoicing  ·  Admin →
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    Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.

    At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.

    We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.

  5. For volume based businesses, we lose money (30c per transaction) on the stripe fee we pay vs what we can pass onto the customer (because there's no option currently to just pass on the full fee, just a %). That % can't legally be higher than what we are charged, and we can't add the 30c fee to the % anywhere in settings. When we're processing 1,000 transactions per month, we lose $300 to fees. For a small business, this isn't justifiable. Most small businesses that have high volumes are low cost, so they rely on volume of sales to…

    38 votes

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    Hi team, we appreciate the interest and feedback around surcharging. While this is something our product teams reviewed we want to be open that this isn't something we have plans for developing at this time.

    For now, surcharging will continue to be a % fee with no flat rate fee option.

    We're continuing to watch the support for this here and will share if there are any updates.

  6. In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
    And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…

    38 votes

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    14 comments  ·  Invoicing  ·  Admin →
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  7. Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?

    38 votes

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     ·  18 comments  ·  Invoicing  ·  Admin →
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  8. If you receive a lot of payments on the same day (20th of the months) would be useful to select the paid invoices all at once and send the receipt to all clients at the same time rather than have to open every single transaction and send the receipts individually

    Alternatively could be a feature on invoices were you choose to send receipt automatically upon payment received.

    38 votes

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    19 comments  ·  Invoicing  ·  Admin →
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    Hi team, we appreciate there is some interest in this idea, however at this time we don't have any plans for enabling bulk send of receipts.

    For now, we'll continue to track the support in this idea. I'll share if there are any updates.

  9. Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.

    38 votes

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    19 comments  ·  Invoicing  ·  Admin →
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    Hi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks

  10. As it stands the "template" is largely superficial, whereas a template should be meaningful.

    When I think of invoice templates, I think: unit prices, quantities, etc... much like your "repeated invoices" except the repeated invoices don't include dynamic dates. Monthly billing for a team is a nightmare.

    So either expand the templates to include meaningful features, or add dynamic dates to the repeated invoices. Preferably the second option so I don't have to constantly rebuild invoices for my team.

    38 votes

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     ·  22 comments  ·  Invoicing  ·  Admin →
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  11. Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.

    Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.

    38 votes

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     ·  15 comments  ·  Invoicing  ·  Admin →
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  12. To make the credit card fee or online payment fee visible in the invoice.

    Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

    38 votes

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    Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

    Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

    Outside this service, while not automated there are ways to represent and pass on fees to your customers;

    • Add detail to your invoice payment terms so this is clear to your customer
    • If there is a default fee that'd be charged you might like to set this up…
  13. We raise an invoice to a client.
    They pay it.
    Then for some reason, something changes.
    We need to raise a credit note against that invoice!

    I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.

    What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.

    It is not an option within Xero to 'copy to draft' and create a negative…

    37 votes

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    10 comments  ·  Invoicing  ·  Admin →
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    Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.

    While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.

  14. When you update the inventory selling price of an item you expect that this is reflected when a repeated invoice is generated. This is not currently the case. The price is ONLY updated when you edit the repeated invoice. Please have an option box on the repeated invoice that allows inventory price updates on generation. Currently waste hours and hours and make mistakes every time an inventory item changes price. Logged support cases about this for years but trying here now. Huge time saver.

    37 votes

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     ·  13 comments  ·  Invoicing  ·  Admin →
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  15. A type of tax code should be possible in which the tax is subtracted from, rather than added to, the invoiced amount for that line item.

    Rationale: Many countries require that a foreign supplier's invoice be subject to withheld tax if the supplier doesn't have a satisfactory tax treaty entitlement.

    Example:

    We use a reverse-invoice process for our Australian supplier to record payments due to them based on our activity. This activity often attracts a royalty fee that we must pay.

    The UK requires us to withhold 5% of this royalty fee, and pay this over HMRC quarterly.

    To create…

    36 votes

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    9 comments  ·  Invoicing  ·  Admin →
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  16. Ability to track Sales representatives commission for each sale.
    Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.

    Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows

    36 votes

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     ·  12 comments  ·  Invoicing  ·  Admin →
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  17. Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.

    35 votes

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  18. In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.

    35 votes

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     ·  11 comments  ·  Invoicing  ·  Admin →
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  19. I hope xero has the functionality of e-invoicing to approve and send the multiple e-invoices in bulk.
    As this new invoicing does not allow it and make the task slower than the conventional xero way.
    I hope you'll add this suggestion on your product improvement and see xero functioning the next time around.

    35 votes

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    13 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, we appreciate the interest in being able to bulk approve and send einvoices from Xero.

    This is something our product team will consider in future planning however isn't on the roadmap right now, please do make sure you've added your vote and share any additional detail that may help in the teams review.

    We'll continue to track interest here and share if any plans are made.

  20. Why can’t Xero do basic spreadsheet-style paste???

    This is honestly ridiculous: in 2026, Xero still can’t handle basic multi-cell paste like every normal grid on the web.

    Everyone uses Excel, Google Sheets, Airtable. We copy blocks of rows and columns all day. In Xero, the same paste either dumps into one field or doesn’t work, so we’re forced into CSV import or manual entry. That is a massive waste of time for something that should be a baseline feature.

    There is no technical excuse here. Airtable/Sheets don’t do anything magical. In a browser, multi-cell paste is just:

    Clipboard text in…

    34 votes

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    2 comments  ·  Invoicing  ·  Admin →
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    Hi Nic, thanks for sharing this idea. We can see how helpful it would be to paste invoice details straight from a spreadsheet. It'd make the process faster and easier, especially for longer invoices.

    For now, one option is to use the Import feature. By pasting your spreadsheet data into Xero’s CSV template and uploading it, you can create invoices in bulk. It’s not quite direct copy-paste, but it’s a quicker way to handle larger invoices.

    We’ve moved this idea to Gaining Support to understand how many of you would find this useful. If you can, let us know what tool you’re copying from and which columns you’d most want to include, your feedback will help guide what we look at next.


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