Invoices & quotes

570 results found

1. Lawfirm

   We use this system in our law firm and maintain two separate accounts:

   1. One account is used exclusively to record trust transactions.

   2. The second account records both trust and business transactions, enabling us to deduct the total invoiced amount from trust funds while clearly reflecting the client's remaining trust balance.

   Overall, the system works exceptionally well for our practice. However, we have encountered a few issues with the Payments Received and Overpayment functions.

   The main concern is that the Overpayment feature affects the Payments Received figures and the total receipt amount. Unfortunately, overpayments are not reflected on a printable receipt or PDF. As a result, we currently have to take screenshots or use the browser's "Print Page" function, which is not ideal for legal accounting and record-keeping.

   We would appreciate it if the following improvements could be considered:

   1. Printable Overpayment Records – Allow overpayments to appear on receipts and PDF exports so that proper accounting records can be maintained without relying on screenshots.

   2. Batch Payments for South Africa – Enable batch payments to be linked for South African banking, with the currency displayed as South African Rand (ZAR/R) instead of US Dollars and references to cheques. The current terminology creates confusion for our bookkeeping department, as cheque payments are not representative of our banking processes.

   3. Trust Accounting Workflow – It would be beneficial if trust funds received could remain recorded as trust until the full amount has been invoiced, without the overpayment feature interfering with the payment history. This would better align with the trust accounting requirements of South African law firms and reduce the need for manual adjustments.

   Apart from these issues, the system has been excellent and meets our firm's operational requirements very well. These enhancements would significantly improve its suitability for South African legal accounting and streamline our trust accounting processes.

   Thank you for considering our suggestions. We appreciate your support and look forward to your feedback.

   We use this system in our law firm and maintain two separate accounts:

   1. One account is used exclusively to record trust transactions.

   2. The second account records both trust and business transactions, enabling us to deduct the total invoiced amount from trust funds while clearly reflecting the client's remaining trust balance.

   Overall, the system works exceptionally well for our practice. However, we have encountered a few issues with the Payments Received and Overpayment functions.

   The main concern is that the Overpayment feature affects the Payments Received figures and the total receipt amount. Unfortunately, overpayments are not reflected on a printable receipt… 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. Malaysia eIvoicing - Default MyInvois Recipient Email for Malaysian e-Invoicing

   We are a Xero user based in Malaysia and would like to submit a feature request regarding the Malaysian e-Invoicing process.

   Currently, whenever we issue an Invoice, Debit Note, or Credit Note to a customer that has a valid Tax Identification Number (TIN) and Classification Code, we are required to manually add MyInvois@invoi.ci as a recipient email each time before sending the document. This manual step is repetitive and increases the risk of human error.

   We would like to request that Xero automatically populate MyInvois@invoi.ci as a default recipient email (under the BCC column) for customers who have:

   • A valid TIN completed; and
   • A Classification Code completed,

   with the exception of customers whose Classification Code is "004 - Consolidated e-Invoice", as these should not be sent to MyInvois individually.

   Ideally, this functionality would apply consistently across:

   • Invoices
   • Debit Notes
   • Credit Notes

   This enhancement would greatly improve efficiency for Malaysian businesses using Xero and help ensure compliance with Malaysia's e-Invoicing requirements while reducing the risk of users forgetting to include the MyInvois email address.

   We appreciate your consideration of this feature request and would be grateful if you could let us know whether this functionality is already on your roadmap or if it can be considered for a future release.

   Thank you for your time and support. We look forward to your response.

   We are a Xero user based in Malaysia and would like to submit a feature request regarding the Malaysian e-Invoicing process.

   Currently, whenever we issue an Invoice, Debit Note, or Credit Note to a customer that has a valid Tax Identification Number (TIN) and Classification Code, we are required to manually add MyInvois@invoi.ci as a recipient email each time before sending the document. This manual step is repetitive and increases the risk of human error.

   We would like to request that Xero automatically populate MyInvois@invoi.ci as a default recipient email (under the BCC column) for customers who have:

   • A valid… 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. 🙂

3. Invoici improvement suggestions

   Can Xero consider making the following improvements/updates to Invoici if these features are not currently available nor in the pipeline?

   1. Add a Bulk submit button (whereby users can check different bills/invoices to transmit to IRAS)

   2. Add a Fillter function so that users can filter the list of Invoices/Bills by identifiers such as Invoice/Bill number, Contact name, etc.

   3. Add an Export function (to export the list of Invoices/Bills as Excel, .csv, PDF, etc.)

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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. ADD ONE OFF CHARGES TO REPEATING INVOICES

   Add one-off charges to repeating invoices. Queue a charge to a client's future repeating invoice. This will avoid having to bill separately and forgetting to add the charge after the invoice is created.

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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. pdf attachment xero network

   Xero Network - include PDF on invoices sent through Xero Network when those invoices are raised every month from repeating transactions and sent automatically

   Currently, only the invoices raised manually have the PDF attached if raised manually, but not on the ones that are auto posted. Its time consuming to then have to download each one and then go to multiple companies to add it

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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. Email history

   Make emails available that have been sent from Xero.

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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. Re vamped Xero inovice

   The invoice we have received from Xero for August has been re vamped. The printed PDF version of the invoice now no longer explicitly gives the NET value of the transaction. I know we might be considered old-school here an print invoices but it is a retrograde step to have to use your fingers to calculate the Net when looking at paper records.

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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. Reverse charge VAT rate option for all regions

   It is now a requirement in our region to apply a reverse charge VAT to purchases from non-resident suppliers.

   To comply with this, we need our accounting system to be able to:

   • Calculate output VAT on qualifying imported services
   • Claim input VAT where recovery is permitted
   • Post to the correct VAT general ledger accounts
   • Report correctly on the VAT return

   I understand from Xero support that this VAT rate is currently only available for the UK region. However, it is vital for Xero to add the reverse charge VAT feature globally, as this requirement is likely to apply to more countries in the future.

   Please pass this feedback along to your product team so this feature can be implemented globally as soon as possible.

   It is now a requirement in our region to apply a reverse charge VAT to purchases from non-resident suppliers.

   To comply with this, we need our accounting system to be able to:

   • Calculate output VAT on qualifying imported services
   • Claim input VAT where recovery is permitted
   • Post to the correct VAT general ledger accounts
   • Report correctly on the VAT return

   I understand from Xero support that this VAT rate is currently only available for the UK region. However, it is vital for Xero to add the reverse charge VAT feature globally, as this requirement is likely to apply to more… 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. ability to move from quote to order when payment received, before finalising as an invoice when order is completed

   We need the ability to move from a quote to an order when the quote is accepted, then the ability to add a payment - either in full or as a deposit paid - before finalising as an invoice when the order is completed. The fact this is not available completely messes up the finance figures because Xero is factoring in payments it is expecting - even though (technically) it's not a real invoice because there's been no commitment because payment hasn't been made. We use the "quote to order to invoice" method to track where our orders are at and since we migrated to Xero it has just been one major headache. We are honestly contemplating going back to MYOB. Surely a simple check-box can be added when a person accepts a quote so we can send it out as an 'order' for payment (payment on placement of order scenario)? How hard is this, really?!

   We need the ability to move from a quote to an order when the quote is accepted, then the ability to add a payment - either in full or as a deposit paid - before finalising as an invoice when the order is completed. The fact this is not available completely messes up the finance figures because Xero is factoring in payments it is expecting - even though (technically) it's not a real invoice because there's been no commitment because payment hasn't been made. We use the "quote to order to invoice" method to track where our orders are at… 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. 🙂

10. 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. 🙂

11. show tag

    Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.

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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. Setting required to automatically mark invoices as sent

    We do not raise invoices from Xero but we approve and send statements from Xero and we need reminders. Reminders are not sent for invoices that are not marked as sent, so we need an option to turn on automatic marked as sent, or at least be part of the approval process, we can not go back in to every invoice just to tick this box.

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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. 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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14. Quote follow up

    Can we add a features to follow up with quotes with time 3 day reminder ect?

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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. auto calculate amount

    When entering bills etc, after you enter the total amount. Automatically calculate the balance on the lines that need to be allocated. For example if I enter a bill for $100. then allocate $80 for reapirs and maintence the next line should auto fill $20.

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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. Allow the Attn: field in the Ship To to display on invoices.

    If I enter a name in the Attention field of the delivery address the Ship to information will not populate on the invoice. Please allow the Ship To fields to respect the Attention field of the Delivery address information.

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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. bold

    it's been asked before, just voicing my opinion.
    It would be amazing to be able to:
    <b>bold</b>
    <mark>highlight</mark>
    <i>Italic</i>
    text within quotes and invoices.

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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. Add Payment Links to Draft/Proforma Invoices

    Please add payment links to draft/proforma invoices.
    My client recently moved from Sage to Xero and says this was a feature they relied on when using Sage.

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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. Contact Home screen Shows CREDITED Bills as "PAID"

    On the Supplier / Contact home screen any bills that have been cleared with a credit note should not be shown as "PAID". This is confusing as a bill which has cleared with a credit note has not been paid from the bank, it has been credited. There should be clear distinction between the two methods of clearing a supplier bill.

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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. Paste like cells

    Invoicing: Paste Multiple Rows and Columns into Invoice Lines

    Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line

    The new drag-fill function is useful and appreciated, but it is not what the original request asked for.

    The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.

    Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.

    Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell border or another selection method.

    As a first step, pasting should:

    Interpret tabs as columns and line breaks as rows.
    Populate multiple rows and columns from the selected cell.
    Create additional invoice lines automatically.

    As a later enhancement, Xero could:

    Validate fields such as Item, Account, Tax Rate and Tracking.
    Highlight invalid or unmatched controlled fields without rejecting the entire pasted block.

    If validation is more complex to implement, Xero could initially enable multi-cell pasting only for standard text and numeric fields such as Description, Quantity, Unit Price and Discount, then add support for controlled fields later.

    This alone would solve a large part of the original problem and provide a practical first version.

    This is different from drag-fill, which only repeats one value down a column. CSV import is also not equivalent, since it requires preparing and uploading a separate file.

    The previous request received 69 votes for multi-cell paste. Please reopen it or treat this request as its continuation.

    THANK YOU :)

    Invoicing: Paste Multiple Rows and Columns into Invoice Lines

    Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line

    The new drag-fill function is useful and appreciated, but it is not what the original request asked for.

    The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.

    Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.

    Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell… 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. 🙂