29 results found
-
Invoicing Template ability to remove web links
We’re happy with the new edit template invoicing experience, but would like full control over what appears on PDF invoices, specifically the ability to remove the “View Online” button.
Many invoices are printed or saved for offline use, where web links don’t make sense and can look unprofessional. For some businesses and customers, digital links on formal invoice documents are unnecessary or confusing.
Suggested solution:
Add a simple setting or template option to enable/disable the “View Online” button on PDF invoices, so businesses can choose what works best for them.Since it is our business, we need to have more…
7 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Raising a Quote which can then be converted to a Project once quote is accepted.
The quoting process is more user friendly than the project function, if you could raise the quote from the 'Quote' page with all the details needed and then open a project from that, with all the detail, to begin the project stage, while projects are brilliant it is long winded if need to add a lot of detail, to then quote, then invoice.
If the project process could begin at the quote level, there would only be 1 level to dismiss should the quote be declined. Quotes are always the bottom level.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Search bar - Instant Search Focus for Faster Pasting / Typing
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.
How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the paste…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
sub categories
Ability to have sub category line items so can for instance quote for a kitchen and it does a subtotal for that then quote a bathroom and it has a seperate sub total incl or excl GST then a final full total
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Purchase order - Enter an order number
Customers should be able to enter a purchase order number when they accept a qoute emailed to them
2 votesHi Michael, just trying to understand your idea here a little better. When you Accept a quite at present do you manually enter the PO into Xero?
Currently when entering the Purchase order there are 2 fields this could be entered
- Order Number
- Reference
Can you share a little more about your process and what's missing in Xero for your workflow here?
-
gmail integration
QuickBooks already has this, support for Gmail integration for sending invoices through your own Gmail account, not from generic Xero email address.
Would be more personal, professional and functional, as well as supporting record of sent emails (invoices etc) in Gmail sent items. Some services also do not accept emails of invoices unless from a recognised email address, so xero address is rejected.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).
Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).
For UK VAT-registered businesses, the current invoice list views (including Invoices Awaiting Payment and Draft invoices) only show gross totals including VAT. This makes it difficult to understand true cashflow, as the VAT portion is not money the business gets to keep and will be payable to HMRC.
It would be extremely useful to be able to either:
Display Net (ex-VAT) and VAT as separate columns in these invoice list views, or
Toggle between Gross and Net totals in the list view summary.
This would allow…2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
invoice reference default set to account number
I would like to be able to check an option that automatically adds the accout number to the reference field on invoices. This would save a lot of time.
I'm sure there would be options that people would like ot autofill this field so make ot part of the settings3 votesHi 👋 thanks for engaging in the product idea forums. To check, when you say you'd like the Invoice reference to autofill from the account number - would this be the Contact Account Number from their contact record?
-
sales invoice bulk import due date
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Keep contact name/ email of copied invoice rather than from last invoice to that client
I have clients with several different contacts and I would like to keep the specific contact from the invoice that I am copying. Instead it copies the contact from the last invoice to that client.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Increase Transaction Limits (Invoice, Bills, Bank Line Items)
The lowdown on transaction limits:
1,000 sales invoices (based on 10 line items per invoice)
1,000 purchase bills (based on 10 line items per bill)
2,000 account transactions
2,000 bank statement lines
1,000 lines per statementFeature Request:
Increase system transaction limits (invoices, bills, bank line items, etc.) for higher-volume usersDescription:
As businesses scale and transaction volumes grow, Xero’s current handling limits (per document line items or per period) can become a constraint — especially for industries with complex billing (multiple lines, consolidations) and those migrating from systems with higher allowances (e.g., Zoho Books Enterprise plans). Increasing these limits…2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Custom templates - Add native integration between Xero and Zoho Invoice (FREE)
Add native integration between Xero and Zoho Invoice (FREE): Custom templates
"Many small and medium businesses use a combination of Xero for core accounting and Zoho Invoice (FREE) for invoicing, custom templates, client portal features, and payment links. A native Xero–Zoho Invoice integration would streamline workflows and eliminate duplication of effort."
Current Challenge:
- Users must manually re-adjust invoices in Word if to customise Xero invoices offline.
- Requires much time and effort to export, build, import and test - until working.
- Word customisation is limited, and an integration to Zoho Invoice would be much easier.
Proposed Solution:
"Add a native connector…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Package prices - subtotal costs vs itemised pricing
I wanted to share some feedback regarding the invoice templates. Currently, invoices always display individual item prices, which makes it difficult for businesses like ours that offer package or bundled services. It would be very helpful to have an option to show only the overall package price or total cost, without displaying each item individually.
This feature would improve clarity for our clients and streamline the invoicing process for businesses that work with bundled pricing.
Thank you for considering this suggestion!
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
option to change who remindes are sent to
INVOICE REMINDER EMAIL ADDRESS SAVED PER INVOICE - Enable invoice reminder emails to be captured and stored on a per-invoice basis, rather than reverting to the main contact.
For organisations with global customers, invoice recipients often vary by region, project, or business unit. In our organisation, a single customer can have multiple valid invoice contacts depending on the specific project.
Currently, reminder emails default back to the primary contact, forcing users to manually re-enter or amend the email address each time. This is inefficient, error-prone, and very labour-intensive at scale.
Allowing the reminder email address to be saved per invoice…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
New
Why can't we get the "PRODUCTS" on our App Dashboard to enable us to check the product and prices ( will be very handy if shows the available quantity as well) to check whenever we get a call from our customer, who is asking for a product price and available quantity ?
PRIT ( Truck Tyres Helpline ) using this for Invoicing
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
calculate exchange rate from sum due and sum received
I have multiple customers who are charged in US dollars. When they pay via Stripe the money is immediately converted to Australian dollars.
When I mark invoices as paid I am presented with an interface that creates more work than it need do.
I know the amount charged, I know the amount received. What I don't know without calculating is the exchange rate.
Allow me to enter the amount received OR allow me to calculate the exchange rate in the exchange rate field by allowing calculations, but don't ask me what a 6 digit exchange rate is.
I spend a…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
E-Invoicing - PEPPOL Compliance - Hungary
We need E-Invoicing - PEPPOL Compliance for Hungary
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
XPM Timesheet time to show actual local time
XPM Timesheet time to show actual local time. Currently it shows Sydney but I'm not located there
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Invoice reminders on due date
Prior to the latest update of Xero, users could select 'due in 0 days', which would enable reminder invoices to be sent on the due date.
Now there is only the ability to send an invoice reminder just before or just after the due date.
Please reinstate the option to automate invoice reminders on due date, not just before or after.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Linking timesheets approved by the client to invoice generation
The clients that I provide services to seek as supporting documentation a timesheet that has been signed off by an authorised representative of the client. At the moment I use an excel spreadsheet to do this then manually generate an invoice on the total agreed hours. It woud awesome to have feature where you prepare a timesheet in xero, xero sends a link to the approver to sign the timesheet then xero pulls the hours into a invoice + any agreed expenses (with supporting invoices and signed off timesheet)
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
- Don't see your idea?