Invoices & quotes

526 results found

1. Please change what you have done to the branding theme.

   We would like to provide some feedback on the latest branding/theme update for invoices. Unfortunately, we are very unhappy with the changes and would strongly appreciate the option to revert to the previous theme.

   One of our main concerns is that we may now have a quote created in one theme and then be forced to use the new theme when converting it into an invoice. This creates an inconsistent and less professional experience for our customers.

   In particular, we have the following concerns with the new theme:

   Quotes with many line items: Our quotes are often 30+ lines long. The new theme appears to have significantly larger gaps between each row, making longer quotes unnecessarily lengthy and difficult to navigate.

   Different text sizes: We do not like the different font sizes used for Amount Due, Due Date, Issue Date, Invoice Number and Reference. We would prefer these to have a more consistent and balanced appearance.

   Horizontal layout: We do not like the new horizontal layout of Amount Due, Due Date, Issue Date, Invoice Number and Reference. We preferred the previous arrangement, which was clearer and more compact.

   "Tax Invoice" wording: We would like the option to change the wording in the top right from "Tax Invoice" to simply "Invoice".

   Amount Due: We would like the option to remove the "Amount Due" field.

   Issue Date: We would like the option to remove the "Issue Date" field.

   Font options: We would like the previous font options to be reinstated, as these gave us much greater flexibility over the appearance of our documents.

   Footer: We would like the previous footer functionality/design to be reinstated.

   We are also disappointed with the way such a major update has been introduced. It feels as though significant changes have simply been rolled out to customers without a proper transition period or an opportunity to test the new options alongside the existing theme.

   For changes that directly affect customer-facing documents, we feel there should be a period where businesses can review, test and provide feedback on the new functionality before the previous options are removed. This would give Xero the opportunity to identify issues and make improvements before customers are forced to adopt the new design.

   Overall, we feel the new theme has reduced the flexibility and customisation available to us and, in several areas, has made our quotes and invoices less clear and less professional.

   Most importantly, we would like Xero to provide an option to continue using the original/previous theme. If the new theme is going to remain the default, we believe customers should at least have the choice of reverting to the previous design while the new options are refined.

   We hope you will take this feedback seriously, particularly from businesses that have established their own professional document layouts and branding around the previous Xero templates.

   We would appreciate confirmation as to whether the original theme can be reinstated or whether an option to switch back will be made available.

   We would like to provide some feedback on the latest branding/theme update for invoices. Unfortunately, we are very unhappy with the changes and would strongly appreciate the option to revert to the previous theme.

   One of our main concerns is that we may now have a quote created in one theme and then be forced to use the new theme when converting it into an invoice. This creates an inconsistent and less professional experience for our customers.

   In particular, we have the following concerns with the new theme:

   Quotes with many line items: Our quotes are often 30+ lines long.… more

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   12 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. New invoice template

   The new invoice template that has just been released, why does the amount have to appear in three places & why is the font so big & bold, it uses up too much space, that along with the issue date/invoice number/reference now having moved from the top right means that there is so little workable space for the invoice. How about going back to the old design or at least giving the option to be able to remove, move and or change font sizes so that it doesn't take up so much space. The writing is so big & bold that it looks like you are shouting at your customers, a bit like typing a text all in capitals is seen as shouting. Customers don't like it, they say it doesn't need to be so big and why does the total/amount due appear three times, overkill is what one customer said. What is the point of the thick line at the bottom of the page, how about the ability to remove that, it is pointless, just uses up space & ink. If you are going to make pointless changes at least give us the option to remove them or alter them, we don't all fit into one small box, all businesses are different, we shouldn't be stuck with a generic template that can't be altered in any way. Another backward step.

   The new invoice template that has just been released, why does the amount have to appear in three places & why is the font so big & bold, it uses up too much space, that along with the issue date/invoice number/reference now having moved from the top right means that there is so little workable space for the invoice. How about going back to the old design or at least giving the option to be able to remove, move and or change font sizes so that it doesn't take up so much space. The writing is so big & bold… more

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   3 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. Allow font size and weight adjustments for due date and invoice date on fallback invoice theme

   The new fallback invoice template looks fantastic and is a big improvement overall. However, the due date and invoice date fields appear extremely bold and, oddly, use inconsistent font sizes even though they are side by side. This makes the dates stand out more than intended and looks unprofessional, especially since the rest of the template is so clean and well-designed.

   It would be great to have the option to adjust the font size and weight specifically for these date fields, or at least ensure they match the rest of the template’s font settings. This would help maintain a consistent, professional appearance for invoices sent to clients.

   The new fallback invoice template looks fantastic and is a big improvement overall. However, the due date and invoice date fields appear extremely bold and, oddly, use inconsistent font sizes even though they are side by side. This makes the dates stand out more than intended and looks unprofessional, especially since the rest of the template is so clean and well-designed.

   It would be great to have the option to adjust the font size and weight specifically for these date fields, or at least ensure they match the rest of the template’s font settings. This would help maintain a consistent,… 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. 🙂

4. Drag and drop text to different fields/lines in invoicing

   The "Invoicing - Use drag & drop to copy line details" feature you have just released is not helpful.

   Please bring back drag and drop text in invoicing. I used to be able to select one word in the description field (such as the purchase order number brought through from the project) and drag it to the reference field.

   I also used to be able to rearrange the words in the description field by dragging and dropping words to another line or within the same line.

   I still don't understand why this feature was removed and has not been put back when you have so many customers asking for it.

   Cutting and pasting to reorder words is a major waste of time.

   Bring this feature back!

   The "Invoicing - Use drag & drop to copy line details" feature you have just released is not helpful.

   Please bring back drag and drop text in invoicing. I used to be able to select one word in the description field (such as the purchase order number brought through from the project) and drag it to the reference field.

   I also used to be able to rearrange the words in the description field by dragging and dropping words to another line or within the same line.

   I still don't understand why this feature was removed and has not been put… 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. einvoicing

   I have customers that want to receive eInvoices. Can you set a customer preferences in their profile so that Xero automatically sends an e-invoice? I want some to automatically receive einvoices and other not to.

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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. 🙂

6. Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.

   Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.

   The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.

   The work-arounds are not easily achieved.

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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. 🙂

7. excel invoices import

   Import invoices created in Excel directly into Xero

   I currently create my customer invoices in Excel and would like an easier way to import or integrate these invoices directly into Xero.

   It would be useful if Xero allowed an Excel or CSV invoice file to be uploaded and automatically create the invoice in Xero, including:

   Customer name

   Invoice number

   Invoice date and due date

   Description / line items

   Quantity and price

   GST / tax rate

   Account code

   Invoice total

   Ideally, the import could remember the column mapping after the first setup, so businesses that already use their own Excel invoice format can continue using it without manually re-entering every invoice into Xero.

   This would save a significant amount of time and reduce data-entry errors, especially for businesses that generate multiple invoices using an existing Excel system.

   Import invoices created in Excel directly into Xero

   I currently create my customer invoices in Excel and would like an easier way to import or integrate these invoices directly into Xero.

   It would be useful if Xero allowed an Excel or CSV invoice file to be uploaded and automatically create the invoice in Xero, including:

   Customer name

   Invoice number

   Invoice date and due date

   Description / line items

   Quantity and price

   GST / tax rate

   Account code

   Invoice total

   Ideally, the import could remember the column mapping after the first setup, so businesses that already use their own Excel invoice… 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. 🙂

8. Quote

   I like the feature on the mobile app where I can copy an invoice to be able to send it via text but I can’t seem to do the same with quotes which would be 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. 🙂

9. Edit an Accepted Quote

   The ability to modify an Accepted Quote to add the Customers PO number in the Reference filed.

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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. Import Xero Blue invoice details back to Xero Green financial tab

    Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're not doubling up on charging for services already invoiced.

    Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're… 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. 🙂

11. I think we should be able to put on what payment method we want paid by, it should not automatically be put as card payment, can this be put

    I think we should be able to put on what payment method we want paid by, it should not automatically be put as card payment, can this be put out there as something to look at so it brings up a pop up so we can decide before submitting the invoice to the customer as some of our goods need to be paid for by bank transfer not card payment.

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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. Allow credit note allocation AFTER lock date

    Allow Credit Notes to Be Allocated in Locked Periods Where No Transaction Values Change

    The Problem

    Xero currently prevents a customer credit note from being allocated to an invoice if both the credit note and invoice are dated prior to the organisation's lock date.

    This creates a practical issue for businesses because customer credits are often not allocated until the customer makes payment, which may be months or even years after the credit note was originally raised.

    In my case:

    Invoice dated August 2025
    Credit note dated March 2026
    Lock date 30 June 2026
    Customer paid in August 2026 and chose to allocate the credit against the invoice

    Because the customer only made payment recently, I could not know in advance which invoice they would allocate the credit against. However, Xero prevented me from allocating the credit without first removing my lock date.

    Why this is a problem

    The allocation:

    Does not change turnover
    Does not change VAT
    Does not change profit
    Does not change the value of the invoice
    Does not change the value of the credit note
    Does not change the overall customer balance

    However, users must unlock and relock closed accounting periods simply to record how the customer has settled their account.

    This creates unnecessary administration and weakens controls by requiring access to locked periods for routine sales ledger tasks.

    It also creates issues when reconciling payments, as the credit note often needs to be allocated before the customer receipt can be fully processed and reconciled.

    Suggested solution

    Allow users to allocate existing customer credit notes against existing invoices after a lock date without needing to unlock historical periods, provided:

    The invoice already exists.
    The credit note already exists.
    No transaction values are changed.
    No VAT returns are affected.

    Alternatively, provide a setting allowing organisations to permit credit allocations in locked periods whilst still preventing amendments to the underlying invoice and credit note.

    Business impact

    Customer payment timing is outside a business's control. It is often impossible to know:

    When a customer will pay.
    Whether a credit will be used.
    Which invoice the customer will allocate the credit against.

    The current functionality does not reflect how customer settlements are managed in the real world and results in users repeatedly unlocking and relocking accounting periods for administrative matching purposes.

    Allow Credit Notes to Be Allocated in Locked Periods Where No Transaction Values Change

    The Problem

    Xero currently prevents a customer credit note from being allocated to an invoice if both the credit note and invoice are dated prior to the organisation's lock date.

    This creates a practical issue for businesses because customer credits are often not allocated until the customer makes payment, which may be months or even years after the credit note was originally raised.

    In my case:

    Invoice dated August 2025
    Credit note dated March 2026
    Lock date 30 June 2026
    Customer paid in August 2026 and… 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. Custom allocation date for prepayments

    Prepayment allocation doesn't work for us as the dates are incorrect.

    We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.

    Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.

    I would request we have a further option to add a custom date of when the prepayment was actually allocated.

    We have frequent problems that when pulling month end reports that prepayment allocation is dated in the wrong month so our reporting position is always wrong. This is a problem for month end and also year end.

    Workarounds from support to create manual journals or use suspense accounts are long winded. You should be able to allocate a prepayment with the date you decide to allocate the funds, just like with payments.

    I hope this is a simple fix for Xero to implement.

    I originally raised this 8 months ago so I hope someone reviews this without proposing more workarounds.

    Thank you.

    Prepayment allocation doesn't work for us as the dates are incorrect.

    We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.

    Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.

    I would request we have a further option to add a custom date of when the prepayment was actually allocated.

    We have frequent… 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. Manage Card Payments on Invoice - All Users (UK)

    Give all users that create invoices the ability to manage card payments. I believe only higher users can do this and users that only have access to sales cannot change this. We currently request payment by bank transfer to keep the cost of card payments down, but we do have card payments available, so we'd like to be able to send the invoice without and add if requested.

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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. Multi currency invoice payment

    It would be helpful if Xero could improve the payment process for multicurrency invoices. For example, if my account is in USD, I am based in the UK, and I receive an invoice in EUR, we currently have to use a suspense account to convert the transaction to GBP before making the payment. We then have to create a manual journal to account for the FX difference.

    It would be much more efficient if Xero could handle the currency conversion and FX differences automatically when the invoice is paid.

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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. I have a client who makes his own items then sends his customers the items on consignment. They only pay him for the items once they have so

    I have a client who makes his own items then sends his customers the items on consignment. They only pay him for the items once they have sold from their stores. He currently sends an invoice with all the items, because there is no sales order in Xero, to send as a packing slip, but invoice parts only. Like there is a Purchase Order where now parts can be billed, there needs to be a sales order so parts can be invoiced. Then you convert any finalised items to the invoice, leaving the rest behind on the sales order ready as a backorder for future sales. This has been a feature in MYOB for years. (I was gutted when I asked your AI about this and it told me about XIP. I opened the link referring to Sales Orders and I was thrilled... until I discovered this is only available in US and not NZ!)

    I have a client who makes his own items then sends his customers the items on consignment. They only pay him for the items once they have sold from their stores. He currently sends an invoice with all the items, because there is no sales order in Xero, to send as a packing slip, but invoice parts only. Like there is a Purchase Order where now parts can be billed, there needs to be a sales order so parts can be invoiced. Then you convert any finalised items to the invoice, leaving the rest behind on the sales order ready… 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. 🙂

17. tracking categories

    In the classic the tracking categories that are assigned to a customer, would automatically populate into the tracking fields on an invoice. This no longer seems to be a feature but it is something we would love to see implemented again as it saved a lot of time.

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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. Ability within new invoicing to adjust font sizes and move "Attn:" line to below company name

    In new invoicing, please allow the option to shift where certain lines display. For example, the "attention" line is now above the business or contact name. While it's crucial to include "attention", we need the choice of where that line appears.

    Also, we need the ability to change font sizes. From a design perspective, the balance of amount due and due date do not align with the other invoice elements, including the title "Invoice". We would like flexibility to adjust these items to reflect a more tasteful invoice design that aligns with our brand.

    Thank you for your consideration.

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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. Stop the annoying pop-ups when copying a previous invoice to draft invoice

    Stop the annoying pop-ups when copying a previous invoice to draft invoice, there is no need for this as I am copying that specific invoice for that same customer and I know its been copied!!!!!

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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. Can the statement reflect the period outstanding . For instance a field where it indicates how many days from due date the payment is outst

    Can the statement reflect the period outstanding . For instance a field where it indicates how many days from due date the payment is outstanding.

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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. 🙂