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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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28 results found

  1. Why can’t Xero do basic spreadsheet-style paste???

    This is honestly ridiculous: in 2026, Xero still can’t handle basic multi-cell paste like every normal grid on the web.

    Everyone uses Excel, Google Sheets, Airtable. We copy blocks of rows and columns all day. In Xero, the same paste either dumps into one field or doesn’t work, so we’re forced into CSV import or manual entry. That is a massive waste of time for something that should be a baseline feature.

    There is no technical excuse here. Airtable/Sheets don’t do anything magical. In a browser, multi-cell paste is just:

    Clipboard text in…

    66 votes

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    4 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, we totally get wanting more efficiency in entering repetitive data into your invoices, especially when updating longer invoices.

    We’re working on an improvement to the line item grid of invoices that’ll make repeated column-based entry much faster. 😊

    Once out, you'll be able to drag the contents of a field in one row up or down a column, making repeated updates much easier when entering things like account codes, tracking or tax rates.

    I’ll round back to share once this is available to you all here.

  2. E-Invoicing in the UAE.
    This will soon be a requirement in the UAE with legislation to be passed on this.
    Please can we as Xero users have a standard process template for this.

    60 votes

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    37 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, thank you for supporting and sharing of your e-invoicing needs with us through Xero Product Ideas.

    We appreciate those that have linked to our web page - I'd also like to confirm here that e-invoicing and VAT support for United Arab Emirates is currently in development working toward the ASP requirements.

    We will keep you looped in on updates for this here, however want to confirm that we intend to have a solution available in the next few months.

    I'll share as there are more details around the progress and how e-invoicing will work for your business with Xero.

  3. I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.

    The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a…

    6 votes

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    Hi team, there are two parts to unpack here:

    1. the new bills split screen, and
    2. the bill payments flow.

    We’ve introduced a new bills quick view that lets users easily enter, scan, review, and take action on bills without leaving the list view. For some users, this completely replaces the older bills UI. The product team is monitoring this closely and may make quick view optional, so users can choose between quick view and opening the full bill. I’ll keep you updated here.

    We’re continuing to support online bill payments and are encouraging setup because it can improve efficiency and simplify payments. There are no plans to remove online bills from the payments flow.

    For users who prefer manual payments, they can still use the Record a payment tab or select a bill in the list and click Make payment above the list.

  4. Many of my clients upload supplier invoices directly to Xero, where they appear in the Files section.
    Currently, when selecting an uploaded invoice and choosing Add to new → Bill, Xero creates a blank bill rather than extracting and pre‑filling the invoice details. In contrast, invoices received via Email to Bills are automatically processed and prefilled using OCR/AI.
    It would be extremely helpful if invoices uploaded to Files could be processed in the same way, allowing Xero to prefill a new bill using AI or OCR. This would avoid the need to ask clients to change the email address they…

    4 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Hi Craig 👋, we've recently introduced Smart Document Capture which will achieve what you're after here!

    Once you upload files Smart Document Capture will be able to analyse and create transactions on your behalf including invoices, bills, spend and receive monies.

    This feature is currently available to all regions except NZ and AU which will be coming soon. 😊

    I'll keep you updated once it's available to all users.

  5. Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The reason is now, when we send to MyInvoice, every thing has become "viewed" instead. So now I don't know whether my customer did view or not.

    I also suggest the MyInvoice under the Sent column, once the e-invoice validated, can it changed to "validated" instead of "viewed"? Like that we do not need to open another tab at the History and Notes to look up for it.

    13 votes

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    1 comment  ·  Invoicing  ·  Admin →
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    Hi team, we appreciate your feedback here. Very soon we'll be releasing a dashboard for e-invoicing in Malaysia that'll help with your needs here.

    It'll highlight the e-invoicing status for each transactions, and show where data is missing, helping to generate, validate and submit consolidated e-invoices. I'll be back to confirm once this is live to you all. Thanks

  6. Please move the SAVE for the New invoicing to the bottom as per old invoicing. When you have an invoice with 30-50 items and then have to scroll back up to save it adds to the pressure of getting things done.

    Or Better still

    Leave the old there until you've got it together and your Paid subscribers are happy.
    We are seriously looking at moving away from XERO due to all the changes you impose on us without proper UAT. More often than not it creates more work for us and causes more stress we just dont need in an…

    247 votes

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    45 comments  ·  Invoicing  ·  Admin →
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    Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.

    While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.

  7. 89 votes

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    42 comments  ·  Invoicing  ·  Admin →
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    Hi community, some time on from my last update we'd love to share further developments in this space with you here.

    Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

    For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

    On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…

  8. Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
    Need to be able to not bill them where I have a project invoice. Just assign the customer.

    7 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hi team, thanks for your feedback on this idea. Our team are currently working on a refreshed Sales overview page which will soon be rolling out to customers. As part of this work they'll be solving for the idea here with Billable expenses sitting before Quotes. 😊

  9. Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
    Can we change the defaults or something to fix this?
    It does the same thing with…

    13 votes

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    4 comments  ·  Invoicing  ·  Admin →
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    Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.

  10. On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.

    12 votes

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    6 comments  ·  Invoicing  ·  Admin →
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    Hi community, we have an improvement in the works that once implemented, should help with the efficiencies you're after here.

    We're developing the ability to drag contents of a field in one row up or down a column within your invoices. This means once released, when editing your invoices once you select the tracking option in one row you'll be able to drag this down the column, saving you from having to click into and selecting the option on each row.

    I'll come back to share once this is released so you can begin using it asap. 🙂

  11. It would be really useful to have a way of typing the date without having to use a / in between the numbers, like you could on classic invoicing

    e.g. 20012024 used to convert automatically to 20th January 2024 on classic invoicing

    45 votes

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    8 comments  ·  Invoicing  ·  Admin →
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    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

  12. Enable the option for invoices to by default display both billing and delivery addresses.

    41 votes

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    8 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, thanks for all the context you’ve shared on how this impacts your workflows. We understand how a simple in-product setting for showing delivery address on an invoice would improve efficiencies for you all here.

    Currently, the best option remains to insert the ContactPhysicalAddress merge field/s with the use of an advanced invoice template.

    However as part of a larger piece of work we’re doing to develop multiple addresses per contact within invoices, this is an idea we’ll be solving for.

    We can’t provide definite timeframes but will shift to In development and share further news as it progresses with you all here!

  13. For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices

    10 votes

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    6 comments  ·  Invoicing  ·  Admin →
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    Hi team, we appreciate you sharing how important it is for you to be able to update repeated product details more quickly within draft invoices.

    We’re currently working on an update to the line item grid within invoices, where you'll be able to drag (or use keyboard navigation) to drag contents of a field in one row up or down a column. 😁

    This'll make it much faster to repeat or update line-item details across a draft invoice, which should help when things like product pricing need to be applied across multiple rows.

    I'll round back to let you know once it's out, and how you can start using this feature!

  14. I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that…

    81 votes

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    31 comments  ·  Invoicing  ·  Admin →
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    Hi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.

    This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳

    It's in the process of being released to all users and I'll round back to confirm when available to all!

  15. When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.

    13 votes

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    7 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.

  16. Ability to add bigger better quality logo's at the top of the body of invoices sent as emails.

    132 px x 37 px ends up so tiny and always blury (I have tried all formats but some sort of extra compression is going on in the backend. Don't look so good for us graphic designers ;-)

    ps: screen shot attached so you can see where I mean, designscope logo always blury :-(

    81 votes

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    23 comments  ·  Invoicing  ·  Admin →
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    Hi community, happy to provide an update to you all here. As some may have already started using - we've introduced our invoice template editor which is currently available to all NZ, AU, UK and US organisations and soon to be with all other regions.

    Along with a slicker, smoother experience being able to customise and personalise the look of your invoices this new standard branding option has no restrictions on logo resolution or size. Find out more about this feature on Xero Central.

    I'll be back to confirm once this has been release to remaining regions!

  17. Ability to have partial payments through Stripe.

    Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.

    246 votes

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    Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.

    Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.

    Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.

  18. Ability to upload changes to existing invoices via csv.

    Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.

    Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each…

    97 votes

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    21 comments  ·  Invoicing  ·  Admin →
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    Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

    We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

    We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

    We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

    I'll keep you updated of the…

  19. It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.

    For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…

    30 votes

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    5 comments  ·  Invoicing  ·  Admin →
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    Hi community, thanks for continuing to share how time-consuming it can be to repeat the same details across multiple lines in an invoice, quote or bill.

    We’re working on an improvement to the line item grid of these transactions that'll improve the process for you all here.

    We're developing the ability to drag the contents of a field in one row up or down a column to apply it across other line items. There will also be keyboard options for those that prefer not to use a mouse.

    Once available, this’ll make it much easier to repeat details like tracking, account codes and tax rates across line items without re-entering the same value over and over.

    I'll be back to share once this is rolled out, with more detail on how to make use!

  20. It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.

    22 votes

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    4 comments  ·  Invoicing  ·  Admin →
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    Hi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.

    I'll be back to share when this is ready and shipped to you all 🙂

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