Invoices & quotes

750 results found

1. Option to remove VAT from standard invoice template

   Recommendation to enable users to remove the VAT lines from a standard invoice template.

   It's not possible to edit or remove the Total VAT line on standard invoice templates in Xero. The VAT total line is a fixed element that appears on invoices when using the standard templates. Non-VAT registered businesses therefore have to use an advanced invoice template (DOCX) which for less IT-literate, is quite complicated to set up.

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   2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Quotes List -

   Quotes List - Show Job description in the list of quotes. I have multiple quotes per customer, and it is hard to search for a specific job.

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   2 comments  ·  Quoting  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL

   HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL

   I NOTE THAT XERO HAS RECENTLY ADDED A SUMMARY OF STATEMENT ACTIVITY TO THE EMAIL TEMPLATE (CLEARLY DIDN'T LISTEN TO THE FEEDBACK WHEN XERO DID THIS TO THE INVOICE TEMPLATE).

   PLEASE ADD THE FUNCTION TO HIDE THE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL TEMPLATE.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. 'Include with the online invoice' setting in templates for all invoices

   It seems I am only able to tick individual invoices to include the PDF attachment (invoice from our stock system) that is loaded on the Xero invoice. It would be extremely helpful to have the option to turn on the 'include with online invoice' as a default for all invoices.

   This would allow our customers to be able to download our itemised invoice via their statement rather than the basic Xero templated version.

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. New invoicing - Use '.' as separators in the date field

   New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.

   Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date

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   11 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.

6. We would appreciate the option to add a FAF (Fuel Adjustment Factor) in the form of a percentage of the total invoice

   We would love the option to add a variable FAF(Fuel Adjustment Factor) in the form of an added percentage of the total invoice, to the invoices we send to pur customers. Currently we have to work this out and enter it into each invoice manually which is very time consuming. If you could add a component to your invoicing that included an optional FAF which could work out the percentage for you that would be amazing. Considering nearly every transport and logistics company we know has now added a FAF to their charging due to the recent volitility in fuel prices, as a smaller company we would find this very helpful.

   We would love the option to add a variable FAF(Fuel Adjustment Factor) in the form of an added percentage of the total invoice, to the invoices we send to pur customers. Currently we have to work this out and enter it into each invoice manually which is very time consuming. If you could add a component to your invoicing that included an optional FAF which could work out the percentage for you that would be amazing. Considering nearly every transport and logistics company we know has now added a FAF to their charging due to the recent volitility in fuel… more

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

7. Invoicing | Tracking - don't override with contact default when copying invoice

   Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.

   New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.

   Classic invoicing did not have this error. Could you please fix it urgently?

   Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.

   New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.

   Classic invoicing did not have this… more

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   submitted  ·  9 comments  ·  Invoicing  ·  delete…  ·  Admin →
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8. Cash flow forecast using Quotes vs Purchase Orders

   Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

9. Repeating Invoices - Ability to bulk update repeating invoices

   Repeating Invoices - Ability to bulk update repeating invoices.

   We provide a subscription service which some of the 470+ customers have been using for years.

   At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.

   43 votes

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   submitted  ·  6 comments  ·  Invoicing  ·  delete…  ·  Admin →
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10. Invoice Reminder - Templates to apply to specific customers

    Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can default which project tracking new invoices are assigned can we have an invoice reminder ie none, 3 days, 7 days etc

    Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can… more

    30 votes

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    submitted  ·  0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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11. delivery address on invoice

    Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to an invoice? This is 2026, you really should be better than this by now.

    Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

12. Allow users to disable the new Bills split-screen layout and hide Xero bill payment promotion

    I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

    The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a specific one. The side panel adds visual noise and makes the interface more cluttered than it needs to be.

    This design also creates real workflow problems. I work on a large widescreen monitor with multiple applications open at the same time. The new layout forces the Xero window to be significantly wider just to make the interface usable. That disrupts an efficient multi-window workflow and makes it harder to work quickly.

    Even more frustrating is the constant promotion of Xero’s bill payment service. Many businesses, including ours, do not use this feature and have no intention of using it. Our payments are handled through methods such as Zelle, ACH, checks, Cash App, Venmo, and e-checks so we can pay vendors immediately when needed. We do not need a third-party payment service inserted into our workflow, especially one that adds additional costs.

    What used to be a simple process of opening a bill and recording a payment now involves navigating through extra interface elements and promotional prompts that are not relevant to how we operate.

    In fact, since this new layout was introduced, our team has had more incorrect entries in the past week than we have had in years. The screen has become busier, the correct action is harder to locate quickly, and it slows down work that used to take seconds.

    The most frustrating part is that the simplicity of Xero was the exact reason many of us chose it over QuickBooks in the first place. If Xero continues moving in this direction and overcomplicating the interface, it removes the main advantage the platform once had.

    At the very least, users should have the option to control this behavior.

    Requested solution

    Please add the following options:

    • A toggle to disable the Bills split-screen layout and open bills in a full-page view
    • A setting to hide or disable the Xero bill payments section for organizations that do not use the feature

    Businesses should be able to choose the workflow that best fits their operations.

    I want to be very clear about this. If these issues cannot be resolved and users are forced to work with this new interface permanently, we will be moving our accounting back to QuickBooks. That is not something I want to do after more than a decade with Xero, but the current changes are making the software significantly harder to use than it used to be.

    It would be extremely disappointing to leave a platform that we have recommended to so many others, but usability and workflow efficiency matter.

    If other long-time users feel the same way, please vote for this idea so Xero can prioritize fixing the Bills interface and restoring the simplicity that made the platform great.

    I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

    The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a… more

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    1 comment  ·  Payment services  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

13. Attaching photos

    Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

14. Cashflow Manager

    Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

15. Invoicing - Add Expected Invoice Payment Date within Invoice

    Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.

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    submitted  ·  27 comments  ·  Invoicing  ·  delete…  ·  Admin →
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16. Sales Invoice - Ability to enter new contact first/last name from an invoice

    When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.

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    13 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?

17. Using AI on bills uploaded to Files

    Many of my clients upload supplier invoices directly to Xero, where they appear in the Files section.
    Currently, when selecting an uploaded invoice and choosing Add to new → Bill, Xero creates a blank bill rather than extracting and pre‑filling the invoice details. In contrast, invoices received via Email to Bills are automatically processed and prefilled using OCR/AI.
    It would be extremely helpful if invoices uploaded to Files could be processed in the same way, allowing Xero to prefill a new bill using AI or OCR. This would avoid the need to ask clients to change the email address they use to send documents into Xero and would significantly improve efficiency for practices managing multiple clients.
    Please consider adding the ability to apply the same AI bill‑creation logic used by Email to Bills to invoices uploaded directly to Files at the discretion of the person reviewing the file.

    Many of my clients upload supplier invoices directly to Xero, where they appear in the Files section.
    Currently, when selecting an uploaded invoice and choosing Add to new → Bill, Xero creates a blank bill rather than extracting and pre‑filling the invoice details. In contrast, invoices received via Email to Bills are automatically processed and prefilled using OCR/AI.
    It would be extremely helpful if invoices uploaded to Files could be processed in the same way, allowing Xero to prefill a new bill using AI or OCR. This would avoid the need to ask clients to change the email address they… more

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    1 comment  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

18. Send statements via SMS

    Send statements via SMS as well as email

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

19. Send invoices and quotes directly via SMS/Text message, without the need to send via Email first

    Send invoices and quotes directly via SMS/Text message, without the need to send via Email first.

    Also, the ability to send via SMS/Text message from the (iPhone) app.

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

20. New invoicing - When sending show organisation's trading name at top of invoice

    The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.

    223 votes

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    93 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.