Invoices & quotes

486 results found

1. send invoice via SMS

   We should be able to be able to send invoices by SMS if you have payment services such as stripe connected to your xero cor not. We should be able to send Invoices Via SMS with or without payment services connected. Customers still get the invoice via text regardless and it encoureges to make payments regardless. Since fees are now put the business. I have removed payment services as it was costing us a bomb. Sending invoices via sms should be avaialble to all. Xero keep putting fees up and need to start including 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. Claude MCP ability to see draft invoices

   I have fully automated my ordering system from receicpt of order in emails, to adding it to Saleforce. When sent, it creates a draft invoice in Xero. I'd like Claude to be able to periodically check my emails and flag order delivered emails to approve the invoice etc. Ideally write access would come soon too. It's the only part missing from my entire work flow.

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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. 🙂

3. Singapore GST compliance

   Our organisation's base currency is USD, and we issue invoices in USD. However, there is currently no option to display the SGD equivalent amount on Xero invoice, even with customised or advanced invoice templates.

   For Singapore GST-registered businesses, this creates additional manual work as we need to calculate the SGD GST separately, manually include it on invoices, and maintain separate records for GST reporting.

   It would be very helpful if Xero could support displaying the SGD equivalent amount on invoices.

   I've also noticed that similar requests have been raised by many users in the Xero Community over the years, but this remains unavailable.

   Thanks for your consideration.

   Our organisation's base currency is USD, and we issue invoices in USD. However, there is currently no option to display the SGD equivalent amount on Xero invoice, even with customised or advanced invoice templates.

   For Singapore GST-registered businesses, this creates additional manual work as we need to calculate the SGD GST separately, manually include it on invoices, and maintain separate records for GST reporting.

   It would be very helpful if Xero could support displaying the SGD equivalent amount on invoices.

   I've also noticed that similar requests have been raised by many users in the Xero Community over the years, but… 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. 🙂

4. Invoice and receipt reconciliation for emailed documents

   When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
   Potential matches should be ranked using:
   - Amount or similar amount
   - Transaction date or a configurable date range
   - Supplier or customer
   - Invoice or receipt reference
   - Currency and other available details
   The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then attach the document to the transaction and archive it automatically.
   The workflow should also support split payments, one payment covering multiple invoices, duplicate detection and batch review. High-confidence matches could be processed automatically if the organisation enables this option, while uncertain matches remain for review.
   This would provide an “invoice and receipt reconciliation” experience similar to bank reconciliation, reducing manual data entry, preventing duplicate expenses and ensuring that supporting documents are attached to the correct transactions.
   Xero’s current Files Inbox accepts emailed documents and its Smart Document Capture can suggest matches based primarily on date and amount; this idea extends that into a richer reconciliation workflow using supplier, reference and other criteria

   When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
   Potential matches should be ranked using:
   - Amount or similar amount
   - Transaction date or a configurable date range
   - Supplier or customer
   - Invoice or receipt reference
   - Currency and other available details
   The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then… 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. backup or save option on branding themes

   Ability to save / backup branding themes.

   We have set up several branding themes since the update, so we do not want to lose these changes. Is there a way to save them or back them up should there be a problem with branding themes in the future.

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   submitted  ·  System responded

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

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

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

6. repeating invoice

   I had a search and can't seem to see anyone asking for this, apologies if they have!

   We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.

   However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.

   Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the Reference field could automatically increment each time the repeating invoice is generated?

   For example, for a 12-month engagement:

   • Invoice 1 → [1/12]
   • Invoice 2 → [2/12]
   • Invoice 3 → [3/12]
   • …
   • Invoice 12 → [12/12]

   Ideally, this would be generated automatically by Xero without requiring the invoice to be saved as a draft or manually edited before publishing/sending.

   The purpose is both to keep the references consistent and to provide a simple visual control so that we can immediately see which invoice in the 12-month series has been issued.

   We would envisage this working as a placeholder within the repeating invoice template, for example:

   Monthly Services [1/12]

   which Xero would automatically change to:

   Monthly Services [2/12]

   on the next invoice, and so on.

   This would allow businesses to retain the efficiency of automatic publishing and sending while providing much better visibility and control over recurring invoice sequences.

   If after that point the renewal cycle pushes itself into draft to be reviewed/ check if the quote has been amended for the year, that would be fantastic. It would just make the admin a lot cleaner. Especially for those of us with a large amount of clients who have different agreements on their invoices.

   I had a search and can't seem to see anyone asking for this, apologies if they have!

   We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.

   However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.

   Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the… more

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   submitted  ·  System responded

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

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

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

7. I have windows in my envelopes so the customers name and address is visible.

   I use envelopes with windows in them and I am finding the name and address are not clear. They are too far over to the left of the invoice. Could the address be printed slightly over to the right so it fits in the window of the envelope clearly. Also I don't like the customer phone number and email being on the invoice - this too is visible in the window. Can they be removed from the invoice?

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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. Buatin faktur pembelian ****

   Pembayaran handphone redmi a7 pro dengan ram 8/64secara cash dengan harga 1.700.000

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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. Move due date to the end of the header to separate it from the issue date.

   Is it possible to have the due date moved to the end of the header so that it is not next to the issue date? I have on numerous occasions looked at the invoices and have mistaken the due date for the issue date and paid it straight away. As it is usually not above other entries on the invoices and it stands out more that the due date which has other invoice details under it.
   
   Before the changes, the due date was separate at the bottom of the invoices and easy to find with no other information around it, and no unnecessary early payments were done then. I am still trying to get used to the new invoice set up.!!

   Is it possible to have the due date moved to the end of the header so that it is not next to the issue date? I have on numerous occasions looked at the invoices and have mistaken the due date for the issue date and paid it straight away. As it is usually not above other entries on the invoices and it stands out more that the due date which has other invoice details under it.
   
   Before the changes, the due date was separate at the bottom of the invoices and easy to find with no other information around it,… 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. Allow quotes to be marked as paritally invoiced.

    Currently a quote can only be marked as invoiced or not invoiced. This doesn’t reflect how businesses actually work, and it’s causing real problems with money management and predicted income.

    On longer-term projects it is very common to invoice in stages, either by invoicing some items in full while others remain outstanding, or by partially invoicing individual items

    At the moment, if any element of a quote hasn’t been invoiced, the whole quote has to stay marked as uninvoiced, even when large portions of it have already been billed. This makes it very difficult to see at a glance what is genuinely still to be invoiced, and makes the quotes list unreliable for forecasting and tracking work in progress. It’s frustrating and creates extra manual tracking outside Xero.

    This seems like it should be an easy fix to vastly impove functionallity. It would just require:

    A Partially invoiced status for quotes
    The ability to invoice selected items, or a percentage/amount of a item, directly from a quote
    A view on the quote page showing amount invoiced to date and remaining balance
    The quote to update automatically to Invoiced once everything has been billed

    This would make Xero far more usable for project-based businesses where staged invoicing is pretty standard

    Currently a quote can only be marked as invoiced or not invoiced. This doesn’t reflect how businesses actually work, and it’s causing real problems with money management and predicted income.

    On longer-term projects it is very common to invoice in stages, either by invoicing some items in full while others remain outstanding, or by partially invoicing individual items

    At the moment, if any element of a quote hasn’t been invoiced, the whole quote has to stay marked as uninvoiced, even when large portions of it have already been billed. This makes it very difficult to see at a glance what… 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. bad debt provision

    Bad debt provision is currently manual and doesn't link to the listing. An option to mark an invoice within the listing as a potential bad debt which could then flag if paid/ credit note allocated against would remove the risk of over providing, or even automatically post the required journals.

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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. search Billable expenses in invoices

    Search bar in/when selecting billable expenses

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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. Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

    Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

    Credit Notes are very difficult to currently manage. There is no ability to filter so you can easily allocate current period credits to current period invoices. Being able to filter open invoices via period/date would improve this issue. Also being able to search an invoice number so you can allocate to original invoice without scrolling through large lists.

    Being able to allocate credits in full via a tickbox instead of manually typing the amount would also make this process quicker and with less room for errors.

    Also, when dealing with such large lists on the allocation screen the balance/check of remaining credit to allocate is all the way down the bottom. Having this total fixed off to the side or top so it's always viable so we don't have to keep scrolling to the bottom. it's very time consuming and frustrating to keep scrolling all the way to the bottom to check.

    Having the system allocate credits when we create a payment batch would solve just about all these issues ie allocate to newest 1st for the invoices in that batch. At the moment you can't include any credits. I would like to see this implemented as long as the total for the supplier doesn't go into negative. We deal with a large volume of credits, and this would be the best way to manage our accounts.

    Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

    Credit Notes are very difficult to currently manage. There is no ability to filter so you can easily allocate current period credits to current period invoices. Being able to filter open invoices via period/date would improve this issue. Also being able to search an invoice number so you can allocate to original invoice without scrolling through large lists.

    Being able to allocate credits in full via a tickbox instead of manually typing the amount would also make this process quicker… 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. Alert me when invoices become overdue - for one customer (or for selected customers)

    For a specific customer (in our case the customer is called "Cash Sales"), we would like to receive alerts when any specific invoices become overdue. And also ability to select this option for other customers if we wish.

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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. item

    There should be the option to tie tracking categories to items as it may be needed however there is always the option to not.

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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. Repeating Invoices to be sent on the last day of each month

    We send out monthly subscription repeating invoices on the last day of every calendar month so we can receive 30 day payments with customers who have payment terms of 30 days after end of invoice month. However, the invoice date defaults to 30th of the month for months that have 31 days. It's a big effort to open every invoice and change it to 31st of the month when months have 31 days.
    Please add an option to select "Last day of month" for repeating invoices to be sent.

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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. payment advice

    Allow more flexibility when entering payment instructions ie change font size/colour and allow the adding of a QR code.

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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. turn on invoice reminders for one customer

    The ability to be able to turn on invoice reminders for specific clients rather than having to turn it on for everyone and turn off the ones you don't want.

    We have a customer base of 700 and I want to have invoice reminders set up for approximately 10 of them. I haven't done this as it would take too long to turn off the reminders for the remaining 690 customers. Or alternatively it would be good if you can turn it on for specific 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. 🙂

19. files/documents to be auto-attached to sales invoices

    It would be good if files/documents are auto-attached to sales invoices the same way they do for bills when created from the Documents library

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

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

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

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

20. it would be great to see quotes that have been sent to a customer when clicking on a customers name in the contacts section. Rather than ha

    It would be great to see sent quotes when clicking on a customers name in the contacts section. Rather than having to revert back to sales then quotes then find the customers name.

    It would be easier if the quote automatically goes to the contacts details.

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    0 comments  ·  Quoting  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

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

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

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