9 results found
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Invoicing - Remember default settings
New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
It's going to be very frustrating otherwise :)421 votesHi everyone, appreciate all the feedback you’ve shared about default settings in the new invoicing experience. It’s been really helpful hearing where remembering your preferences can save time and reduce repetitive clicks.
Since this idea first came through, a number of the suggested improvements have been added.
Your last selections for “Include PDF of invoice” and “Send me a copy” are remembered in your browser.
We’ve also introduced keyboard shortcuts, added contact group invoicing, and made sure that when you copy an invoice to the same contact, their contact defaults carry through.
As mentioned in my last update - we enhanced the invoicing grid which included updates to the hide/show column selector, so this now defaults based on the last selection of what to show.
We understand there are a portion of users within this idea that are interested in the Approve or Save buttons on an invoice…
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History and notes - Invoice has been unmarked as sent.
New Invoicing: in the History & Notes, an invoice has been approved BUT NOT SENT, then when the invoice is edited, a history note says " Invoice has been unmarked as sent " This is definitely not true. The invoice was never sent at this point, it was never marked as sent or marked as unsent. Please fix this incorrect Note in the History.
5 votesHello everyone, thank you for bringing this to our attention.
We understand that you've noticed an issue where the History and Notes indicate that an invoice is "unmarked as sent," but there are no subsequent updates detailing the sending process.
The product team is aware of this situation. To allow for a thorough investigation, we recommend that you raise a case with our support team.
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New invoicing - Page loading slow
New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.
Current wait time is 15-20 seconds per page load.
Ive cleared cache and cookies to no avail
I have uploaded some shorts on you tube for you to see the problem.
50 votesHi team, we appreciate all the feedback we've received from you here.
We're continuing to make changes and make updates across invoicing to enhance our customers use and experience when invoicing with Xero.
We do want to make sure we're understanding any friction points our customers are having where they encounter slowness in our products however it's best that you raise a case with our Xero Support team where our specialists have tools to get a closer look. They can troubleshoot appropriately, properly investigate and if needed escalate any issues.
While your feedback here's all been shared back with our product team, we urge you to come into our team via Xero Central if you're experiencing any ongoing issues with loading. Any detail you can provide on the actions you're taking when you experience slowness will help their investigation. Thanks
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Quotes - Retain quote number when creating invoice
We currently avoid using the quote function for our business case as we need to use the Inv/Quote number as the reference from start to finish for the job, but this means the quotes are actually draft invoices so sit in draft.
In MYOB there was the ability to retain the quote number as the invoice number when converted, It would be excellent to have this as an option so we could use the quote function.3 votesHi everyone, thanks for sharing your thoughts. We appreciate the need to have the Quote number retained as the invoice number. While this is not quite the direct functionality in Xero, it can be achieved by using the Copy to feature, which references the quote number. Alternatively, you can try updating the sequence of the invoice to match the quotes. We recommend raising this with our support team so they can further investigate this.
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Invoicing - fix behaviour when using Tab from Issue Date to Due Date
When I am in the Contact field and update the Contact and click Tab, the cursor moves from the Contact field to the Issue Date field and highlights the date in the Issue Date field.
After I update the date in the Issue Date field and click Tab, the cursor moves from the Issue Date field to the Due Date field, momentarily highlights the date in the Due Date field and then immediately moves the cursor to the end of the date.
It's annoying AF.
If I update the Due Date field and click Tab, the cursor moves from the…3 votesSorry to hear the troubles you're running into here, Sam. By default, when you press tab after entering the invoice date to move over to the due date, Xero will highlight the due date for you in the similar manner as it is doing for the invoice date and the invoice number boxes. If you're experiencing issues, or some thing isn't working as you'd expect it to, it's best if you could 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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PLEASE RETURN TO CLASSIC FORMAT FOR INVOICING - this is so frustrating and no-one seems to be listening!!
PLEASE RETURN TO CLASSIC FORMAT FOR INVOICING - this is so frustrating and no-one seems to be listening!!
1 voteHi Lindi, appreciate you sharing in Product ideas here however we don't accept ideas for removal of new features. If there is something in particular about new invoicing that you'd like to see improved welcome to join or start an idea for this that we can gauge interest in from community here and consider in product planning.
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Invoices - Able to enter a Due Date prior to the Issue Date
I accidentally issued an invoice in November 2025 with an incorrect due date set to January 2025, which is earlier than the invoice issue date. This invoice was approved in Xero.
Could a validation feature be added to prevent such errors by ensuring that the due date is always later than the invoice issue date? Thaks!
1 voteHi Ivy
Usually when you do this, Xero will give you a notification popup saying 'Did you realise the due date is before the issue date?'.
If you need any help with this, or anything else in Xero, please raise a case with our Support team, who'll be happy to help.
You can find details on how to raise, view and update support cases here: Get help from Xero Support and here: My cases in Xero Central.
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Section 18A
We need an easy way to generate a Section 18A certificate from the system on receipt of donations from PBO's.
1 voteHi Zelda, appreciate your idea on Section 18A certificate generation.
We’ve moved this to Feedback status for now, as the post doesn’t fully meet the criteria we use for product ideas.
If you’re able to provide a bit more detail about what you’d like to see, it will help other users, and our team understand the idea more clearly. Once you’ve updated the details, we’d be happy to review the post again.
Thanks again for taking the time to contribute.
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Xero - Add integration with Dojo
Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks
18 votesHi everyone, while we appreciate the interest this idea has received we want to provide an update here as interest for the development of new apps is best shared through our Xero developer community.
I've had a quick look however it doesn't appear that this has been raised through the forums here yet. Generally interested apps build and develop an integration with Xero themselves, however we are keen to understand integrations our customers are most interested in and see how we may be able to support those app partners in integrating with our platform.
While I have shared your interest here with our Apps team, in order to best take on board and keep you updated of any progress for this we'd recommend raising this with the team there. Thanks
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