9 results found
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Invoices - Selecting different bank accounts when invoicing to customers
Xero users need more flexibility when choosing which bank accounts customers must pay in. Majority companies have more than 1 bank account, but there is no easy way to specify per invoice which bank account the customer must pay in besides changing the company settings back and forth. Give Xero users the option when invoicing to select via a drop down (for example) which business account this customer must pay in.
3 votesSorry to hear the troubles you're running into here, Tanya. While we don't have a bank drop down, you are able to suggest they create a branding theme created for specific account types. So that this way, when sending the invoice they are able to choose what account you'd like to be paid into. If you need further assistance, 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!
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Inoices - Ability to import repeating invoices from Wave
Ability to import recurring invoice data from Wave directly into Xero for easier set up integration
2 votesThank you for raising this idea with us. Since Wave is a third party integration, any feature developments will need to be raised with their team. They have created the integration themselves and will be able to make the necessary changes. If you have any ideas and product features you'd like to see in the future please do let us know!
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Invoice settings - Display amount of GST
Is it possible to display the amount of GST, not the percentage of GST? We have a department who wants to see on the invoice .....
Cost before GST, amount of GST-not percentage then total, all on the one line.Regards Brenda
2 votesThanks for raising this with us Brenda. It is possible to change the way GST is displayed on invoices and other documents. You can use a DOCX template to achieve this. Please raise a case with our Xero Support team on Xero Central and our specialists can assist you 1-1. Thanks!
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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 Kyle, thank you for reaching out with your request regarding a Zoho Invoice integration. We appreciate the suggestion, as we are always looking for ways to streamline our users' workflows. Because this integration is built and maintained by the Zoho team, they manage the development roadmap and feature set for their connection to our platform. To move this forward, we recommend submitting a formal feature request directly through Zoho Support. This ensures their developers can track interest and prioritise the integration in their upcoming updates. Cheers
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Date setting in calendar so glitchy
Calendar could be not glitchy....it would make everything much easier...just make it usable and date setting not so difficult.
1 voteThanks for your feedback, Katre and sorry to hear your'e having troubles with the date calendar.
This does sound like something that would be best looked into with a closer lens by our specialists at Xero Support. I'd recommend raising a case with them so they can take a closer look into this.
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Shopify and Customer Name Integration
It would be amazing if I did not have to retype everyone's information on all the invoices, can you just pull the correct info off of Shopify, it is very frustrating. Having all my Shopify invoices from the same person, also pull the item description, please. Even better if APY was recorded. Everyone uses Shopify....fix please
1 voteHey Katre, thanks for the feedback on the Shopify integration.
The current Shopify Integration by Xero is designed to bring daily summary accounting data into Xero, rather than recreating every individual Shopify order and customer. For each payment gateway, the integration creates one invoice (or bill) per day in Xero that summarises that day’s Shopify sales, refunds and fees. All of those invoices are assigned to a single Xero contact – the Shopify store name – not to each end customer, and the line items are focused on totals for revenue/refunds/fees rather than full, per‑order detail.
Because of this design, the integration doesn’t (and can’t) automatically create separate Xero invoices for each Shopify buyer, or pull across their individual contact details and bespoke references, and it also doesn’t map every custom field a merchant might want (like the “APY” they mention).
Shopify remains the source of truth for detailed customer/order…
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Zapier - Allow ability to build a Zap for quotes
You are currently able to build a zap to create an invoice and add items to the invoice. It would be useful if we could build zaps to both create and add items to a quote as well.
1 voteHi Tameron, Thank you for reaching out and sharing your feedback regarding the Zapier integration. We are pleased to hear that the current workflow for invoices and bills is meeting your needs. Regarding your request for quote functionality, because Zapier developed and maintains this specific integration, new feature requests must be submitted directly to their development team. They are best positioned to evaluate and implement updates to the integration's capabilities. We appreciate your input as we continue to improve our user experience.Cheers
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Prepayment account entry to link to a customer invoice created
Is it possible to link a customer tax invoice imported from 3rd party softwareNightsbridge, to link to a prepayment made previous month (deposit) allocated to Prepaid A/c in Xero bank statement/cash book to the this invoice.
I.E.Bank entry 1/1/2026 R1000, Guest C Thomas prepaid deposit for accommodation.
The Guest/customer, is only due to arrive on the 30th of March 2026 Depart 31st of March 2026. This cashbook entry is processed to the General Ledger Prepaid account 620, with Customer details.When the Guest departs on the 31st of March 2026 the tax invoice for the Guest is created, exported…
1 voteHi Gillian, I'd suggest raising a case with our specialists at Xero Support to talk through this if you need further help.
If the prepayment has been created with the same contact name of the customer that's been invoiced you should find when you enter the invoice there's a prompt to be able to apply credit for the contact.
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increase number of invoices
Xero limit the Sole trader account to 10 invoices and Ignite to 20 invoices. Many of our very small sole traders send 20 plus invoices of a small value. Quickbooks allow unlimited invoicing for their sole trader package, for Xero they need to be on Grow at nearly £40 a month, which is not justifiable for a very small business.
1 voteHi Naomi, we appreciate your feedback, and this will be shared with our teams. However, we do not accept ideas about Xero pricing plans or plan structures as we cannot make commitments to ideas of this nature.
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