899 results found
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Statements - Record additional notes sent with statement.
Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement
6 votes -
Customer statements - Print in Landscape
Can we have an option to print to pdf statements in landscape as well as portrait?
for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this12 votes -
Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements
160 votesHi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
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Invoice - Total item quantity on invoice
Invoice - A total items line in invoices would be extremely helpful for our clients to be able to reconcile inventory sent with the invoice.
25 votes -
New invoicing - Retain formatting and special characters in Contact 'To' field
It's good to see you have extended the period before removing classic invoicing because I still need to revert to classic for certain features that are missing from the new system, namely:
- The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
- Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
- Save and continue feature, I don't like the auto save feature because it continues to update the history and notes while I am still adding details to the invoice…
6 votesAppreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
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New Invoicing | Contact - Change default selection on tab from "add new"
Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
Can we change the defaults or something to fix this?
It does the same thing with…12 votesHi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
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Invoicing - Ability to edit /add the reference from the invoice overview page
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteWe're always grateful for your feedback and love hearing what features you'd like to see in Xero. We understand that being able to update the reference field directly from the invoice list page would save you time. While this isn't on our immediate roadmap, we're monitoring the demand for this feature. We'll be sure to post an update here if anything changes ⭐
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New Invoicing - Feedback
What I like that you added:
* Saving as draft!
* New Due Date drop-down selections (e.g. 14 days)What I do not like:
* No "add another invoice" option after save + print PDF, more clicks now
* When save + print PDF, now opens a new tab that needs closed, more clicks
* Cannot "copy" the invoice line "item" - I usually create many lines that I used to be able to copy & paste the "item", now more clicks
* Too much whitespace and font too large, I want to be able to see the data w/o…15 votesHi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
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New invoicing - Searching items by start of field
New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.19 votes -
Customer Payments - Payments on Account, instead of Overpayments/Prepayments
You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.
In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.
50 votes -
New Invoicing - Autosave in edit mode
New Invoicing Autosave function - Does not work in Edit Mode
When you create a new invoice the autosave function is there.
However, if you approve an invoice and then try to edit it, then the autosave is not there and you must manually click update.
Can you please make this feature more consistent. Either everything is autosave or not autosave. Having some aspects will create confusion and lost data6 votesHi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
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Purchase orders - Online view with option to convert to Quote
Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.
The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).
This is already set up on the Sale side, where Company A…
2 votesHi there, we appreciate your suggestion. It's a thoughtful idea that touches on a key part of the procurement process. We understand that the current method of emailing PDFs and relying on suppliers to recreate the information on their side requires some manual work.
An online view of purchase orders, along with the ability for suppliers to convert those into a quote or invoice in Xero, would help make this a much smoother experience for everyone involved.
At the moment in Xero, purchase orders can be converted into bills, which you can then send to suppliers, and quotes can be converted into invoices to be sent to customers. However, there isn’t a way for suppliers to view a purchase order online and import it into their organisation as a Quote.
This idea is currently in the Gaining Support phase, so we’re keeping a close eye on feedback and interest from…
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Invoicing - Increase the Font Size
Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
Font size- Font is very small and should be increased to at minimum 12pt.3 votesHi Lynda, appreciate your feedback here. As you may have seen from updates on this idea we have now added the ability to add multiple rows to an invoice at a time in sets of 5, 10 or 20 like you could in classic invoicing.
Earlier this year we also enhanced the invoice grid to optimise font size, padding and column widths. I want to be transparent that we don't have further plans for changing the font size in invoicing.
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Invoicing - Ability to turn off auto suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blankWhy this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the APIWhat Xero can do - …
27 votes -
New Invoicing - one click tracking fill from contact default
On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.
12 votesThanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.
Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.
Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as…
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Invoice templates - Prevent past invoices from updating when a template is amended
Amendments to Invoice Templates.
If you make amendment to an Invoice, the amendment should only be applied from the date & time of the amendment & should Not apply the amendment to all your previous Invoices on your records already sent!
Note, currently the only way around this is to create a new template with the amendment.1 voteThanks Ian, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Invoicing - Issue warning when unit price is Nil
It would be great to have the ability that Xero gives you a warning when an item line in Invoicing has a $0.00 in the unit price before been approved.
We have had clients that missed completing the price and then the Invoices are sent out.
It would be handy if they got a reminder that this is $0.
Thank you2 votesHey, just a quick update on this. We don't have any immediate plans for this, but 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 votes and comments about how this would help them, too.
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Invoice - Display entry count in 'History and notes' section title
Transaction "History and notes": show in the title how many notes exist. This will avoid having to click the drop down arrow head to check every time. e.g. "History and notes (3 entries)".
3 votesHi Peter, we get why being able to see the number of entries in the History and notes section at a glance would be helpful, especially when you're quickly checking for activity on an invoice.
It might seem like a small change, but we can see how it would save time and make things just that bit easier when you're managing lots of transactions.
This idea is now in the Gaining Support stage, which means we’re keeping an eye on how much interest it gets. Feel free to add your vote or share how this would help you, the more context we have, the better. We’ll keep this thread updated with any news.
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New Invoicing - Include org name in PDF document name
New Invoicing - have the document name of invoice include who it is from.
PDF will show INV-02335OrangeCross.pdf
INV-[inv number]_[organization ref max 10char].pdfGreat for me as an exporter of invoices but more importantly as an importer
5 votes -
Invoicing - Pin the Contact for entering multiple invoices for the same customer
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
2 votesHi Kari
Thanks for sharing this idea about pinning the Contact when you enter multiple transactions for the same customer.
Now it's up to the community to get behind and support this. You might like to share your idea with any colleagues that this could benefit so they can add their votes and comments to support your ideas!
NB. We need to keep ideas for the different areas of Xero separate. If you'd also like to see this feature when adding supplier bills, we'd need you to raise a separate Product Idea for it, so the community can also vote for that to support it.
- Don't see your idea?