56 results found
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New Invoicing - Keep Classic Invoicing
KEEP THE CLASSIC FORMAT FOR INVOICING
475 votesHi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
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New Invoicing - Option to switch Autosave off
I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
Are we able to turn off the auto save function in new invoicing?456 votesHi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
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New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)
New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.
In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.
Please revert to the old system where printing or downloading took the same number of clicks
or
- Change the current Print PDF button to read "Download PDF"
- Add a new "Print PDF" Button that actually prints the invoice.
327 votesThanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
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Petition for Xero Executives Regarding Alleged "Improvements"
Petition for Xero Executives Regarding Alleged "Improvements"
I encourage Xero Subscribers and other customers to start commenting and upvoting so we can show the Executives that these "improvements" are NOT improvements!
So, if you have had problems with any of the alleged improvements, some I have listed below, they include any sub issues associated with the changes.
Please add only "I agree" in comments. This will help our overall numbers into a louder and bigger voice.
- New Bills View
- New Contacts View
- New Invoice View
- Retiring of classic invoice layout
- Xero Support Staff Gaslighting you
Unfortunately, there are so…
103 votesHi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
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Payment Services - Ability to set Zip fee to be added on top of invoice amount
Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.
Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.
In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip…
5 votesHi everyone, though we appreciate you raising this idea with us, we don't have any intentions of supporting surcharging of Zip fees to customers from Xero invoices - There are some BNPL providers that have "no-surcharge" as part of their clauses, Zip being one of these. You can read more on their payment terms on Stripes website.
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Einvoicing - add a second Reference field for Government clients
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function.
Some government clients will ONLY accept eInvoices from Jan-27.
BUT these government clients require a separate field to be added to the invoice header so that their system can recognise the invoice and link it to their purchase order.We are unable to comply as we alreadyusetheReferencefieldforINTERNALpurposes.
If we could add an internal reference field that can be seen on the Contact card's Activity section in the same way the Reference…
3 votesHi Jo, thanks for sharing this idea. We appreciate you explaining how dual reference fields could help meet government client requirements, especially with the January 2027 eInvoicing mandate approaching. After reviewing this with our product team, we've moved this idea to Not in pipeline, which means the product team have reviewed the idea and it isn't on the foreseeable roadmap. The idea remains open for votes, so we encourage the community to continue supporting it if this impacts their business. We'll keep monitoring feedback from the community on this topic.
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New invoicing - Classic Invoicing to remain default invoicing
I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.
19 votesHi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
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Multicurrency - SGD Conversion Box for GST Compliance in Foreign Currency Invoices
Dear Xero Team,
I hope this message finds you well.
I would like to propose a feature enhancement to support businesses in Singapore that operate with a base currency other than SGD but are required to comply with IRAS GST submission guidelines.
Under current IRAS requirements, when issuing invoices in a foreign currency, the GST amount must also be presented in SGD using the prevailing exchange rate at the time of supply. However, in Xero, when the organisation's base currency is not SGD, there is currently no built-in field or conversion box to show the SGD equivalent of the GST…
3 votesThanks for your votes and comments on this idea for a SGD conversion box for GST compliance. It's clear this is a feature many of you would like to see in Xero, and we really appreciate you sharing your feedback. For now, it is possible to use the Reference field to include the SGD value of the transaction. We’ve reviewed this idea and while we can see the value it would bring, it's not currently on our short-term development roadmap. We'll be keeping an eye out for more interest (votes), as these are a key factor in helping us decide what we build next.
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Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
3 votesHi Mandy, thanks for sharing your feedback on managing end dates for repeating invoices. We appreciate you explaining how this impacts your workflow. Your idea has been reviewed by our product team, and we've updated the status to Not in Pipeline, which means that while we've considered the suggestion, it's not on our foreseeable roadmap at this time. We understand this may not be the outcome you were hoping for, but we value your input 💙 and encourage you to continue sharing your ideas with us. The idea remains open for votes, so if others in the community experience similar needs, their support could help us reassess in the future.
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Invoicing - Remove 'Powered by Xero' in Footer of emails
Remove 'Powered by Xero' Advertisement on the footer invoice emails (only recently added)
110 votesHi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
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Invoicing - Add payment on invoice
Add Payments Screen on Invoicing
We are still having to use mouse to enter the BANK ACCOUNT details. You can tab to the BANK ACCOUNT, but once there you have to USE MOUSE to enter bank account. We still have the whole chart of accounts listed in this field, Kelly has said this was fixed so I have lodged a case for that, but still not able to just tab and type enabled.2 votesHey Jacqueline, we appreciate you raising this as an Idea, however the functionality of tabbing through the different accounts you can use as payments accounts is not in the Pipeline. The option to search for the desired account is available as the field is a down arrow select option. The tabbing option is to just get you to the next field. You can, however, hit the space bar to open the selection and then you can start typing or use the up/down arrows on the keyboard to navigate the options.
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Open PDF's in a new tab for printing instead of downloading the file first.
When printing a PDF the file opens in a new tab so it can be printed instead of downloading the file. Xero downloads the PDF to file when the "Print PDF" button is clicked creating file clutter and unnecessary steps to print a PDF. It would be useful if the PDF opened in a new tab and could be printed immediately without downloading the file first like other accounting software does. This will save time and clutter in files.
1 voteThank you for your suggestion to have PDFs open in a new tab or preview window for easier printing.
Currently, as you know, Xero downloads PDFs directly to your device before you can print them. While we’ve looked into opening PDFs in a new tab, there are challenges like browser pop-up blockers and security concerns that make this difficult to support smoothly for everyone.
At this stage, there are no plans to change the current process. However, your feedback is valued, and you can continue to share your thoughts and support for this idea on our product ideas page.
🙂
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Invoicing -Group Entities - Cross-Organisational Duplicate Bill Check
We have around 15 different entities as part of our Group, each of them has its own Xero account.
In terms of payables, is there a way for Xero not only to flag (as it already does) any payable invoice that we try to add under an entity where it already exists but, instead, flag it also as a possible duplicate if the same invoice number exists across all entities within our Group?
This would assist in ensuring that a bill is not paid twice as it might be potentially already paid from another entity that is different from the…
1 voteHi Marco, thanks for your idea and for explaining the need to prevent duplicate bills across multiple Xero organisations in your group. Right now, both Xero’s existing duplicate checks and the upcoming improvements to duplicate detection are limited to within a single organisation only. They don’t compare bills or payments across different Xero orgs, even when they’re part of the same group.
This request would require a new way of linking and analysing data across multiple entities, which is not something we’re currently planning. For that reason, this specific idea is not in our pipeline at this time, though we’ll continue to track interest here other users can still vote on this.
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BRING BACK CLASSIC INVOICING
BRING BACK CLASSIC INVOICING
We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.
We urge Xero to reconsider this approach and…
6 votesAppreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.
We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.
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Repeating Invoice - Introduction of the most basic features required
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice date
- Repeating Invoices - Day/Date…
5 votesSorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
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Receivable Invoice Detail Report - Show Same Description Format that was entered on Invoice
The way an invoice displays on an invoice it so very different to how it appears on the Receivable Invoice Detail report - it is ridiculously different (and in many cases, unreadable).
Can Xero please honour the spacing entered in invoices (for a reason) on the Receivable Invoice Detail Report.
Not really understanding why this wouldn't automatically be the case.
2 votesThank you for your idea. While we appreciate the suggestion, we've decided not to add this feature to our current plans. For users with a large number of invoices, the report would be too big to be useful. This would really only be a good option for users with a small number of invoices.
If you'd like to achieve this, you could consider using add-ons.
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New Invoicing - Feedback
What I like that you added:
* Saving as draft!
* New Due Date drop-down selections (e.g. 14 days)What I do not like:
* No "add another invoice" option after save + print PDF, more clicks now
* When save + print PDF, now opens a new tab that needs closed, more clicks
* Cannot "copy" the invoice line "item" - I usually create many lines that I used to be able to copy & paste the "item", now more clicks
* Too much whitespace and font too large, I want to be able to see the data w/o…15 votesHi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
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Invoicing - Increase the Font Size
Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
Font size- Font is very small and should be increased to at minimum 12pt.3 votesHi Lynda, appreciate your feedback here. As you may have seen from updates on this idea we have now added the ability to add multiple rows to an invoice at a time in sets of 5, 10 or 20 like you could in classic invoicing.
Earlier this year we also enhanced the invoice grid to optimise font size, padding and column widths. I want to be transparent that we don't have further plans for changing the font size in invoicing.
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Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
516 votesThanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Jobber integration to sync data from Xero
There is currently a way one sync from Jobber to Xero. It would be great if a sync from Xero to Jobber can be implemented to records payments in Jobber as soon as a transaction is reconciled in Xero. Similar to what is being one with Thryv and other integrations. This will save me about 1 hour of effort everyday and about 5 hours monthly when the bulk payments come in. I have tried to implement this myself however Jobber API support states they will only allow this if a partner works with them like Quickbooks and Stripe.
1 voteHi Jaco, I want to be open that we don't typically design and build integrations with other apps ourselves. We have a Xero Developer ecosystem where interested parties can come to get information on how to integrate and sync data from Xero with their application. If not already, I'd suggest letting Jobber support team know this is something you'd like to see and if they'd consider expanding their integration for.
- Don't see your idea?