899 results found
-
multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.4 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
-
Invoice templates - Ability to edit Title for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…3 votesThanks, Will for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
New invoicing - Option to show/hide fields and adjust their sizing.
New invoicing - option to remove existing columns and adjust their sizing.
You had this option before the latest release, why did you remove it...
I dont want to "Due Date" on the top, nor the "reference", nor the "online payment option"5 votesHi everyone, thanks so much for submitting and supporting this idea. It’s clear from your feedback that having greater control over invoice edit layout, like showing or hiding fields or adjusting the column size, would make a difference on your workflow.
We understand how important this kind of flexibility is, and we aim to support a wide range of businesses. Right now in Xero, there are some options available. You can choose to hide or show certain columns on the invoice layout, such as tracking, discount, and amount. But we know this doesn’t cover everything, and many of you are looking for more customisation.
This idea is currently in the Gaining Support stage, which means it’s open for feedback and votes. The more we hear from you, the better we can understand the need and shape future improvements. We’ll keep an eye on the discussion and share any updates right…
-
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
8 votes -
New invoicing - Increase Transaction lines in invoices
Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.
6 votes -
New invoicing - Remove invoice description character limit
Remove New invoicing description Character limit. Currently the limit is 4000 which isn't enough for large customer invoices.
27 votesHi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
-
BRING BACK CLASSIC INVOICING
BRING BACK CLASSIC INVOICING
We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.
We urge Xero to reconsider this approach and…
6 votesAppreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.
We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.
-
Repeating Invoice - Introduction of the most basic features required
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice date
- Repeating Invoices - Day/Date…
5 votesSorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
-
Xero Accounting app - Add numerical discount to mobile app invoices
Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.
When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.
7 votesHi team, appreciate your feedback and wanting consistency between the web and mobile functionality.
While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.
We'll keep tracking the votes and interest through this idea and update you if there's any news to share.
-
Invoice Reminders - Ability to send over due reminders from the Sales Overview Invoices page
Posting this again as admin totally missed the whole point in their response and gas lit the idea then closed the comments off like they had done something amazing.
Replying to the admin response:
Yes. Of course I am aware you can send automatic reminders and that is great if everyone is paying through a payment system and is automatically captured. Yet for businesses like mine where 99% of people are small businesses and pay by bank transfer, one must still manually go and consolidate payments. So automatically sending out reminders is redundant if you have to manually check everything…2 votesHey Jesse 🙂 We apologise for misunderstanding the original pain points in this idea you raised. We understand how time-consuming it is to re-send each invoice individually, and we appreciate you sharing your idea again on how this feature would help you get paid faster. Our product team is currently reviewing this idea, and we'll keep you updated on its progress. We're always looking for ways to improve cash flow management in Xero and appreciate your patience.
-
Invoice - Enable copy/paste from invoice lines when creating new inventory items
It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
Request to remove the 'grayed out' background2 votesHi Toni, thanks for sharing this idea. We understand how valuable it would be to quickly copy text directly into the New Item window from the invoice line items, and we see the opportunity to improve this experience.
This idea is now in the Gaining Support stage! Your votes and comments help us understand the demand for this feature. We'll be sure to update this post with any further updates.
-
Invoice - Preview attachments from send window
When emailing invoices with attachments, it would be helpful if we could view attachments, just as a double check.
At the email stage, we can preview the email and invoice prior to sending, but not the attachment.2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
-
Email Templates - Add image and hyperlinks
Can customise email signatures. Add feedback links in emails
102 votes -
Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
3 votesThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.
We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
-
Xero Accounting app - Copy from invoice to quote on android
Why no "Copy to draft quote" on android?
There is "Copy to draft invoice" but no "Copy to draft quote" on android. Please add it. Thanks.
1 voteHi J Phuah — thanks for sharing this idea with us! We’ve captured your suggestion and moved this to Gaining Support and it’s now open for community support so others can vote and add context. 👍 Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙
-
Invoices - Tag, Colour Code, or Otherwise Categorize Invoices
It would be really useful if there was an options to tag or colour code invoices in the list view, so that at a glance we could see invoices grouped together for any given reason.
For example most of my invoices are paid via direct debit, so I'd love a way to tag/colour code the invoices that have not yet signed up for the debit system, so that I can see at a glance how many I am still missing and who I need to follow up on.
5 votes -
Receivable Invoice Detail Report - Show Same Description Format that was entered on Invoice
The way an invoice displays on an invoice it so very different to how it appears on the Receivable Invoice Detail report - it is ridiculously different (and in many cases, unreadable).
Can Xero please honour the spacing entered in invoices (for a reason) on the Receivable Invoice Detail Report.
Not really understanding why this wouldn't automatically be the case.
2 votesThank you for your idea. While we appreciate the suggestion, we've decided not to add this feature to our current plans. For users with a large number of invoices, the report would be too big to be useful. This would really only be a good option for users with a small number of invoices.
If you'd like to achieve this, you could consider using add-ons.
-
New invoicing - Option to "approve and print packing slip"
New invoicing - please add "approve and print packing slip" as a drop-down option
7 votes -
New invoicing | Contact - add additional people on the fly
Adding a new customer on the fly.
The drop down for adding a new customer at invoice does not have any fields for adding the customer the contact. Why13 votes -
Repeating invoice - Set Frequency for price/amount increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
24 votes
- Don't see your idea?