Invoices & quotes

591 results found

1. Link Contacts to Invoice - Clients with Multiple Contacts

   It would be great to be able to select certain contacts for certain invoices.

   We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.

   Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no way to edit who gets the reminder emails.

   It cannot be best practice to have to have multiple "Company X" client profiles with unique names like"Company X - John" and "Company X - Sam".

   Does anyone else have a way they deal with this problem? Seemingly, if we had the functionality to link certain contacts to invoices (it could always default to all contacts of that client, but allow you to edit) this would be solved.

   It would be great to be able to select certain contacts for certain invoices.

   We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.

   Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no… 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. 🙂

2. New invoice templates do not hide foreign currency conversions

   Ability in new invoice templates to hide foreign currency conversions like you could do with the prevoius templates.

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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. Having Ability to place a customer on hold, once invoice is overdue not just based on account limit

   Ability to place a customer on hold, once invoice is overdue not just based on account limit

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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. Auto-Save Quotes While Editing

   It would be incredibly helpful if Xero could automatically save Quotes while they are being edited (for example, every 1 minute or after a period of inactivity).

   Currently, if a user is working on a quote and experiences a power outage, internet interruption, browser crash, or accidentally closes the window before manually clicking Save, all work completed since the last save is lost. This can be extremely frustrating and time-consuming, particularly for more detailed quotes.

   If this functionality does not already exist, an auto-save feature that periodically saves a draft in the background would greatly improve the user experience.

   Even an optional setting that allows businesses to enable or disable auto-save, or choose the save interval, would be a valuable addition.

   It would be incredibly helpful if Xero could automatically save Quotes while they are being edited (for example, every 1 minute or after a period of inactivity).

   Currently, if a user is working on a quote and experiences a power outage, internet interruption, browser crash, or accidentally closes the window before manually clicking Save, all work completed since the last save is lost. This can be extremely frustrating and time-consuming, particularly for more detailed quotes.

   If this functionality does not already exist, an auto-save feature that periodically saves a draft in the background would greatly improve the user experience.

   Even… 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. different email address

   More & more customers/suppliers are wanting their invoices sent to one email & statements sent to another & suppliers want purchase Orders to one & remits to another. An option to have multiple emails and tick box on what is sent where would be very helpful

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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. 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.

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   submitted  ·  8 comments  ·  Invoicing  ·  delete…  ·  Admin →
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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. Copying an invoice or quote link is logged as editing

   Please change this process as it is not actually making any change to the invoice or quote. We're only copying the URL. I got in trouble because I was accused of making changes to an invoice when in fact I only copied the URL.

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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. Show GoCardless invite link in contact page

   In the Xero Contact details page, it would be really useful if the GoCardless invite link was shown, at the moment we have to log into GoCardless separately and find the link to invite new customers. it would save time logging into separate sites.

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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. Option to automatically email out invoices when paid

    There should be an option to automatically email customers a paid tax invoice or receipt whenever an invoice is marked as PAID.

    Our business integrates with several sales platforms, where both invoice creation and payment allocation are fully automated. We process many thousands of invoices each month, so manually opening invoices or batch-sending receipts is simply not practical.

    I appreciate that not every business would want this functionality, but there should at least be an option within Xero's settings to enable or disable automatic sending of paid invoices or receipts.

    This would be a valuable time-saving feature for businesses with high transaction volumes and would align with the automation capabilities already available elsewhere in Xero.

    There should be an option to automatically email customers a paid tax invoice or receipt whenever an invoice is marked as PAID.

    Our business integrates with several sales platforms, where both invoice creation and payment allocation are fully automated. We process many thousands of invoices each month, so manually opening invoices or batch-sending receipts is simply not practical.

    I appreciate that not every business would want this functionality, but there should at least be an option within Xero's settings to enable or disable automatic sending of paid invoices or receipts.

    This would be a valuable time-saving feature for businesses with… 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. I waant to recommend that the View Bill screen always includes Where Paid from regardless of how one gets to the screen.

    I want to recommend that the View Bill screen always includes Where Paid From regardless of how one gets to the screen. The "Where Paid From" information is lost if one gets to View Bill froma report. I also want to recommend a report of where Payments Originate From is cited. AT present, if one hits the wrong Pay From account, the existing reports make it hard to find the error.

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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. Add multiple party details to invoices for maintenance and rental property businesses

    Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.

    A common example is a rental property maintenance workflow:

    Bill To: Rental agency / property management company
    Property Owner: Landlord / client
    Tenant: Occupant of the property
    Service Address: The physical address where the work was completed
    Rep / Technician: The staff member or contractor who attended the job

    At the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.

    Suggested Feature:

    Add dedicated fields on invoices for:

    Bill To (customer)
    Property Owner
    Tenant Name
    Service Address
    Rep / Technician Name
    Job Reference / Work Order Number

    These fields should be available on both quotes and invoices and be optional depending on the business type.

    Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.

    A common example is a rental property maintenance workflow:

    Bill To: Rental agency / property management company
    Property Owner: Landlord / client
    Tenant: Occupant of the property
    Service Address: The physical address where the work was completed
    Rep / Technician: The staff member or contractor who attended the job

    At the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.

    Suggested Feature:

    Add… 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. 🙂

13. Improve invoice template editing and provide more flexible custom branding options

    Xero’s current invoice customisation options are still very limited, especially for businesses that require highly customised invoice layouts.

    The DOCX custom design templates are not very user-friendly and often require advanced Microsoft Word formatting knowledge. Small layout changes can easily affect the entire template, making ongoing maintenance difficult for accounting firms and business owners.

    Although the newer invoice branding and template editor has improved the overall appearance of invoices, it still does not provide enough flexibility to create invoices that truly match a business’s existing branding and operational requirements.

    This is particularly important when onboarding clients to Xero. Many of our clients are extremely particular about how their invoices look and function. They often have long-established Word templates that include specific layouts, approval sections, signatures, custom tables, delivery information, and branding elements. In many cases, they are reluctant to move away from these Word templates because Xero cannot currently reproduce the invoice design they require.

    As an accounting firm, we frequently encounter situations where a client wants to adopt Xero, but the inability to create an invoice that matches their existing business document becomes a major obstacle to implementation.

    Suggested Improvements:
    A true drag-and-drop invoice designer
    Free positioning of fields, logos, text, and tables
    Custom sections and conditional fields
    Better control of spacing, margins, page breaks, and column layouts
    The ability to create multiple document types (invoice, quote, job card, delivery note, pro forma invoice) from a single template without editing DOCX files
    Why this matters:

    A modern and flexible invoice designer would help businesses fully transition from Word-based documents to Xero-generated documents, improve client adoption of Xero, reduce manual document preparation, and allow accounting firms to implement Xero more successfully across a wider range of industries.

    Many clients are not asking for a different accounting system—they simply want Xero to generate invoices that look and function the way their business requires.

    Xero’s current invoice customisation options are still very limited, especially for businesses that require highly customised invoice layouts.

    The DOCX custom design templates are not very user-friendly and often require advanced Microsoft Word formatting knowledge. Small layout changes can easily affect the entire template, making ongoing maintenance difficult for accounting firms and business owners.

    Although the newer invoice branding and template editor has improved the overall appearance of invoices, it still does not provide enough flexibility to create invoices that truly match a business’s existing branding and operational requirements.

    This is particularly important when onboarding clients to Xero. Many of… 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. Choose a Default Save Folder for Invoices and Quotes

    Currently, when downloading invoices, quotes, statements, or other documents from Xero, the files are automatically saved to the browser’s default Downloads folder.

    It would be very helpful to have an option in Xero to select a specific save location or default folder for downloaded documents. This could include different folders for invoices, quotes, statements, and purchase orders, or the ability to save directly to a client folder in OneDrive, SharePoint, or Google Drive.

    This feature would reduce manual filing, improve document organisation, and save significant time for businesses and accounting firms that process a high volume of Xero documents daily.

    Example:
    Instead of every file going to Downloads, users could choose:

    Invoices → Client A > Invoices
    Quotes → Client A > Quotes
    Statements → Client A > Statements

    This would create a much more efficient workflow for Xero users managing multiple clients and large volumes of documents.

    Currently, when downloading invoices, quotes, statements, or other documents from Xero, the files are automatically saved to the browser’s default Downloads folder.

    It would be very helpful to have an option in Xero to select a specific save location or default folder for downloaded documents. This could include different folders for invoices, quotes, statements, and purchase orders, or the ability to save directly to a client folder in OneDrive, SharePoint, or Google Drive.

    This feature would reduce manual filing, improve document organisation, and save significant time for businesses and accounting firms that process a high volume of Xero documents daily.

    … 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. 🙂

15. Make invoicing more friendly

    I'm confused why these points aren't already available.

    -enable unit total on invoices. I have no idea why this field is not available for invoices. After searching for a solution, I can see people have been asking this for years.

    • Enable arrow key to go next row. When scanning large orders, having to switch between peripherals is slow. scanning product, tabbing to change quantity, and then mousing to next row.

    • Fix scanning issue. Due to browser delay, scanning a barcode with a scanner that has return key enabled (most do by default) opens "create new item" screen. Fixing this would be nice. Only solution I found was to remove the return on scanner settings, then clicking return or tab once the product shows up

    • Add a field for "salesperson". Just use the first name of the signed in account.

    • Scroll/focus the page on the row i'm using. Having to scroll the page while invoicing is annoying.

    • Allow me to print an invoice without having to locally save a PDF .

    I'm confused why these points aren't already available.

    -enable unit total on invoices. I have no idea why this field is not available for invoices. After searching for a solution, I can see people have been asking this for years.

    • Enable arrow key to go next row. When scanning large orders, having to switch between peripherals is slow. scanning product, tabbing to change quantity, and then mousing to next row.

    • Fix scanning issue. Due to browser delay, scanning a barcode with a scanner that has return key enabled (most do by default) opens "create new item" screen. Fixing this would… 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. invoices sync across from Halaxy with Date of Service & NDIS No.

    When our invoices sync across from KEY IMPORTANT required data that is included on our clinic Practice Management software - Halaxy Invoice is omitted in Xero. This data is a requirement of most funders eg., My Aged Care required the Date of Service, along with NDIS, who require NDIS Number and date of Service. If this information was included then the invoice can be emailed from Xero and also stripe fees collected in Xero. With current set-up invoices need to be emailed from Halaxy which is not the preferred option.

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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. Have a Send Email button next to Send SMS in Invoice or change Print PDF to Send Email

    For a lot of businesses, sending invoice copies or reminders by email is the main way of communicating, not printing PDF or sending an SMS (not relevant sending to a business client).
    Currently it's a 2 click process to get to the email screen which is time consuming when sending numerous invoices so if a Send SMS button can be added, why not an email button.
    Print PDF could be moved to the 3dot options list.

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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. show cc fees or cash

    Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.

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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. Change to ISO Standard document format PDF/A

    Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.

    Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.

    We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.

    If ISO states PDF/A, then our accounting software should be using it.

    Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.

    Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.

    We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.

    … 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. Additional placeholders in invoice email templates

    I would really like to see a placeholder in the invoice email template that allows me to show the description of the first item of the invoice in the email itself. To make it simpler for one of my clients, I use the first line of the invoice itself to refer to their job number and description, and I would like to be able to include this automatically in every invoice that I send to them. I can't use the reference field as that is already used for their order number.

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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. 🙂