50 results found
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Invoicing Template ability to remove web links
We’re happy with the new edit template invoicing experience, but would like full control over what appears on PDF invoices, specifically the ability to remove the “View Online” button.
Many invoices are printed or saved for offline use, where web links don’t make sense and can look unprofessional. For some businesses and customers, digital links on formal invoice documents are unnecessary or confusing.
Suggested solution:
Add a simple setting or template option to enable/disable the “View Online” button on PDF invoices, so businesses can choose what works best for them.Since it is our business, we need to have more…
26 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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schedule send
Schedule Send
Would be great if there was a Schedule Send option on invoices instead of having to log into XERO.
18 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Branding - Additional reference fields for sales invoices
Allow users to enable additional, custom reference fields.
Please add the ability to enable additional, custom reference fields on sales invoices via the 'Edit Branding Theme' screen, to support business in the motor industry.
These fields would allow invoice issuers to record vehicle specific details such as:
- Make / Model
- Registration
- Colour or MileageCurrently Xero invoice only support a single entry reference field, and so users at present must rely on line descriptions or notes, which are inconsistent, unclear for customers, and increase queries and disputes. Competing software such as Quickbooks already support these additional invoice…
16 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Pro forma
Add a Pro‑Forma Invoice option to Quotes and Invoices.
Rationale: Many accountants and businesses must include issued invoices in year‑end accounts even when payment is not guaranteed.
A Pro‑Forma Invoice option would clearly distinguish non‑binding estimates from recognised billing, reducing accounting confusion and audit risk for clients. It would streamline workflows for firms that handle large numbers of contingent or advance quotes, improve accuracy in reporting, and make Xero more attractive to businesses seeking clearer revenue treatment—likely bringing new clients to the platform.6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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branding theme editor
Hurry up and roll out the great branding theme editor shown in your video! I love it and want to use it. The one in the picture attached.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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everytime i update a price shange in an invoice, it should automatically update the price in the inventory system.
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Multiple delivery addresses for drop shipping
Add multiple delivery addresses under one customer name for drop shipping.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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terms and 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.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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duplicate line
Ability to duplicate a line/line item within an invoice AND bill so that it doesn't have to be entered again and again. This will go a long way to streamlining cost allocation.
Loadable internal templates for bills and invoices to be entered for the businesses who layout complex invoices/bills.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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sales invoice bulk import due date
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add “Assigned Staff” Tab to Invoices in XPM
Add “Assigned Staff” Tab to Invoices in XPM.
We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.
Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.We propose adding a fourth tab titled “Assigned Staff.”
Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the clientHaving the ability to assign up to 4–5…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Send credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Enter expected date for multiple invoices at once
When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.
IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.
At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Once off clients
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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title of quote to be transferred onto invoice but furthermore title to be available in invoice list as it is with quotes......
This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add a quick button to go back to invoices especially after posting a payment or while reconciling
Add a quick button to go back to invoices especially after posting a payment or while reconciling. Invoices are the thing I use most and reference most but I have to go through like three steps to get back to where i was.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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whatsapp
Email is now so over used, that generating sales invoices and sending via email is so ineffective. Can we have a way to send them at point of creation via whatsapp. I am having to follow up our invoices by whatsapp, as so few are actually seen by clients amongst the ton of junk email everyone now gets. It is so labour intensive. (Generating SMS would be useful too)
THIS IS ULTRA URGENT3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Option to delete invoices more than 6 years past
Under GDPR, customer data can only be kept for a reasonable period of time.
In the UK, businesses must keep tax records for at least five years from 31 January following the end of the relevant tax year. In practice, this means records need to be retained for 5 years and 10 months.
Your GDPR policy can therefore state that records will be kept for 5 years and 10 months. After this period, continuing to store invoices (for example, in Xero) could put you in breach of GDPR.
To help businesses stay compliant, Xero could offer an optional feature that…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Receipt - Show full amount paid including overpayment
When a customer overpays an invoice the receipt does not show the full amount received, only the amount allocated to the Invoice. Can you please allow full amount paid to be on the receipt!
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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History to record details the invoice was copied from
When I copy an invoice to a new invoice, the NEW invoice does not record in history the details of the invoice it was copied from (used to in classic invoicing).
This makes it nearly impossible to track back to the original if any changes made on the new version need to be reviewed/compared to the original.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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