Invoices & quotes

496 results found

1. Invoice - Remove the first "view and pay online" link

   Please can you remove the first "view and pay online" link?
   It is only needed once and at the bottom of the invoice is sufficient.
   It also clutters up the page where the key invoice details are.

   I have highlighted it in a red square on my attachment.

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   5 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. Make Delivery Address OPTIONAL on Invoices

   Please make it OPTIONAL to have the delivery address appear on Invoices. Across dozens of businesses we use Xero for, none of them require a delivery address on the invoices. Currently the only way to avoid the delivery or "Shipping" address show up is to remove the information from the Contact details section. However, we want to retain our customers' street address information for our own reference, we do not want to delete it. If it is not workable for some companies to toggle the Delivery Address on or off in the template settings, at least please allow it to be selected/checked on or off when setting up each Contact.

   Please make it OPTIONAL to have the delivery address appear on Invoices. Across dozens of businesses we use Xero for, none of them require a delivery address on the invoices. Currently the only way to avoid the delivery or "Shipping" address show up is to remove the information from the Contact details section. However, we want to retain our customers' street address information for our own reference, we do not want to delete it. If it is not workable for some companies to toggle the Delivery Address on or off in the template settings, at least please allow it to… more

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   5 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. 🙂

3. Please change the delivery address addition to invoices as an opt in only!

   This newest 'upgrade' of adding the customer delivery address to invoices needs to be revised as an 'opt in ONLY' please (or add another address option for delivery and change the current one to 'physical' or 'street'.)

   We deal with a number of volume contractors, so all of our billable items relate to sites that are NOT our customer's head office address.

   Allowances need to be made for this and the current solution of simply removing the billing address from the contact is not the best solution as it means we lose this information completely from the customer record.

   Please fix!

   This newest 'upgrade' of adding the customer delivery address to invoices needs to be revised as an 'opt in ONLY' please (or add another address option for delivery and change the current one to 'physical' or 'street'.)

   We deal with a number of volume contractors, so all of our billable items relate to sites that are NOT our customer's head office address.

   Allowances need to be made for this and the current solution of simply removing the billing address from the contact is not the best solution as it means we lose this information completely from the customer record.

   Please… 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. 🙂

4. smart document capture- turn it off?

   Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately. In the interim, we are forced to do extra work outside of this process.

   Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately.… 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. 🙂

5. Reactivate Quotes that are Deleted by Accident

   Hi,

   Could there be an option to reactivate a quote if it was deleted, in error instead of having to copy the deleted quote to a new one?

   This is based on our business using Quotes like Sales Order.

   Thanks

   Dave

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   0 comments  ·  Quoting  ·  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. 🙂

6. Stop Using your Customers as Guinea Pigs for Debugging and Development

   Xero Customers pay a lot of money for a product that focuses advertising claims on simplicity, automation, beautiful accounting software, etc. It is really disappointing that radical changes are being made to core components are impeding the user and even putting businesses in a position of not being able to get paid properly - eg. screen layout and functionality is now ugly and cumbersome, invoice design is so unprofessional it looks like you are a scammer!

   In addition to forcing all these changes, Xero expects their customers to put forward 'ideas' which are in fact 'fixes' for the mess created.

   Not only that, users are now prevented from complaining, with commenting being disabled. That really prevents the true number of unhappy customers being published.
   It would be nice if Xero started treating their customers better. The product begins to fit the 'not fit for purpose' description when your clients have to debug the software, find work-arounds for something that no longer works..... Do Better Xero

   Xero Customers pay a lot of money for a product that focuses advertising claims on simplicity, automation, beautiful accounting software, etc. It is really disappointing that radical changes are being made to core components are impeding the user and even putting businesses in a position of not being able to get paid properly - eg. screen layout and functionality is now ugly and cumbersome, invoice design is so unprofessional it looks like you are a scammer!

   In addition to forcing all these changes, Xero expects their customers to put forward 'ideas' which are in fact 'fixes' for the mess created.

   … 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. 🙂

7. Be able to add in more than one logo into the new invoice template and to be able to add in additional information / make it more editable

   Be able to add in more than one logo into the new invoice template and to be able to add in additional information / make it more editable to make it more personal to the use. For example Gas Safe Logo and Oftec Logo for a plumber alongside license numbers and additional wording for advertisement.

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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. 🙂

8. currency

   Disclaimer: I am a user who manages the daily exchange rates in Xero.

   I’d like to suggest three improvements to the exchange rate functionality:

   1. Automatically apply exchange rates based on the selected date
      When creating a Receivable or Payable Invoice, the exchange rate should be automatically populated based on the currency rules set under Accounting Settings → Currencies for the date selected by the user. This would eliminate manual input and ensure consistency.

   2. Allow higher or unlimited decimal precision
      When setting daily exchange rates, please consider allowing unlimited decimal places, or at least a higher and consistent decimal limit across all currency transactions. Higher precision would result in more accurate converted amounts.

   3. Use consistent decimal precision between invoices and payments
      Currently, the exchange rate supports up to 10 decimal places on the invoice but only 6 decimal places during payment/settlement. This difference can cause a different converted amount even when the same exchange rate is used, resulting in a Realised Currency Gain/Loss due to rounding.
      For transactions settled on the same day, the invoice and payment should ideally use the same exchange rate and decimal precision, so unnecessary forex gains/losses caused by rounding differences can be avoided.

   Thank you!

   Disclaimer: I am a user who manages the daily exchange rates in Xero.

   I’d like to suggest three improvements to the exchange rate functionality:

   1. Automatically apply exchange rates based on the selected date
      When creating a Receivable or Payable Invoice, the exchange rate should be automatically populated based on the currency rules set under Accounting Settings → Currencies for the date selected by the user. This would eliminate manual input and ensure consistency.

   2. Allow higher or unlimited decimal precision
      When setting daily exchange rates, please consider allowing unlimited decimal places, or at least a higher and consistent decimal limit across… 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. 🙂

9. Scheduled Scheduled Send for QuotesSend for Quotes

   Hi Xero team,

   We'd love the option to schedule quotes to send at a later date and time.

   As a small business owner, I often finish quotes late in the evening after job site hours. I don't want clients receiving quotes at 11 PM, since it doesn't look professional and can set the wrong expectation about my availability. Right now my only options are to send it late or remember to come back and send it the next morning, which is easy to forget.

   It would be helpful to have a "Schedule Send" option on quotes (and invoices) that lets me:
   - Pick a specific date and time to send
   - Choose a quick option like "Tomorrow at 8 AM"
   - See and edit scheduled quotes before they go out

   Gmail and Outlook already offer this, and it would make Xero's quoting workflow much smoother for contractors and service businesses who do their admin after hours.

   Thank you for considering it.

   Jesse House
   Daydream Design & Build LLC

   Hi Xero team,

   We'd love the option to schedule quotes to send at a later date and time.

   As a small business owner, I often finish quotes late in the evening after job site hours. I don't want clients receiving quotes at 11 PM, since it doesn't look professional and can set the wrong expectation about my availability. Right now my only options are to send it late or remember to come back and send it the next morning, which is easy to forget.

   It would be helpful to have a "Schedule Send" option on quotes (and invoices) that lets… more

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   0 comments  ·  Invoicing  ·  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. 🙂

10. Allow merchants to restrict card types and international cards for Stripe payments

    Australian businesses using Stripe payments through Xero need greater control over which cards they accept.
    Currently Xero allows us to enable or disable “Card” payments, including at individual invoice level, but does not allow merchants to restrict card payments by card network or country of issue.
    We would like the ability to:
    - Accept Australian-issued Visa and Mastercard
    - Disable American Express
    - Disable international-issued Visa and Mastercard
    - Disable other higher-cost card networks where required
    - Apply these controls as organisation defaults, while retaining invoice-level Card on/off controls
    This has become particularly important following the removal of card surcharging in Australia. Merchants now absorb the processing cost, while different card types can have materially different processing fees.
    This is especially significant for B2B businesses where invoices can be several thousand dollars. Merchants should not have to choose between accepting every card type supported by the payment gateway or disabling card payments altogether.
    Xero already provides useful controls allowing Card and PayTo to be enabled or disabled on individual invoices. Extending this to card network and domestic/international card acceptance would give businesses appropriate control over their payment costs while still allowing them to offer convenient online payments.

    Australian businesses using Stripe payments through Xero need greater control over which cards they accept.
    Currently Xero allows us to enable or disable “Card” payments, including at individual invoice level, but does not allow merchants to restrict card payments by card network or country of issue.
    We would like the ability to:
    - Accept Australian-issued Visa and Mastercard
    - Disable American Express
    - Disable international-issued Visa and Mastercard
    - Disable other higher-cost card networks where required
    - Apply these controls as organisation defaults, while retaining invoice-level Card on/off controls
    This has become particularly important following the removal of card surcharging… 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. 🙂

11. When billing in Xero, is there any control that can be put in place to make sure that the branding theme currency matches the invoice curren

    When billing in Xero, is there any control that can be put in place to make sure that the branding theme currency matches the invoice currency?

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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. 🙂

12. Edit email templates for new Payment Follow-Up feature

    The new payment follow-up feature looks really useful, but the standard email template mentions an online payment link. I don't and will not use online payments, so this line needs to not be in the email. As the whole point of this feature is to smooth the relationship with late payers, the email coming from my organisation needs to be 100% accurate and not refer to services which I don't offer, so the presence of this line makes the whole feature useless to me.

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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. Treat Invoices quotes and proformas the same for entering

    Invoices / Quotes / Proformas all need to be exactly the same, and how you enter them exactly the same.
    All we need is the ability to store them and use them different.
    For example, a customer wanted a quote, and that needs all the details (except their order number) as a Pro-Forma or an Invoice.
    The Quote does not show the customer delivery details when you are entering a new customer [see below] so I had to go all around the houses to enter it, and then I had to print a PDF on the screen just to make sure the details were on it.
    This is another annoying example of XERO being design by engineers and management rather than people who use it day to day.
    Buck your ideas up XERO - start reading these very sensible and simple fixes in the product ideas.
    I'm still waiting for YOUR invoices to come to me as a pdf in your monthly emails, and I'm still waiting to send invoices to customers from the correct company email rather than the account one.

    Invoices / Quotes / Proformas all need to be exactly the same, and how you enter them exactly the same.
    All we need is the ability to store them and use them different.
    For example, a customer wanted a quote, and that needs all the details (except their order number) as a Pro-Forma or an Invoice.
    The Quote does not show the customer delivery details when you are entering a new customer [see below] so I had to go all around the houses to enter it, and then I had to print a PDF on the screen just to make… 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. 🙂

14. print options

    when previewing i would like to have the print option back as previously in the older version .
    so i don't have to download the invoice to print it and take extra time to print from a folder on my pc and then delete it again,
    i really enjoyed just previewing the invoice before saving and just hitting the print button there in the previewed page.

    •  

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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. Xero's short-term cash flow does not currently have that automatic deduplication logic. There is no setting that says "if the actual invoic

    Excluding recurring Invoices from Cash Flow Projections, once the Invoice has been raised to remove any duplicated cash flow?

    I want the system to be smart enough to automatically detect that a recurring invoice has already been raised as an actual invoice and then exclude the corresponding prediction from the cash flow projection without any manual intervention. Xero's short-term cash flow does not currently have that automatic deduplication logic. There is no setting that says "if the actual invoice already exists, auto-exclude the matching recurring prediction." The only options available today are the manual workarounds (turning off predictions or manually excluding individual ones), which doesn't properly solve the problem.

    What I'd recommend: Submit this as a feature request on Xero's product ideas forum so the product team can see the demand for it. You can do this at:

    Xero Product Ideas:

    Describe exactly what you've outlined — that the short-term cash flow should automatically exclude a recurring invoice prediction when the corresponding actual invoice has already been created. Other users can then vote on it, which helps prioritise development.

    It's a valid issue and the behaviour you're describing — automatic deduplication — is what most users would reasonably expect from the projection.

    Excluding recurring Invoices from Cash Flow Projections, once the Invoice has been raised to remove any duplicated cash flow?

    I want the system to be smart enough to automatically detect that a recurring invoice has already been raised as an actual invoice and then exclude the corresponding prediction from the cash flow projection without any manual intervention. Xero's short-term cash flow does not currently have that automatic deduplication logic. There is no setting that says "if the actual invoice already exists, auto-exclude the matching recurring prediction." The only options available today are the manual workarounds (turning off predictions or manually… 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. 🙂

16. Indexing repeat invoices and bills

    Being able to have a unique identifier attached to repeating invoices and bills would make it so much easier to be able to spot the repeating invoices in the accounts,

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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. 🙂

17. remove approve and email

    Ability to only approve & not email invoices. I use a third party program that sends send the invoices and I risk resending the invoices every time I approve in Xero

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    0 comments  ·  Invoicing  ·  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. 🙂

18. Quote to Invoice - carry documents over

    Currently, when creating an invoice from a quote, there is no option to carry along the documents to the invoice that are attached to the quote. We upload the purchase order to the quote, but then we have to upload it again to the invoice. There should be a tick box function, like there is for marking the quote as invoiced, to select whether to carry the documents over to the invoice, and even an option to select only some documents to carry over.

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    0 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. 🙂

19. Invoice Duplicate Detection

    Client has had recent issues with that they have made a set of duplicated Invoices (same Reference Number for the Job) but nothing flags on Xero to say it is a duplicate.

    So the Customer of the Client is now receiving Two Invoices for the One Job, it shows up on their side and they are the ones having to inform my Client that they are being charged again for a Job, so now having to make a lot of credit notes to clear all these duplicated invoices which could have been avoided if Xero flagged up the Job Reference being the same on the Invoice when being made.

    Client has had recent issues with that they have made a set of duplicated Invoices (same Reference Number for the Job) but nothing flags on Xero to say it is a duplicate.

    So the Customer of the Client is now receiving Two Invoices for the One Job, it shows up on their side and they are the ones having to inform my Client that they are being charged again for a Job, so now having to make a lot of credit notes to clear all these duplicated invoices which could have been avoided if Xero flagged up the Job Reference… more

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    0 comments  ·  Invoicing  ·  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. 🙂

20. Custom Invoice Custom Layout – Line Items Splitting Across Pages

    Hi Xero Team,

    It would be helpful if Xero could improve the page-break handling for custom invoice templates.

    Currently, when an invoice has multiple line items and the content extends to a second page, Xero may split a single line item across two pages. In some cases, only one word or a small portion of the line item appears on the next page, leaving a large amount of unused space on the previous page.

    This makes the invoice look less professional and can make it more difficult for customers to read and understand the invoice.

    It would be great if Xero could improve the pagination so that a line item is kept together where possible, or automatically move the entire line item to the next page when there isn't enough space for it.

    Thank you for considering this improvement.

    Hi Xero Team,

    It would be helpful if Xero could improve the page-break handling for custom invoice templates.

    Currently, when an invoice has multiple line items and the content extends to a second page, Xero may split a single line item across two pages. In some cases, only one word or a small portion of the line item appears on the next page, leaving a large amount of unused space on the previous page.

    This makes the invoice look less professional and can make it more difficult for customers to read and understand the invoice.

    It would be great if… more

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    0 comments  ·  Invoicing  ·  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. 🙂