21 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.
-
Why is the text when mailing invoices, now not populating variable information fields? I often customise my messaging and am now disrupted
Please give me back invoicing with variable fields populated. How can the gibberish now provided be a good idea and enhance user experience?
2 votesThanks for the additional feedback here, team and apologies for the earlier misunderstanding on my end.
Digging into this further - there was a change that we implemented in July to update how information such as the customer name, invoice number and amount due is added to emails.
Previously, these details could be filled in when you first opened or drafted an email. Now, Xero keeps the placeholders in the draft and fills in the latest information when the email is sent. This also applies to scheduled emails.
This means the email should contain more accurate, up-to-date information at the time it's sent. For example, if an invoice amount changes after you draft or schedule the email, the email will use the current amount when it is sent.
When composing an email, you may see placeholders such as [Contact Name] or [Invoice Number] instead of the final values. This is…
-
New Invoice Look
I absolutely hate this part of the new invoice. The old look was much more classy and sophisticated. At least give us an option to go back to that please.
4 votesThanks for sharing your feedback on the new Invoice Template experience, Aysha. We understand your request to bring back the Classic Invoicing template layout or provide an option to switch between the Classic and new templates.
While we understand the value this request may provide, we’re unable to accept requests to revert features to a previous version, as we can’t commit to making this change.
That said, if there are specific improvements you’d like to see in the new Invoice Template experience, we’d encourage you to submit new ideas outlining your suggestions. This will help us better understand the areas where the new experience could be improved.
-
Invoice Template - Layout
I do not have time to look at personalizing the invoice layout -maybe I should- The wording now is all bold - uses more ink-i send a copy of the invoice with product boxes so customer has individual product batch trace codes- I don't use 2% payment methods all the time for large sales so I don't want them to pay this way --you have highlighted all these and now a bar code as well- the biggest heading is TAX INVOICE this is not as important as the Logo or business name- Xero needs two clicks to highlight the type…
4 votesHey Janette, thanks for the feedback on the new invoice templates. We appreciate the time taken to pass your thoughts along. As there isn't a specific request for change we have set this as feedback which means others cannot vote or comment. If you do have specific changes that you want to put forward you can reply to us here.
-
Revert back to old Invoice layout
New Invoice Layout - Bring back the function to edit the "invoice titles". We use Commercial Invoice/Pro-Forma Invoicing & can no longer edit "draft invoice" to these headings. New layout just made life harder for people who use this function!
3 votesHi Lynsey, we appreciate your feedback however I want to be open here that we don't accept ideas for revert to an old experience.
That said I want you to know that our product teams are paying close attention to feedback on this change and around the same time as your post here they also rolled out an update that enables users to set a custom title for their invoices with the new invoice editor.
This is found within the Advanced section - there are a couple of common options the team have provided or you'll be able to enter and save your own custom title. 😊
-
Invoici improvement suggestions
Can Xero consider making the following improvements/updates to Invoici if these features are not currently available nor in the pipeline?
Add a Bulk submit button (whereby users can check different bills/invoices to transmit to IRAS)
Add a Fillter function so that users can filter the list of Invoices/Bills by identifiers such as Invoice/Bill number, Contact name, etc.
Add an Export function (to export the list of Invoices/Bills as Excel, .csv, PDF, etc.)
2 votesHi Sarah, thanks for sharing your feedback on e-invoicing.
We understand the requests for bulk submission, additional filtering and export options. As these requests relate to the Invoici platform rather than Xero functionality, they’ll need to be raised directly with Invoici.
For filtering and exporting invoices, Xero already has these options available from the Invoices and Bills to pay lists.
As this post also combines several different requests, I’ve updated the status to Feedback and closed it for voting. If there are specific improvements you’d like to see in Xero’s platform, please raise them as separate ideas so we can track each request individually.
-
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.
-
Lawfirm
We use this system in our law firm and maintain two separate accounts:
One account is used exclusively to record trust transactions.
The second account records both trust and business transactions, enabling us to deduct the total invoiced amount from trust funds while clearly reflecting the client's remaining trust balance.
Overall, the system works exceptionally well for our practice. However, we have encountered a few issues with the Payments Received and Overpayment functions.
The main concern is that the Overpayment feature affects the Payments Received figures and the total receipt amount. Unfortunately, overpayments are not reflected on a printable receipt…
1 voteThanks for sharing all of these suggestions with the community. There are a few different requests here, including printable overpayment receipts, South African Rand batch payments, and trust accounting workflows.
As these are separate areas of functionality, I’ve updated the status to Feedback and closed the post for voting. Keeping each request as a separate idea means the community can vote on the individual improvements and we can track the feedback more clearly.
If these are still important to your workflow, please create a separate idea for each request with more detail on what you’d like to see.
-
Userface changes
I appreciate that your team is always working to improve the user experience, but you need to know that the more you keep changing interfaces, the more you keep causing friction in the business owners daily workflow which results in disruption and negative gains.
1 voteAppreciate you sharing this feedback, Peter. We understand that ongoing changes to the Xero interface may require adjustment when you’re used to a particular workflow.
As the post covers general feedback rather than one specific product request, we’ve updated the status to Feedback and closed it for voting and comments. We’ve also shared your feedback internally so the relevant teams are aware of your experience.
If there’s a particular interface change you’d like to see improved, you can raise it as a separate idea so we can track that specific request.
-
currency
Multi-Currency accessible in small subscriptions
1 voteHi Noémie, we appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures via Xero Product Ideas and cannot make commitments to ideas of this nature.
-
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.
-
invoice overview page show which invoices have had CIS applied.
On the all invoices Overview page It would be great to have a column which shows whether or not CIS has been applied to the invoice. Currently I have to Invoice the client and then apply the cis to the invoice after the client has seent the invoice so their accounts system can then deduct the cis. when you have multiple invoices. it would be easier to see which invoices have had cis deducted rather than going into each invoice to see if its been done. also it would be easier to have the option to just deduct the CIS…
1 voteHey Charlotte, thanks for raising this with us, we really appreciate the time taken. It seems like there may be some double handling happening and we would really like to help you streamline your ;process when raising CIS invoices. If you can raise a case with Xero Support and talk through how you are creating the CIS invoices and any other processes and they will be able to ensure the easiest path. If I have misunderstood your request you can reply to this with more information.
-
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.
-
Web Content Accessibility Guidelines to be implemented correctly
The Web Content Accessibility Guidelines 2.2 Level AA need to be correctly implemented into all areas of Xero, including payroll, invoices and quoting, purchases, accounting and all other areas. Auditing of the solution needs to be done using professional auditors with lived experience. many areas of Xero do not meet the guidelines.
2 votesThank you for sharing your feedback, Narelle. Xero is committed to digital accessibility. Xero.com substantially conforms to WCAG 2.2 AA standards and our dedicated Digital Accessibility team is continually working to improve accessibility across our entire platform for customers with a wide range of abilities.
As part of our current processes, we evaluate our experiences a range of assistive technologies. We also conduct usability testing directly with people who have lived experiences.
If you’d like to share more about your experience or any specific accessibility barriers, please contact our team at accessibility@xero.com. Thanks
-
Employee Time Sheets
QuickBooks style timesheets. I don't think I need to say anything further but, in the service industry this thing is gold.
It's all about how your org works but I am pretty sure no one will complain if they are able to have employees fill out time sheets from a central location and have that time get pulled when generating invoices.
1 voteThanks for bringing this to us Shawn, we appreciate the time taken to let us know what you'd like to see in Xero. As you will know in the US, Gusto is Xero’s payroll partner. Xero offers a Xero-branded payroll product that’s built into Xero and powered by Gusto, rather than having to build the full US payroll system itself. We believe this brings the best of both brands together making life easier for our customers. We appreciate your feedback around this.
-
Invoice Payments and Batch Deposits – Allow US Date Format
Fix the date coding to match the browser’s native date control, which presents dates according to the user’s locale while storing them internally in a standard format or the company's location.
The Invoice Payment and Batch Deposit ignore the organization's regional date settings when dates are entered manually. This only seems to occur in these specific windows, making the behavior inconsistent with the rest of the platform and interrupting data entry every time a payment is recorded, essentially causing havoc when regular users go to enter a date and don't check that it's correct, which makes reconciling harder, cumbersome because…
1 voteSorry to hear the troubles you're running into here, Julie. If other parts of Xero is using MM/DD/YYYY format except the Batch Deposit and payment workflow, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
-
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.
- Don't see your idea?