14 results found
-
Lifting email sending limits for legitimate bulk invoices
Xero currently has a limit of about 600-800 emails per day for sending invoices. Understandably, this is to help prevent spam and protect reputations and credibility, etc - this is all very well and good.
When this limit is reached, there is an error message directing the user to contact Xero Support to confirm it is not spam, however this process of going back and forth with Xero Support took about 4 business days to resolve.
While the user can log in the next day and send another 600-800 emails, if there are a lot of invoices that need to…
16 votesThanks for sharing this feedback. We understand the request for a way to increase daily invoice email limits when you have a legitimate need to send a high volume of invoices.
As daily email limits are in place to help protect customers and maintain email deliverability, requests to increase them need to be reviewed on an individual basis rather than managed through a product idea.
I can see that you had a support case with us regarding this and this is now resolved. We've updated the status of this post to Feedback and closed it for voting, as this type of request will need to be handled through support process.
-
Connect with chat gpt
I’d love native Xero integration for ChatGPT. As a business owner, this would be a game changer.
I’d like ChatGPT to be able to:
- Read my Xero data securely (with my permission).
- Analyse profit and loss, balance sheet, and cash flow.
- create quotes and invoices on the fly.
- ask questions like “How profitable was last month?”, “Which clients owe me money?”, and “What were my biggest expenses this quarter?”
- Compare performance month to month and identify trends.
- Help categorise transactions and suggest improvements.
- Analyse jobs, margins, payroll, and overheads.
- Forecast cash flow and model business decisions.
- Prepare management reports and…
3 votesThanks for your engagement and sharing other connections you'd like to see Xero develop integrations with - Ideas for app integrations are best shared through our Xero developer ideas forum I've had a quick look but it doesn't appear this has been raised with us yet. I'd recommend raising this with our Developer team, there.
I also just wanted to highlight existing options although not through ChatGPT you can currently connect Claude to Xero for similar use cases and we have JAX your in product AI companion that can also surface valuable insights.
-
Stripe payment to include Invoice number when releasing funds
When customers Paying direct from invoice we cant see it from our ebnd as the sum comes bank account from stripe without invoice number- due having stripe payments also from website it is hard to follow and lately fees are different for some reason- can Stripe add invoice number when send funds to our bank account
2 votesThanks for reaching out Pille - Riin. I can understand why having the invoice number included in your Stripe payouts would make reconciliation much easier.
In this case, the payout reference and information shown on Stripe payouts are generated by Stripe, so this isn’t something Xero can control or customise from our side.
The best next step would be to raise this directly with Stripe Support, as they’ll be able to confirm whether this is possible within your Stripe account settings or consider it as a feature request.
Please let us know if there’s anything else in Xero you’d like us to help with.
-
Invoice and bills Pages
There should be a running total on the pages for their respective totals as both myob online and quickbooks have.
Quote-unbilled-overdue-invoice-paid.
The invoice page requires a much more user friendly search function also similar to the bills page.
The entire pages is overdue for an overhaul, very bland and basic, well outdone by competitors2 votesThanks for sharing your feedback with the community, Che. We appreciate you taking the time to let us know what isn't working well for you across the invoices and bills pages. At the moment, the feedback is quite broad and covers several areas, which makes it difficult for us to identify the specific improvement you're looking for.
We've updated the status of this post to Feedback for now. If you're able to share more detail about the specific change you'd like to see, or create separate ideas for each suggestion, it will help the community vote on them individually and give our product team clearer feedback to review.
-
Bills - Automatically clear the Expected Payment Date field when copying an existing bill to create a new one
When copying an existing invoice, i.e. for a subscription renewal, it retains the expected payment date from last year's invoice (which was input when we received a remittance advice for that particular invoice from the customer). Retaining it in the newly copied invoice is really unhelpful because it is no longer applicable, the new invoice does not have an expected payment date from a year ago! I appreciate it is easy to remove but you have to remove it from each and every invoice from the awaiting payment tab, which is incredibly frustrating and unnecessarily time consuming when you have…
2 votesHi Shin, thanks for getting back to us with more information. We can see now that the behaviour is inconsistent depending on how the invoice is copied.
After testing, we found that when an invoice is copied from the Invoices list or from within the invoice, the Expected Payment Date is cleared as expected. However, when the invoice is copied from Contact record, the Expected Payment Date is retained.
As this appears to be an inconsistency in the current behaviour, we'd recommend raising a case with our support team so they can investigate it further with our Product team. Thanks again for taking the time to follow up and help us better understand the issue.
-
transport invoice with fuel levy
transport invoice with fuel levy included in austrailia
2 votesThanks for bringing this Idea to us Paul, we have now moved this to Feedback as we need more information to review the Idea. Please note, this post will be removed after 30 days , however you can still react to this post of you have more detail you can give us.
-
sales invoice footer
We currently use sales invoices with a footer showing the old address. I have been searching how to amend the footer to show the new addess without any luck.
Could someone please assist with this.
Thank you in advance
1 voteThanks for reaching out with your question, Mohammed. It sounds like you need help changing information within your Xero organisation, specifically the business address shown on your invoices.
This is best handled through Xero Support, where the team can guide you through the relevant settings and help confirm where the address needs to be updated.
-
Payment Service - authorize.net
Return support for authorize.net payment gateway integration. This is such a missed opportunity for sending invoices and receiving credit card payments.
It would also be nice to add a function to charge for credit card processing.
1 voteThanks for sharing your interest in an Authorize.Net integration for Xero online invoices. We understand how having your preferred payment provider available could help streamline invoice payments and reduce manual reconciliation.
As this is a request for a third-party payment integration, these types of requests are managed through the Xero Developer Ideas forum rather than the core Xero Product Ideas board. We recommend posting and voting there so the feedback reaches the relevant developer and API teams.
-
Copying an invoice or quote link is logged as editing
Please change this process as it is not actually making any change to the invoice or quote. We're only copying the URL. I got in trouble because I was accused of making changes to an invoice when in fact I only copied the URL.
1 voteHi Joseph, thanks for raising this. Simply copying an invoice or quote URL, without editing or saving any changes, should not create a History & Notes entry showing that the document was edited.
If you’re seeing an “Edited” entry after copying the URL, that isn’t expected based on the action you’ve described. Please raise a case with Xero Support so our team can investigate this with you. It would be helpful to include the document ID, the approximate time it happened, and the steps you took before the entry appeared.
Thanks again for bringing this to our attention.
-
Make invoicing more friendly
I'm confused why these points aren't already available.
-enable unit total on invoices. I have no idea why this field is not available for invoices. After searching for a solution, I can see people have been asking this for years.
Enable arrow key to go next row. When scanning large orders, having to switch between peripherals is slow. scanning product, tabbing to change quantity, and then mousing to next row.
Fix scanning issue. Due to browser delay, scanning a barcode with a scanner that has return key enabled (most do by default) opens "create new item" screen. Fixing this would…
1 voteThanks for sharing your feedback on making invoicing easier to use.
We understand the request for a more intuitive and user-friendly invoicing experience. As this post includes several different suggestions, we’ve updated the status to Feedback.
To ensure votes can be tracked accurately and that everyone is clear on which specific improvement they’re supporting, we only accept one suggestion per idea. We’ve listed some existing ideas below that may match the suggestions you’ve shared, so you can vote and add your feedback to those discussions:
- Invoice - Total item quantity on invoice
- Invoices | Inventory - Add units of measure (UOM) & weight to line items
- Invoices and Bills - Use cursor keys instead of mouse or tab
- Sales Invoices - Ability to print invoices in Xero in one click
If the existing ideas don’t cover what you’re looking for, please raise a separate idea for each suggestion. This helps…
-
invoices sync across from Halaxy with Date of Service & NDIS No.
When our invoices sync across from KEY IMPORTANT required data that is included on our clinic Practice Management software - Halaxy Invoice is omitted in Xero. This data is a requirement of most funders eg., My Aged Care required the Date of Service, along with NDIS, who require NDIS Number and date of Service. If this information was included then the invoice can be emailed from Xero and also stripe fees collected in Xero. With current set-up invoices need to be emailed from Halaxy which is not the preferred option.
1 voteThanks for bringing this to the community, Christine.
We understand the request for additional Halaxy fields, including Date of Service and NDIS Number, to sync into Xero invoices.
As this relates to third-party integration, we’ve moved the post to Feedback. We recommend contacting Halaxy Support or sharing the request through Xero Developer Ideas.
-
I do all my invoicing through Harvest which links to Xero it works a treat
This way I record time, add staff members and now can do quotes. Harvest is, for a very small business the way to go and link with Xero
1 voteHi Denis, thanks for the feedback on how Harvest works well wiht Xero. This forum is more for people to raise Ideas on how Xero could work better for their specific businesses, or individual needs. But its lovely to hear that this is working for you, so thank you 🥰
-
all search
Bring back searching for draft invoices from the all tab please. we want to see everything in an all tab.
1 voteHi Stacey, I appreciate this may be frustrating if it’s not working as expected. This is already possible in Xero, and searching for draft invoices from the All tab has always been available. If you're unable to do this on your side, please raise a case with Xero Support so we can take a closer look and work through it with you.
-
New Invoicing - Keep contact name/email of copied invoice
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 votesHey Andreas, thanks for the idea content. We'll need some more detail for your post to be considered as an idea here. Currently when you copy an invoice over the only name available to select is the contact name and not other additional contacts that have been added to the contact record. This means that whether the invoice is the latest or the oldest the Contact name is the same when copying over.
- Don't see your idea?