23 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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Preview Invoices
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head in.
2 votesSorry to hear the troubles you're running into here, Mark. 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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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.
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jobber quotes sync
Quotes are not synced to xero from Jobber. It would be great if quotes were to sync and deposit payments automatically log as a liability without all the work around that currently needs to be done just to keep accurate accounts. I have to do draft invoices in order for information to sync over to xero from jobber otherwise i cannot reconcile deposit payments when I'm bulk paid. So Jobber/Xero Quote syncs would be great.
2 votesAs Jobber designed and built their integration with Xero, the best next step would be to reach out to Jobber directly to see whether they’d consider expanding the integration further.
You can find their contact details on their Xero App Store listing here: Jobber on the Xero App Store. The Additional info section includes Jobber support contact details.
You can also share requests relating to integrations through Xero Developer Ideas, which includes a dedicated New Integrations area.
Thanks again for taking the time to share your feedback — it’s appreciated.
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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.
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Missing Item Codes, Terms & Logo
Not sure if it's just me but in the last week or so I have noticed that quotes no longer show the item code, the quote terms box or our logo even though all the boxes are ticked to do so in the settings..?
Really need these features back working please as we are now having to manually add/adjust these in the PDF before emailing clients.3 votesHi everyone, thanks for bringing this to our attention. As this sounds like a system issue rather than a product idea, the best next step is to raise this with our support team so they can have a look into your organisation. We’ll close this thread here to make sure it’s directed through the right support channel.
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Integration between Bookem and Xero
Hello,
I would like to request a direct integration between Bookem (the South African practice management and EMR platform) and Xero. This integration would help healthcare professionals and clinics streamline their billing, payments, and reconciliation processes by syncing data between Bookem and Xero automatically.
Key benefits:
Automatic syncing of invoices and payments from Bookem to Xero
Improved accuracy and efficiency in financial record-keeping
Reduced manual data entry and reconciliation
Better visibility of clinic finances within XeroWho would benefit:
Healthcare professionals and clinics in South Africa (and other regions using Bookem) who use Xero for their accounting.
This would make…
1 voteHi Sarah, thanks for engaging with us about this. We have a separate idea forum that's specifically for Integration and developer based requests that I'd recommend sharing your feedback through.
I had a quick look but doesn't appear any other user has requested this yet so you can start one for this there that others may like to vote on and we have experts in that forum that can better review and keep you updated.
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Link Projects to Invoice Line Items via API
Link Projects to Invoice Line Items via the API
"Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.
This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.
Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices…
1 voteHi James, thanks for bringing this to our attention. We can see how being able to link Projects to invoice line items through the API could support businesses building custom integrations and automated project billing workflows.
As this request relates specifically to Xero's developer API, we've updated the status of this idea to Feedback. We understand there's already a similar idea being tracked in our Developer community, which is the best place for API feature requests to be reviewed and prioritised.
If this capability is important to your workflow, we encourage you to continue adding your feedback and use cases to the existing Developer idea so our API teams can better understand the value it could provide.
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Invoices - Customize default subject lines and text using Email Templates
XERO should enter the customer front office era!!!
We need:
1) drag and drop invoice templates to replace the pre-historic existing templates and doing away with the "Billy Boy" word document interface for making invoice templates = the pre-history!
2) add the ability to tune the PDF naming to include custom selected key element
3) add the ability to use custome selected email naming for emailing invoices!!!!
The most important part being invoice template tuning ... please PLEASE enter the 121st century!!!2 votesHi Chantelle, thanks for sharing this feedback. We understand that having more flexibility over customer-facing documents and communications can help businesses keep their branding and workflows consistent.
As this post includes multiple requests that are already being tracked individually, we've added your vote to the following ideas:
- Invoice Templates - Drag and drop invoice designer
- Invoicing - Customize PDF file name to include contact name
With regards to the Invoice email customisation, this is already available in Xero. You can go to Settings > Email settings to edit your invoice email templates. From here you can update the email subject, body content, and use placeholders to automatically pull through key details like contact name, invoice number, and due date.
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All
All invoicing available
1 voteThanks for engaging in Xero product Ideas, Moses. Unfortunately we don't have enough detail to understand your needs or what you're wanting to see improved in Xero to help you move more efficiently.
Welcome to restart your idea and share more detail about what you're looking to see and how this would help you get better use out of Xero. Thanks
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1 vote
Hi Moses, similar to the other idea you recently started we need more information to be able to consider your idea.
If you can share more detail of your needs and how your idea would help this will help others gravitate that may like to see this too.
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View Invoice detail
I often need to go to a clients file and look up previous invoices to see the last time they ordered a product, how much they had and what they paid etc . At the moment I just get a list of invoices we have raised for the customer and have to open them one by one to see the detail. It can take ages to find what I am looking for . I need to be able to quickly scroll through all the invoice description. My work round is to export details of all invoices raised each month to…
1 voteHi Simon, it sounds like the Receivable Invoice Details report should help with the view you're after here.
If you set up the report to Group by contact you can easily run this anytime to get a quick understanding at the invoice line level of the different services and products you have sold to different customers.
Alternatively, the Income by Contact report or Sales by Item report may be other options that you an look into.
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Bank Rec - Match Customer bank details
Reconciling needs to cross reference the bank details of the customer as well as the amount paid. One of the biggest admin errors we face is when we auto match the wrong statement line to invoice. If the software was looking for the bank details too this would help avoid mis match.
1 voteWe'll need some more detail for your post to be considered as an idea here, Julia. If you can clarify which bank account you are wanting to match (I assume the bank account that the payment was made from) we will be able to ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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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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Opportunity to Improve Purchases Module and Invoice Automation in Xero
Dear Xero Team,
I would like to share a constructive observation regarding the Purchases module, specifically around the management and automated processing of bills.
From a user perspective, the bills segment currently feels underserved and lacking ongoing optimization. This represents a clear opportunity for improvement and growth. Many of us who use Xero regularly recognize that the automated invoice capture and processing system does not meet expectations, particularly in terms of data extraction accuracy.
While the feature that allows forwarding invoices to a designated Xero email address is a step in the right direction, it has notable limitations in practice:
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1 vote⭐ Thank you so much for taking the time to share such a thoughtful and constructive idea with us.
We really appreciate the detail you’ve provided, as well as the clear care you have for making the bills experience better. It’s especially valuable to hear from customers who are working closely with these workflows every day and can speak directly to where friction still exists.
We also want to acknowledge the initiative you’ve taken in building your own solution. It’s clear you’ve put a lot of thought into improving invoice processing and creating a more efficient experience, and we genuinely appreciate you sharing that perspective with us.
Improving how bills and invoice data are brought into Xero is an area we care deeply about, and we’re continuing to make strong advances in this space, including through our own AI-driven capabilities. Feedback like yours is incredibly important because it helps reinforce…
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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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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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Payment Service - Credit Card
I need to receive payments from a credit card entering the information manually
1 voteHey Claudia, thanks for raising this with us. We think this is something you can discuss with Xero Support as there are options for Credit Card payments in Xero and they will be able to guide you. You can raise a case following this link: https://central.xero.com/s/raise-support-case.
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Third Party Integration - HaloPSA
We use, and our customers see the HaloPSA Invoice number ($invoiceid), however Xero displays its own invoice number, with no place to cross reference the HaloPSA invoice number. We would like the HaloPSA invoice number somewhere in Xero so that we can easily cross reference it
1 voteThanks for sharing your feedback 🙂 HaloPSA built and manages the integration with Xero, so they control how the integration works and what information is sent through to Xero. Because of this, any changes to the way the integration behaves or the data that syncs would need to be reviewed by HaloPSA. If you’d like to explore whether this can be changed, you’ll need to contact HaloPSA directly. It may also be worth sharing this feedback on HaloPSA’s site, so their team can review it directly.
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