Invoices & quotes

715 results found

1. Modernize Advanced Templates: Full Support for Modern Word (.docx), Embedded Fonts & High-Res Branding

   The Vision: Every business deserves to send invoices and quotes that look as professional as the services they provide. Currently, Xero’s "Advanced Template" engine is built on 20-year-old legacy standards that "obliterate" modern branding, fonts, and high-resolution graphics.

   We are asking Xero to modernize the template parser to support the industry-standard OpenXML (.docx) used by modern versions of Microsoft Word (Office 2016/365).

   Why this matters to your business:

   Brand Fidelity: Stop your high-res logos from turning into blurry, low-res bitmaps.

   Modern Typography: Use modern fonts (like Google Fonts/Montserrat) through proper font-embedding support.

   Layout Stability: Fix the "broken" tables and distorted alignments that happen during the upload process.

   Security: Eliminate the need for high-risk workarounds like using legacy Word 97-2003 (.doc) formats, which are often flagged as security violations in modern IT environments.

   Technical Details (For Xero Engineering)

   Parser Version Mismatch: The current engine uses OOXML AppVersion 12.0000 (Office 2007). Industry standard is AppVersion 16.0000.

   Typography: The server-side renderer strips embedded fonts and reverts to the 1996 "Core Web" set (Arial/Times New Roman), ignoring modern XML-based font-embedding.

   Vector Fidelity: SVG assets are flattened into low-fidelity PNGs, destroying brand clarity on high-DPI displays.

   Security Risk: The platform currently suggests downgrading to binary .doc formats—a 41-year-old format that is a known vector for macro-vulnerabilities.

   The Ask: Update the Advanced Template parser to the OOXML v16 standard on the 2026-2027 roadmap to ensure professional, secure, and high-fidelity document generation for all Xero users.

   Reference Case: CX0018026778

   The Vision: Every business deserves to send invoices and quotes that look as professional as the services they provide. Currently, Xero’s "Advanced Template" engine is built on 20-year-old legacy standards that "obliterate" modern branding, fonts, and high-resolution graphics.

   We are asking Xero to modernize the template parser to support the industry-standard OpenXML (.docx) used by modern versions of Microsoft Word (Office 2016/365).

   Why this matters to your business:

   Brand Fidelity: Stop your high-res logos from turning into blurry, low-res bitmaps.

   Modern Typography: Use modern fonts (like Google Fonts/Montserrat) through proper font-embedding support.

   Layout Stability: Fix the "broken" tables and distorted… more

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   10 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. Invoicing- packing slip that is customisable and available from draft invoice, not just from awaiting payment

   Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.

   It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.

   If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process than it actually is.

   Allowing packing slips to be printed before invoice approval would help the factory team work more efficiently while keeping order statuses accurate internally.

   Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.

   It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.

   If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process… more

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

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

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

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

3. Receive an email notification when invoices are paid via stripe.

   We require payment of cash sales before goods are sent to customer's, we need to know when payments have been made in real time in order to get the goods to our customers in a timely manner.
   I reconcile payments to the bank account everyday so I can see when invoices are paid via internet banking. When it comes to invoices paid via stripe however, there is no reconciliation until the money comes into the bank account, so I don't know that these invoices have been paid until well afterwards.

   This means customers are not receiving their goods when they should be.

   An email sent advising that the invoice has been paid via stripe would mean payments will be picked up as soon as they are paid and customers will receive their goods when they should.

   We require payment of cash sales before goods are sent to customer's, we need to know when payments have been made in real time in order to get the goods to our customers in a timely manner.
   I reconcile payments to the bank account everyday so I can see when invoices are paid via internet banking. When it comes to invoices paid via stripe however, there is no reconciliation until the money comes into the bank account, so I don't know that these invoices have been paid until well afterwards.

   This means customers are not receiving their goods when they… more

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   2 comments  ·  Payment services  ·  delete…  ·  Admin →
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   submitted  ·  System responded

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

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

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

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

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

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

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

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

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

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

5. Invoice | Deposits - Set up email template

   When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user). Can we please have the option to add our own default email for the purpose of accompanying deposit requests or a permanent fix on the current default.

   When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user).… 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. 🙂

6. Advanced Repeating Invoices / Scheduled Invoice Variations

   I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.

   Current Problem

   Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:

   • Annual renewals
   • Membership fees
   • Licence renewals
   • Maintenance charges
   • Contract uplifts
   • Seasonal charges
   • One-off setup/project fees

   Currently in Xero this usually requires:

   • multiple repeating invoices,
   • separate one-off invoices,
   • or manually editing invoices each month.

   This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly with a single invoice.

   Example
   - Jan Monthly Service Plan = $1,000
   - Feb Monthly Service Plan = $1,000
   - Mar Monthly Service Plan + Annual Renewal = $1,125
   - Apr Monthly Service Plan = $1,000
   - Dec Monthly Service Plan + Yearly Fee = $1,600

   Instead of:

   • generating separate invoices,
   • manually copying line items,
   • deleting duplicate recurring invoices,
   • or chasing payment for secondary invoices.

   Proposed Feature

   Allow repeating invoices to support scheduled future modifications within the same recurring invoice template.

   Examples:

   • Add/remove/edit line items on specific future invoices
   • Add charges every X months (e.g. every 12 months)
   • Apply future price increases/decreases
   • Preview future invoices and totals

   Suggested Interface

   A timeline or future invoice schedule where users can:

   • expand future months/invoices,
   • modify specific future invoice instances,
   • create recurring billing rules,
   • and preview projected invoice totals.

   Example:

   • Modify invoice #6 only
   • Add “Annual Renewal” every 12 invoices
   • Increase monthly fee from invoice #13 onward

   Benefits

   • Reduces manual admin
   • Keeps autopay/direct debit workflows intact
   • Prevents duplicate invoices
   • Reduces missed billing
   • Improves customer experience
   • Supports real-world service agreements more accurately
   • Gives better visibility into future revenue

   Businesses This Would Help

   This would benefit many industries including:

   • Subscription businesses
   • Agencies
   • Accounting firms
   • Professional services
   • Maintenance/service contract businesses
   • Consulting firms
   • Membership-based businesses

   Recurring invoices in real businesses are rarely static forever, and having flexible recurring invoice logic built into Xero would solve a major operational pain point.

   I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.

   Current Problem

   Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:

   • Annual renewals
   • Membership fees
   • Licence renewals
   • Maintenance charges
   • Contract uplifts
   • Seasonal charges
   • One-off setup/project fees

   Currently in Xero this usually requires:

   • multiple repeating invoices,
   • separate one-off invoices,
   • or manually editing invoices each month.

   This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly… 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. 🙂

7. repeating

   Feature Request: Repeating Invoice Preview & Breakdown

   Summary
   Add a real-time preview panel to the repeating invoice setup screen that clearly shows how many invoices will be generated, their dates, and expected amounts—similar to the instalment breakdown experience in GoCardless.

   ⸻

   Problem
   When creating repeating invoices in Xero, there is currently no visibility into the outcome of the configuration before saving. Users must mentally calculate:

   • How many invoices will be created
   • The exact invoice dates
   • The total value over time

   This becomes especially difficult when working with:

   • Custom repeat intervals (e.g. every X months)
   • End dates vs no end dates
   • Variable month lengths
   • Long-running contracts

   As a result, users often rely on guesswork or external calculations, increasing the risk of errors and requiring rework.

   ⸻

   Proposed Solution
   Introduce a dynamic preview panel within the repeating invoice creation screen that updates in real time based on user inputs.

   The preview should display:

   • Total number of invoices to be generated
   • Schedule timeline, including:
     • Invoice dates
     • Due dates
   • Per-invoice amount
   • Total contract value over the selected period
   • Optional: ability to expand into a full list view of all scheduled invoices

   ⸻

   Example UX Inspiration
   GoCardless provides a strong reference by allowing users to:

   • Break payments into instalments
   • See exact amounts and dates instantly
   • Understand the full schedule before confirming

   This removes ambiguity and builds confidence in the setup.

   ⸻

   Key Benefits

   • Reduces errors in invoice scheduling
   • Saves time by eliminating manual calculations
   • Improves user confidence before saving recurring templates
   • Enhances transparency for long-term or high-value contracts
   • Aligns with user expectations set by modern billing tools

   ⸻

   Optional Enhancements

   • Editable schedule (adjust individual dates before saving)
   • Export/download schedule as CSV or PDF
   • Visual timeline (calendar-style view)
   • Warnings for edge cases (e.g. end date results in only 1 invoice)

   ⸻

   Use Case Example

   “I set a repeating invoice for £500/month from April to December.
   The preview immediately shows:

   • 9 invoices
   • Dates from Apr → Dec
   • Total = £4,500 So I know it’s correct before saving.”

   Feature Request: Repeating Invoice Preview & Breakdown

   Summary
   Add a real-time preview panel to the repeating invoice setup screen that clearly shows how many invoices will be generated, their dates, and expected amounts—similar to the instalment breakdown experience in GoCardless.

   ⸻

   Problem
   When creating repeating invoices in Xero, there is currently no visibility into the outcome of the configuration before saving. Users must mentally calculate:

   • How many invoices will be created
   • The exact invoice dates
   • The total value over time

   This becomes especially difficult when working with:

   • Custom repeat intervals (e.g. every X months)
   • End dates vs no end dates
   • … 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. 🙂

8. Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. I

   Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. It would be much safer to create a new invoice and credit the old one, at least this leaves a legitimate trail of evidence. I find it hard to believe that any other companies find this secure enough... Can you please escalate this matter and attempt to have this loophole repaired? I really think that I am not the only client who is concerned about this issue.

   This is a very big issue for the security for any company where someone with limited access can amend and change old invoices.
   What is the purpose then to give someone limited access, if they could just change an invoice without permission after the fact?

   Please escalate this concern

   Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. It would be much safer to create a new invoice and credit the old one, at least this leaves a legitimate trail of evidence. I find it hard to believe that any other companies find this secure enough... Can you please escalate this matter and attempt to have this loophole repaired? I really think that I am not the only client who is concerned about this issue.

   This is a very big issue for the security… 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. 🙂

9. Multiple Monthly Invoices from Xero to me for each of my 30 entities

   I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.

   They all come to my same email address.

   They are all for my separate different entities.

   I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.

   The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.

   If they could be sent to me in a single email, with a single link, and the opportunity to download the invoice pdf as a single file or separate individual files, like can be done with Docusign documents, that would be amazing.

   Thank you for attending to this matter.

   I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.

   They all come to my same email address.

   They are all for my separate different entities.

   I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.

   The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.

   If they could be sent to me in… 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. 🙂

10. 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  ·  7 comments  ·  Invoicing  ·  delete…  ·  Admin →
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11. Quotes - New field for Repeating Fees

    With so many forecasting app using Xero Invoices & Quotes, we would like to see Quotes get an upgrade. Specifically add fields to show the billing frequency for that line.

    This would allow us to build our dymanic quotes in Xero, showing one time fees and monthly recurring ones. Hopefully this could also then auto-create the correct invoice types when accepted. So One-time lines are grouped into one regular invoice and all monthly lines are grouped onto a monthly repeating template.

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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. 🙂

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

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

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

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

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

14. Smarter search box/function using fuzzy search

    When using the search function, searching either an invoice or purchases or anything, the search tool is not very smart and too defined making even a space as a defining character. For example If you search for A B Consulting but you type AB Consulting, it won't show up.

    It would be good if the search tool can be smarter and use the widely available and established fuzzy search and ignore these minor characters (space, period, commas, typos etc).

    It would also be better if it is smart and able to give you results even if you have a typo.

    2 votes

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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. 🙂

15. An invoice that is still an order

    Hi all,

    I would like to float the idea of including an 'Order' button/tick box on the invoices.

    The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..

    This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on completion.

    Having this functionality would benefit users who have to work off of a third party/spreadsheet to track completed/invoiced orders whilst being able to remove them from the monthly statements.

    This is not a full order/sales order function for Xero, however a simple 'if', 'then' solution.

    Hi all,

    I would like to float the idea of including an 'Order' button/tick box on the invoices.

    The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..

    This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on… more

    2 votes

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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. 🙂

16. hide discount

    Actually Hide the discount from the Customer on the invoice.

    I DO NOT want the customer to know his discount, so if I select 'hide' discount it should not be displayed on invoice, or you should clearly say 'not hide'

    XERO Just does weird stuff constantly that makes no sense.

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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. 🙂

17. Importing invoice from CSV - Display the new items being created

    When I import invoices from a CSV, they can often be really big (900-1500 lines). It tells me if I am going to create a new item. It would be helpful if it would tell me which SKU it is going to create so that I can go to my CSV and check if it is actually a new item or if there is just a typo in one of my SKUs.

    1 vote

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    1 comment  ·  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. Annual Subscription Column

    Looking for a way to show separate totals on quotes, itemizing "items" into separate columns. Such as one total for hardware and installation, and another for annual support or subscription costs.

    Typically when we quote out jobs the subscription for annual support/subscription is billed separately. It is added to an annual bill with the rest of the subscriptions separate from the one time quote for installation of new hardware. When sending a quote over for adding more hardware, for client budgeting purposes it allows them to know total cost they need in the budget but separates the one time charge as well as the added fee to that annual bill.

    Looking for a way to show separate totals on quotes, itemizing "items" into separate columns. Such as one total for hardware and installation, and another for annual support or subscription costs.

    Typically when we quote out jobs the subscription for annual support/subscription is billed separately. It is added to an annual bill with the rest of the subscriptions separate from the one time quote for installation of new hardware. When sending a quote over for adding more hardware, for client budgeting purposes it allows them to know total cost they need in the budget but separates the one time charge… more

    2 votes

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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. 🙂

19. seperate quotes and invoices so users can submit quotes without having access to all invoices

    We have guys out on site who need to be able to raise a quote for a client while they are on site for parts or additional works for their call out but we don't want those engineers to have access to see all of the sales invoices for the larger projects and we don't want them to have to wait until someone in the office approves it whilst they are waiting on site for it to be done.

    I'd like a there to be a way that we can set permissions for certain users to be able to create and send quotes to clients but without having the option to view all sales invoices and details. I'd like them to be able to have access to see their own quotes only.

    We have guys out on site who need to be able to raise a quote for a client while they are on site for parts or additional works for their call out but we don't want those engineers to have access to see all of the sales invoices for the larger projects and we don't want them to have to wait until someone in the office approves it whilst they are waiting on site for it to be done.

    I'd like a there to be a way that we can set permissions for certain users to be able to create… more

    2 votes

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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. 🙂

20. Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)

    Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)

    I recently started using Xero and I have been really enjoying the simplicity and usability of the platform so far.

    I wanted to share a suggestion regarding the "Date" field when entering bills. Currently, there appears to be only one date field, which can be interpreted either as the invoice date or the posting (accounting) date depending on internal company practice.
    From an accounting and reporting perspective, it would be very helpful to have two separate fields (Invoice and posting Date). Benefits are:
    1. Enable more accurate AP accruals by identifying invoices received/posted in a different period than the invoice date.
    2. Improve visibility over processing delays (cycle time between invoice and posting)
    3. Enhance reporting and audit clarity, especially for month-end close.

    At the moment, I may be missing an existing workaround or feature that addresses this, so I would really appreciate any guidance if this is already possible within Xero.

    Thank you

    Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)

    I recently started using Xero and I have been really enjoying the simplicity and usability of the platform so far.

    I wanted to share a suggestion regarding the "Date" field when entering bills. Currently, there appears to be only one date field, which can be interpreted either as the invoice date or the posting (accounting) date depending on internal company practice.
    From an accounting and reporting perspective, it would be very helpful to have two separate fields (Invoice and posting Date). Benefits are:
    1. Enable more accurate AP accruals… more

    2 votes

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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. 🙂