35 results found
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Preview for Credit Note
We would like the ability to preview the Credit Note BEFORE saving it as a Draft.
Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.
Instead, we would like an option where we're able to view a preview when creating the Credit Note.
Purpose: To be review the Credit Note for mistakes before officially saving it.
Thank you!
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.
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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 settings2 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?
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invoice
On the awaiting approval invoice page can we get more details for each customer, like any overdue amount and any credit they have in their account. Currently you cannot apply a credit unless you open the invoice. This will save time and errors.
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.
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statement
When running outstanding statements for customers it should have a running balance on it.
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.
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Invoice payment entry
Correct data flow and field behavior in Invoice payments. The payment popup window is in front of the invoice date and it not movable. I need to be able to move the window and see the invoice date. The payment date fields defaults to "today." I would doubt that anyone posts payments to Xero in real time. The better default date would be the invoice date. You cannot tab to the bank account field and you can't type the account number. You still have to pick up the mouse and drop down and click. Such inefficient data entry. You've had…
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.
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Invoice formatting
Ability to customize invoice settings so invoices can be setup to print with pre-addressed envelopes.
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.
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Paid Awaiting Pickup
Please add a tab in the invoices category for "Paid Awaiting Pickup".
Right now under invoices there is a tab for "All", "Draft", "Awaiting Approval", "Awaiting Payment", "Paid" and "Repeating". Our business often has invoiced paid but the customers have not picked up their products. When they come in we have to search to see if what they are picking up has been paid for. A tab for "PAID AWAITING PICKUP" would really help.
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.
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Split screen for Attachments in Locked Screen and invoice line to scroll up and down
Attached preview window to stay in locked screen on the Left, with line items to be on the right on a scroll screen. Because if you add attachments to work from, the screen will be ready to view from the top left and if you have more than 20-line items inputted and you're working from the bottom. You can't see what the attachment is to work from. Look at pictures to see the mark up of issue. This issue is same as the bills. The bills attachment is on its on screen, but you can move it where you want…
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.
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Improved data on statements screen to support improved statementing process
On the "Send Statements" page...
The address is not needed as the customer can be identified by their name or account number, and 99.9% of statements are now emailed anyway. Removing this would allow space for the two pieces of information that are necessary when individually chasing overdue payaments, plus one extra useful number... The date of the invoice, the date payment was/is due, and the number of days overdue.
This could then be easily referenced when personalising the pop-up email box .... e.g. Your payment was due 30/11 and is now 35 days overdue. Please make the payment as…
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.
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Move easily between invoices etc rather than multiple tabs or reloading everytime
Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)
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.
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More Invoice Placeholders: Next Month
I have many repeating invoices for the next month: End of January I send invoices for the Month of February and it would be good that I can note this on the invoice. Right now I can only put [Year]-[Month] which would be wrong. [Year]-[Next_Month] would be really helpful.
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.
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Please can we get the total number of units at the bottom of the invoice.
Please can we get a total number of units at the bottom of the invoice.
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.
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Autonomous Quoting System
Xero lacks a native, autonomous follow-up mechanism for sent quotes. For service-based industries, this is a critical operational gap.
I propose a fully autonomous Quote Follow-Up system that automatically triggers follow-ups based on predefined rules (e.g. time elapsed, no response, not accepted/declined), with editable schedules and message templates. The system should operate without manual intervention once configured and display follow-up status directly within the quote timeline.
Without this capability, businesses are forced to rely on external CRMs or manual tracking, fragmenting workflows and increasing administrative overhead. A fully autonomous follow-up feature would materially improve quote conversion rates and strengthen Xero’s…
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.
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Customer's Note
It would be great to be able to see customers notes when generating a new invoice. We have different prices for different customers for set times etc. It's annoying Xero doesn't offer different item price structuures.
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.
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All
Withdrawal
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.
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Invoice template needs facility to create a heading
We like to adapt the template to suit our business (professional consultancy work). We put the project name and invoicing period into the invoice. Ideally this needs a separate field for title/heading. Currently the title/heading appears in the first description box on the invoice alongside the hours worked. It is all out of alignment.
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.
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Tradify
When sending invoices from Tradify, Xero to mark them as sent.
At present I have to physically go and mark them as "sent"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.
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Auto detect which client need e-invoice in invoici (Malaysia)
To have a way to easily detect which clients need individual e-invoice in invoici, e.g., there are Tax number in Xero,
so that we can easily select those clients who need individual e-invoice and send to Inland Revenue in Malaysia.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.
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How about listening to long-standing requests and deal with the 4 decimal places issue instead of ignoring the many requests
As per the one-liner
Should be trivial to do because when you upload invoices, you can use more than 4dp and the system (initially) calculates correctly using more than 4dp. It's only when you create an invoice online, or do any kind of change to an invoice (even if it's just altering a description) that the 4dp limit comes in and fouls things up.
This has been going on for well over 5 years and should have been sorted ages ago.
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.
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recurring invoices
Hi all. My business is a small rental car shop and I use a lot of the recurring invoices, as our customers pay weekly rent. In the recurring area, called "repeating", would help A LOT if the box that we press to select all the invoices, showed how much $$$ I am selling in total with those recurring invoices that week. Otherwise, I have to check manually or open a report and it would be much easier if the total amount could be showed, as the "awainting payment" appears in the right up side. LETS MAKE IT HAPPEN !!!
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.
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