308 results found
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Invoices: Tab forward or back between invoices
It would be great to have a button to go forward or back to navigate/scroll through invoices in invoice number order.
Sometimes i need to quickly check details in invoices already sent. But i have to navigate back to the invoice page or search the invoice number.
Having a forward and back button would be very helpful.17 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoices - Ability to set invoices to auto send on invoice date
Can we please have an option for Xero to auto send unsent invoices on invoice date? I tried setting this automatically with zapier but then the attachments don't get sent via the zapier automation.
3 votesHi Mariane, appreciate your feedback shared with our team how you'd prefer more automation and control for setting all invoices to send on the invoice date rather than the current options of scheduling an invoice send or setting up Invoice reminders.
This isn't something we have immediate plans around, however I'll re-open your idea here so we can gather wider interest from the community.
We'll keep our eyes on the support for this and share if there are any updates. Thanks
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Invoicing - Copy and paste into lines of an invoice
Drag and drop.... it is not fixed or completed as you have told us today
Why cant this be enabled again?
yes i can copy and past or drag a line, sometimes Id rather move that line easily by just selecting and dropping.Likewise with re-ordering words within the description box
the blue dot and now the segmented box is annoying, boxes dont select correctly if you click thru to quickly
Your doing great at giving us more and more reasons to change providers
5 votesHi there 👋 appreciate your feedback on the recent release of our drag and fill feature within the invoicing table.
Appreciate this differs to what you're asking here, in being able to copy and paste contents from another source into line items.
In terms of moving lines around, it's possible to drag an entire line up or down your rows. Just click and drag from the 6 dots to the left of the table.
We want to be upfront copy paste of information isn't something we have plans for atm, but will share if there's any progress here.
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Credit notes - Negative symbol to differentiate from invoice
Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.
13 votesAppreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
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Statements - Send statements via SMS
Send statements via SMS as well as email
16 votesThanks for sharing your idea of using SMS as a delivery option for customer statements.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Statements - Hide summary on statement email
HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL
I NOTE THAT XERO HAS RECENTLY ADDED A SUMMARY OF STATEMENT ACTIVITY TO THE EMAIL TEMPLATE (CLEARLY DIDN'T LISTEN TO THE FEEDBACK WHEN XERO DID THIS TO THE INVOICE TEMPLATE).
PLEASE ADD THE FUNCTION TO HIDE THE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL TEMPLATE.
17 votesHi Stuart, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have this option available when you do not want to show the summary.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoices - Add separate description / work carried out box
Please add a description box so that we can add additional information about the reason for the invoice. Being a garage we have to add description of car repairs carried out in the item line. Even if we could go right along the page with the text it would help a lot. At the moment invoices look messy and take up a lot of the page.
attached sample layout would be perfect...21 votesHi Lorraine, thanks for raising this idea. We understand having a separate description to describe a summary of work carried out would be a useful field to have. We'll open this idea up to the community to gain more support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoice | Email Settings - Option to hide Amount Due, Due Date, and Invoice Number from invoice email templates
Sales Invoice Emails sent - Remove Amount Due, Due Date, Invoice Number under the logo. For ecommerce sales invoices where customers have already paid when the order is placed online, I'd like to be able to email them an invoice with just the company logo. Having the zero dollars and due date there is confusing for my customers.
3 votesThanks for bringing this to the community. We understand the request for an option to remove the Amount Due, Due Date and Invoice Number from the invoice email.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the email template to work.
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Invoice: Round GST on subtotal only rather than line-by-line
This is based on an actual example.
I had an invoice for around $15000 which consisted of around 10 line items. It appears Xero calculates GST per line item which is rounded (which is fine) and then for the total at the bottom appears to add up the rounded line items. What this meant in my case was that the GST total was 1 cent out where on my invoice it showed $2037.59 and on the purchase order I had it was $2037.58. The latter was the correct amount. What this meant was that this was enough for a big…
8 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contact - Ability to add Primary Person First and Last name when adding in Invoice.
Easier to add customer [First Name] when quick adding in invoices or even at the email stage.
When typing in a new customer on the invoice form, it doesn't have the option for [First Name], which once emailing the invoice in the templates requires typing it manually each time. Or have it in the quick edit dropdown.
3 votesThank you for bringing this idea to us Aeterna, we appreciate the time taken to share how being able to add the first and last name of the Primary person while adding a contact in an invoice would be helpful to your workflow. This idea is now open to votes and comments and you can share with your colleagues and others in the wider community. This will help us gauge interest. Any updates for this idea will be posted here.
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Export - Include a hyper link to the bills or invoices exported
Xero ID – Could you add a Xero ID column to the “Export invoices and bills out of Xero” report, including the relevant Xero ID for each invoice/bill?
This would allow us to easily create hyperlinks in the Excel payment run backup, so our managers won’t need to log into Xero and manually search for each invoice/bill.
Thank you
2 votesHi Kata 👋, thanks for sharing this idea. And thanks for letting us know how adding a Xero ID to invoice and bill exports could make payment-run backups easier to use, by helping managers open the original transaction from the spreadsheet. It’s now open for the community to vote and comment. If this would help with your workflow, please add your vote and share how you’d use it. Hearing from others will help us understand the wider interest in this suggestion. We’ll keep an eye on the feedback and update this thread if there’s more to share.
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Invoice template - Ability to select how lines are displayed tax-inclusive/exclusive
Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.
The work-arounds are not easily achieved.
4 votesThanks for taking the time to suggest this. We understand the request to have invoice line totals displayed inclusive of GST when the invoice has been entered using tax-inclusive pricing.
This could make the invoice clearer for customers and better reflect the way the invoice was prepared.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like this to work.
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Invoice Templates - Add support for multiple logos
Be able to add in more than one logo into the new invoice template and to be able to add in additional information / make it more editable to make it more personal to the use. For example Gas Safe Logo and Oftec Logo for a plumber alongside license numbers and additional wording for advertisement.
4 votesThanks for raising this suggestion. Having multiple logos available on standard invoice templates could make it easier for businesses to display their branding and accreditation badges.
Currently, to include multiple logos, you can combine them into one image or use an Advanced DOCX Invoice Template to customise their placement.
Regarding the ability to add additional business information, this is already available through the Additional business details field in the invoice template, which can be used for business or licence details.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know what other customisation options you’d like to see.
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Invoicing - Calendar run from Monday - Sunday (UK)
ISO 8601, the international standard for date and time formatting (adopted in the UK), defines Monday as the first day of the week. In invoicing Sunday seems to have been adopted recently and I can see from another thread this was deliberate, but this is NOT UK standard and our calendars adopt a Monday start so will confuse all UK users. Maybe adopt a setting where the user can define the setting instead of trying to suit the whole world...
37 votesThanks for your feedback, Sally. We appreciate there may be different preference for this.
You're right this was a brief change that was made in invoicing however in consistency with how calendars appear in other areas of Xero this has been changed back and we also received feedback for calendars to run Sunday - Saturday.
While we will track the interest from others in this here we want to be upfront that we don't have any further plans for changing start dates of this calendar.
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Organisation Settings - Option to add Legal Terms of Trade
Xero urgently needs native Terms of Trade support.
Right now, the only option is attaching multi-page T&Cs to invoices — this is clunky, unprofessional, and not how modern businesses operate. REF:Advanced Invoice Template (DOCX)We need:
A short-form legal clause on invoices and quotes
A clickable link to full Terms of Trade
A single, centralised setup in organisation settingsInvoices should be clean and readable, not overloaded with pages of legal text just to remain enforceable.
This is a basic business requirement, not a workaround:Improves professionalism
Reduces friction with customers
Supports legal enforceability
Aligns quotes, invoices, and onboardingXero…
7 votesHi, 💥Thanks for sharing this idea and for explaining the need so clearly. We’ve moved this idea to Gaining Support while we continue to learn more about how customers would like this to work in Xero.
We understand the request is for a simpler, more professional way to include legal Terms of Trade on invoices and quotes, such as a short legal clause, a link to full terms, and a central place to manage this in organisation settings, without needing to attach extra pages to each document.
If this would be valuable for your business, please keep voting and add a comment with more detail about your use case.
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Contact Credit Limit - Notify when Credit Limit is or close to being reached
Notify the client that a Customer has reached (or is reaching) their credit limit automatically via email - the prompt when invoicing is useful but when doing a virtual finance function for a client, an automatic notification to be produced when a customer is reaching the credit limit would be beneficial and would reduce the need for additional external communication
7 votesThanks so much for sharing your idea!! We can see how helpful it would be for Xero to automatically notify you when a customer is close to, or has reached, their credit limit.
Our Community team has reviewed your idea and we’ve now moved it to Gaining Support.
Other community members can now vote on your idea and add comments to share more detail about how this kind of notification could improve their experience with Xero 🤝
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Invoices - Allow Credit Notes to be marked as "Sent" after they have been allocated
If a credit note has been applied to an invoice, Xero blocks us from marking the credit note as "sent".
Xero then shows this error message:
"Credit note wasn’t marked as sent.
Editing is not available for credit notes that have invoice allocations or cash refunds applied, so they cannot be marked as sent"According to support this is the intentional behaviour.
When a credit note has been allocated to an invoice or has a cash refund applied, you can only edit certain fields - specifically the Contact, Credit Note #, Reference, Description, Account and Tracking fields.
However, the "Sent"…
10 votesHi Josh, thanks for sharing this suggestion. We understand how Credit Notes not being able to be marked as “Sent” after allocation can create confusion when the document has already been issued.
Separating the “Sent” status from allocation or edit activity would help keep tracking clearer and more consistent with how the document is used.
We’ll continue monitoring interest and use cases shared here.
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Invoice templates - Change format of ABN
Currently, when you toggle on ABN in the new invoice template, it removes all the spaces which is the incorrect formatting for an ABN. The only work around is to manually type in the ABN with the correct spacing in the ADDITIONAL BUSINESS INFO box.
The screenshot shows a manually added ABN at the top and the default Xero layout at the bottom.
It should be noted that in organisation settings, the ABN spacing is correctly displayed.
Please pull this through into the actual new invoice layout as well please.
4 votesAppreciate your feedback here, TJ. Our product team are paying close attention to feedback we're receiving on this new invoice template experience.
While we don't have direct plans for changing he ABN format at present, we'll keep an eye on the support for this, and share if there are any updates.
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Invoices - Show Viewed only when the customer open the email and invoice
Change the history of an invoice being "Sent" to "Viewed" ONLY when the recipient opens the invoice.
I believe it is currently set to change into "Viewed" if either the vendor or the recipient opens the online invoice. It would give us a better peace of mind knowing there's a somewhat reliable way of telling if an invoice is visible to the recipient instead of being filtered into their spam folder. When I open the online invoice it messes up the tracking.
4 votesThanks for sharing this idea and explaining the impact that opening an invoice yourself can have on the “Viewed” status and how important it is for you to have confidence that the status reflects whether your customer has accessed the invoice, particularly when you’re trying to confirm that it hasn’t been missed or filtered into spam.
This idea is currently open for other Xero users to vote and add comments will help us understand how broadly this would benefit the community and the different ways this behaviour affects businesses.
We appreciate you taking the time to explain your experience and provide this feedback 🙂
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Invoice template - Ability to copy / clone
It would be great to be able to "clone" invoices based on the invoice templates. Use case: I may need Strip payment details for some customers but not for others, but the layout should match exactly without having to remove and add every time depending on customer, but driven mainly from the template.
3 votesThanks for feeding back here, Juan. Appreciate where you're wanting to set up similar themes with slight differences this could be useful.
We'll start to gain a sense of interest in this capability through your idea here and I'll share if there are any updates.
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