857 results found
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New Invoicing - Shading & Colour
Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.
4 votes -
Invoicing - Select multiple contacts within a group
There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.
1 voteThanks for sharing this idea about how the contact groups feature could be improved for you.
Now, it's up to the community to get behind and support this idea. Make sure to share your idea with any friends or colleagues who use Xero and could benefit from this, so they can add their votes and comments too!
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New invoicing - Show warning if repeat template has been deleted
The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
The new version does not give you this information resulting in confusion and wasted time.
Please see screen shots below.
This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
Please fix…5 votesHi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
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New invoicing - Hide Tax Rate column
In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.
While we're at it, could we do the same in Billing?
Thanks
5 votes -
New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesSorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
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New invoicing - Move branding field to right and make consistent with Quotes
Please be consistent with the location of the "Branding Theme" field.
You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
My preference would be to keep it on the left.
Many thanks,
Rachel2 votes -
Hubspot - Link to Hubspot deal via Xero invoice
Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.
4 votes -
Sales invoices - hold selection when navigating pages
It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.
4 votesHi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
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Repeat invoice - Create a placeholder for the tax year e.g. 2025/26
In repeating invoices we often use the tax year mostly in this format 2025/26 but also 25/26.
Whilst we can use placeholders [year]/[year+1] to give us 2025/2026 it is not ideal and this would need changing after the December invoices which is administratively the same as manually changing the tax year in the invoices at the beginning of the tax year.
It would be good to be able to use [taxyear] and not have to change it again.
This would be really easy to implement, therefore it probably will be overlooked. Here's hoping.1 vote -
Invoice payments - Search when allocating credit notes, overpayments or prepayments
Please add to product ideas to have
* allow search feature to allocation screen if the above is not possible1 voteHi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?
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New Invoicing - 'Upload Files' and 'Add from file library' options switched
New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?
6 votes -
Invoicing - Ability to bill/charge a different contact
Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.
I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and…
2 votes -
Sales - Calculate based on expected date and show totals like bills
Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow
6 votesHi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
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New Invoicing - Show quantity in Item drop down
You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:
When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.
Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.…
1 voteThanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.
In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.
Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.
I'll update the title of your idea…
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Workpapers - custom tables do not export to pdf
Workpapers 'Custom Work Programme' custom tables do not export when - the space where they should appear is blank / incomplete.
We don't really understand why the workpapers would allow tables that cannot be exported, as from our perspective the purpose of workpapers is to guide and record preparation procedures followed.
From our perspective this is not a product idea request but rather an oversight or error that needs to be resolved.
1 voteThanks for your valuable input, everyone. We've heard your needs and have developed new Xero Workpapers with our customers front of mind. With the new solution you'll be able to include custom tables and worksheets, whether they're blank or partially completed in exports.
We'll be staggering the rollout with Australia first off, and will keep you updated of it's release as it widens here. In the meantime you can read about it on our Xero blog.
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New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…10 votes -
Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)
Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).
The <ContactAccountNumber> is allowed to be included on system default invoices.
4 votes -
Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
4 votes -
Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
3 votes -
Invoice - PDF template editable for last column too
It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi
1 voteHi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.
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