69 results found
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Invoicing Template ability to remove web links
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…
26 votesHi 👋 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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schedule send
Schedule Send
Would be great if there was a Schedule Send option on invoices instead of having to log into XERO.
18 votesHi 👋 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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Branding - Additional reference fields for sales invoices
Allow users to enable additional, custom reference fields.
Please add the ability to enable additional, custom reference fields on sales invoices via the 'Edit Branding Theme' screen, to support business in the motor industry.
These fields would allow invoice issuers to record vehicle specific details such as:
- Make / Model
- Registration
- Colour or MileageCurrently Xero invoice only support a single entry reference field, and so users at present must rely on line descriptions or notes, which are inconsistent, unclear for customers, and increase queries and disputes. Competing software such as Quickbooks already support these additional invoice…
16 votesHi 👋 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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sub categories
Ability to have sub category line items so can for instance quote for a kitchen and it does a subtotal for that then quote a bathroom and it has a seperate sub total incl or excl GST then a final full total
12 votesHi 👋 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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Sales Order Entry
We switched over from QB and were told it would be so much better but come to find out there is no sales order feature and we are in shambles trying to find a workaround. I highly suggest XERO creates this feature to keep up with current programs and workflows.
9 votesHi 👋 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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Pro forma
Add a Pro‑Forma Invoice option to Quotes and Invoices.
Rationale: Many accountants and businesses must include issued invoices in year‑end accounts even when payment is not guaranteed.
A Pro‑Forma Invoice option would clearly distinguish non‑binding estimates from recognised billing, reducing accounting confusion and audit risk for clients. It would streamline workflows for firms that handle large numbers of contingent or advance quotes, improve accuracy in reporting, and make Xero more attractive to businesses seeking clearer revenue treatment—likely bringing new clients to the platform.6 votesHi 👋 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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everytime i update a price shange in an invoice, it should automatically update the price in the inventory system.
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
5 votesHi 👋 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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Multiple delivery addresses for drop shipping
Add multiple delivery addresses under one customer name for drop shipping.
5 votesHi 👋 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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preview quotes
As in creating an invoice, you can preview the invoice with the Preview button at the top right, It would be useful to be able to preview a quote in the same manner, rather then having to print to PDF? - I'm new to Xero so if I have missed anything then let me know.
6 votesHi 👋 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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Proposed Practice: Signed Acceptance for Quotes
As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.
Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if…
4 votesHi 👋 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 Accept/Decline email reply to address
Quote Acceptance/Decline/Contact Merchant Buttons on quotes - select Reply To email.
Please please please let us choose the "reply to" email address in settings for when a customer presses "Accept, Deline or Contact Merchant" button on emailed quotes!
At the moment the reply goes to the staff members personal log in email which is super inappropriate and means the company misses these emails, especially if that staff member has left the company or the bookkeeper etc finalises the quote. The staff should never receive those emails in their personal email unless we select it in the settings. Give us the…
4 votesHi 👋 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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branding theme editor
Hurry up and roll out the great branding theme editor shown in your video! I love it and want to use it. The one in the picture attached.
4 votesHi 👋 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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remitance
We process a large number of weekly payments in Xero,
and one of the biggest challenges we face is the time it takes to create and print batch payments.Currently, after selecting invoices from the Awaiting Payment tab and creating a new batch, we move to the Transaction: Batch Payment screen. At this point, the only option available is to generate a Batch PDF and then print it manually.
Because we handle anywhere from 25 to 55 batches each week, this “PDF first, then print” workflow is very time-consuming.
What I’d really like to know is whether there’s a way…
4 votesHi 👋 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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Search bar - Instant Search Focus for Faster Pasting / Typing
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.
How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the paste…
4 votesHi 👋 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 credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
3 votesHi 👋 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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approval of quotes
There is no facility in Xero to send a quote to a supervisor for approval prior to sending to the customer. It is essential the amount quoted to the customer is correct. I can submit invoices, bills and purchase orders but not quotes. Why not?
3 votesHi 👋 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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Once off clients
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
3 votesHi 👋 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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whatsapp
Email is now so over used, that generating sales invoices and sending via email is so ineffective. Can we have a way to send them at point of creation via whatsapp. I am having to follow up our invoices by whatsapp, as so few are actually seen by clients amongst the ton of junk email everyone now gets. It is so labour intensive. (Generating SMS would be useful too)
THIS IS ULTRA URGENT3 votesHi 👋 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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terms and conditions to invoice
Add terms and conditions to the bottom of all invoices on the "New Invoice Theme'
Our T&Cs for engagement are over two pages long; having it as a secondary document or at the end of the invoice would be great.3 votesHi 👋 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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duplicate line
Ability to duplicate a line/line item within an invoice AND bill so that it doesn't have to be entered again and again. This will go a long way to streamlining cost allocation.
Loadable internal templates for bills and invoices to be entered for the businesses who layout complex invoices/bills.
3 votesHi 👋 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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