18 results found
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Invoices - Ability to natively append multi-page Terms & Conditions to invoice
Add terms and conditions to the bottom of all invoices on the "New Invoice Theme'
Our T&Cs for engagement are over two pages long; having it as a secondary document or at the end of the invoice would be great.9 votesHi everyone, thanks for sharing your feedback here. We understand it’s important to include your full Terms & Conditions with invoices to help support your business processes.
At the moment, longer Terms & Conditions can be added by using an Advanced Invoice Template (DOCX).
Standard invoice templates are designed for simpler layouts, while advanced templates give you more flexibility over formatting and document structure. You can add multi-page Terms & Conditions within the template, including as additional pages at the end of the document. Once uploaded, the full invoice and attached T&Cs will be generated each time the template is used for invoices.
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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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Expose shareable quote URL via API
When a quote is marked as Sent, Xero generates a shareable in.xero.com client link via the "Get Link" button.
However this URL is not exposed anywhere in the API — the GET quote response doesn't include it, and /OnlineInvoice returns 404 for quotes.
For anyone building quote workflows via the API, this means having to jump back into the Xero UI just to copy a link that already exists.
Simple request: include the shareable URL in the GET quote response once status is SENT, similar to how OnlineInvoiceUrl works for invoices.
1 voteHi Tom, API requests are best suited for our Developer idea forums where there are more like minded users and experts that can keep you updated if there's progress.
Taking a quick look there it appears this idea has been raised and I'd recommend adding your vote to this idea. 🙂
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Improve Ignite plan usability by increasing or removing bill limits
I’m reviewing Xero plans for cost efficiency and assessing whether the Ignite tier can support an active small business workflow given the most recent pricing increases across all plans
At present, Ignite allows 20 invoices per month and 5 bills per month. The issue is that the bill limit is reached almost immediately in a normal operating business (rent, suppliers, software subscriptions, utilities, contractors). As a result, the plan is not practically usable for ongoing bookkeeping without either changing how transactions are recorded or upgrading to Grow almost immediately.
The current bill limit creates a structural gap in the entry-level…
1 voteHi Lauren, appreciate your feedback hear and the review you've provided of our ignite plan offering.
While you feedback has been shared with our teams, we want to be upfront that 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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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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clover
Integration with Clover just like you have with Stripe and GoCardless. It is significantly cheaper than Stripe, and with costs increasing everywhere it would be nice to reduce some payment services costs.
1 voteThanks Mark for the suggestion around a Clover integration. As a note, Xero Product Ideas isn’t used for requesting new third-party integrations, since these are typically built by the third-party provider or through Xero’s API ecosystem.
You may find it helpful to:
- Submit API-related requests via the Xero Developer Ideas page
- Reach out to Clover directly regarding integration interest
- Check the Xero App Store for any existing integration options
Appreciate you taking the time to raise this.
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Trigger e-Invoice via API
We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.
Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.
This idea was first shared on the developer uservoice more than 3 years ago https://xero.uservoice.com/forums/5528-accounting-api/suggestions/46554133-trigger-e-invoice-via-api
1 voteHi Sarah, appreciate you raising the idea here to get attention. That said, the Developer forums where this was originally is the best place to share and receive any updates on API related requests.
I've made sure to share your feedback with the appropriate team who are looking into an update. They'll share as soon as they have news for you all on that original link. 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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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.
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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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New Invoicing - sending by email
When sending an invoice by email, the addressee fields (TO, CC, BCC) pull in suggested email addresses from across the Xero organisation. This can be dangerous and easy to mistakenly send an invoice to a wrong person. Can there be settings to control this behaviour or even turn it off if desired?
1 voteHey Mark 🙂, this is not expected behavior in Xero, email addresses will only pull from the contact file, not the wider Xero organisation! You can untick 'include this person to emails sent to the contact' and the emails won't appear when you are emailing transactions.
If you're experiencing performance issues, or some thing isn't working as you'd expect it to, 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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Ability to add a future notification
It would be great if we can add a reminder that Rental should increase in a particular month.
1 voteHey Petina, thanks for raising this Idea we appreciate the feedback. As Xero is an Accounting software, all emails are based on transactions (reminders etc) you would need to look at a CRM or another third party app to use to manage customers and changes to rental agreement or rent increases.
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Branding theme - Quotes | Issue quote in business name
If a customer wants a quote issued in a business name, I have to send an invoice because the Quote only uses the "Primary person-First name-Last name" fields, not the "Contact name" field (which can be a business name).
I've had to approve a quote to convert it to an invoice, send the invoice but advise the customer that it's only a quote...1 voteThanks for reaching out! By default, our standard branding theme pulls information directly from the Contact Name field on your contacts page.To display a business name instead, simply enter the company’s name into that field and then add any specific individuals as primary contacts within that record. If you prefer to show both the business and the individual person, you can use a DOCX template to insert the «ContactFirstName» and «ContactLastName» fields. You also have the flexibility to add a custom prefix, such as Attention: or Addressed to: before the name field.
For a deeper dive into these steps, you can check out the linked help article here or contact our support team directly for one-on-one assistance.
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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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