303 results found
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Quotes - Import/Export ability
Ability to export and import quotes in Xero.
Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.
199 votes💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
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Invoicing - Show the credit note numbers that are applied on invoice PDF
Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?
please address this Xero!
117 votesThanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
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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.
82 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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Invoicing - Add Number of Days Overdue to Send Statements screen
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…
79 votesHi 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.
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Bills - Revert from Awaiting Approval back to Drafts
More than once I've accidentally clicked on submit for approval when I only wanted to save and leave the Invoice or bill in Drafts. It would be so handy if there was a 'revert back to drafts' option.
66 votesThanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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 .
66 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.
62 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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Quotes - Remove Deleted Quotes from the All list
Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
60 votesHi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
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Invoices - Customisable SMS templates
It would be great to customise the SMS message that is sent to customers and set up templates to ben used at different stages. E.g initial send versus reminder/follow up
57 votesThanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.
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Sales Invoice | Expected Dates - Bulk Update
The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.
The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.
Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.
54 votesHi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
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Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
54 votesHi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.
If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.
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Sales invoice - Option to add a new line between existing lines
Hi Community, we need to have the option to add a new line between the invoice instead to go to the bottom part of the invoice to create it, and then moving it where we need it, many times I need to add a line in a large invoice but to make it, I need to go down to the bottom part, add a blank new line and move it where I need. If we can just make right-click and add a new blank line where we need it, it will be easy to create or amend an invoice.
52 votesHi everyone, thanks for sharing your feedback on this idea.
We understand how being able to insert a new line exactly where you need it in a long invoice would make editing much quicker and easier, especially when you’re updating existing line items.
We’ve reviewed your suggestion and moved it to Gaining Support, so other members of the community can vote and add comments to share how this change would improve their invoicing workflow.
Please keep adding your use cases and examples — this helps our product team better understand the impact and where this could make the biggest difference.
We’ll continue to monitor the feedback here and share any updates as we have them
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Quotes - Preview option
Ability to have preview options for quotes
Purpose: To make sure that quotes can be printed nicely.
48 votesHi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
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Invoicing - Create a Credit Note from a Paid invoice
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…
43 votesHi 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.
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Invoices - Bulk send receipts for paid invoices
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.
43 votesHi 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.
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Short Term Cashflow - Combine existing invoices with predictions for future invoices
When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.
The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.
Proposed Solution:
- Combine existing invoices in Xero with predictions for future invoices.
- Automatically remove these predictions when an actual invoice is entered into the system.
41 votesHi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.
We've reviewed the idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.
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Branding - Additional reference fields for Motor Trade 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…
38 votesHi Susan, thanks for raising this here. Appreciate that there are certain fields which are required to process motor trade invoices. At the moment, the DOCX branding theme can be customised to show a few fields. However, we understand the need for custom fields so we'll open this idea up for the community to add their support.
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eInvoicing - Bulk approve & send
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.37 votesHi 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.
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e-Invoicing : Support France legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
34 votesHi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.
At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.
The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.
We’ll post updates here as soon as there’s more to share.
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Quotes - Send quotes via SMS
Send quotes and invoices via sms
34 votesHey team thanks for voting and supporting this idea! We’re continuing to gather feedback on this, and requests like this help build a clearer picture of customer demand and support for potential future improvements.While we can’t confirm if or when this functionality may be introduced, the interest has been noted 🙂
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