308 results found
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New credit notes - Ability to edit and choose application amount when creating from invoice
The existing CN is being phased out in favour of a new-format CN (now in 2026). It is less user friendly than the old one; there are 2 options to create them as follows.
Using Create & Apply Credit from an invoice automatically applies the full amount without giving you a chance to edit first, requiring you to then un-allocate, edit, and re-allocate.
Creating a blank credit note from the Sales Overview means manually copying line items from the invoice, which is cumbersome with room for manual errors..
I'd like to create a CN off an invoice, and edit it…
9 votesAppreciate your feedback on the new credit notes experience here, Zoltan. Can see how this would be useful when you need to make a few changes to the credit note that's related to a specific invoice.
While we don't have immediate changes for this planned we'll start tracking the interest here and can keep yu updated if there's anything in the works.
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Invoice Templates - Ink saver layout option
We request that Xero creates an Ink Saver template within Xero.
We do not want to use a DocX template to achieve this as not all businesses use Microsoft.The new invoice template that Xero has launched uses excessive bold text and a thick black line at the base of each invoice. This drains a lot of ink from printer cartridges causing an unnecessary cost to business and the environment.
An Ink saver invoice template should be built into Xero as a base option or selectable option and that would be very popular for Xero customers who:
1. Don't want…3 votesAppreciate your feedback, Chris. We're listening to feedback we're receiving about the new Invoice template editor and I wanted to highlight this other idea for having more control over the formatting of the amount due and due date fields you've noted.
I've added your vote for that too so you'll be kept updated.
For your idea here it'd be good to understand wider interest in a preset format to reduce the amount of ink used. Thanks
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Branding Theme - Enable download of existing branding themes in DOCX format
Given that there are only 5 branding templates available, it would be useful if we could create a new DOCX template by downloading one of the existing branding themes and adapting that in Word.
This would avoid the need to manually create something similar to the existing themes by starting from scratch in DOCX, which is overly manual and inefficient.2 votesThanks for sharing this idea. Being able to download an existing branding theme as a DOCX is something you would like to see in Xero. For now, we'd like to get a sense of the support for this from the community. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too. 🙂
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Sales - Show profit on each invoice and quote
Show profit on each invoice and quote
15 votesThanks for sharing this idea about showing gross profit on invoices and quotes.
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 for contacts' note to display when new transactions created
In the contact card - it would be good to have a "pop up" box that you can put notes in that appear in every field when you try to invoice a client or have a payment to make for a bill etc, that links to their contact card, as an alert for what you want the box to read. Super helpful for certain contacts only -but having this ability would be great
5 votesHi Shirley, thanks for bringing this idea to the community. We can see how having contact notes surface automatically when creating a new invoice or bill could help reduce missed details during data entry.
At the moment, contact notes are stored within the contact record and can be viewed from the contact profile rather than appearing as a pop-up during transaction creation.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular types of alerts or workflows where this would be most helpful, we'd love to hear more about them.
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Invoicing - Option to format contact names as 'Surname, First Name' on sales invoices
Can we have the ability to automatically have each sales invoice shown as surname first, followed by their first name. Instead of the manual task of having to go into their contact details and changing this manually. In our business (as I am sure many other businesses also do) we reference our customers by surname for their jobs.
4 votesWe appreciate you raising this idea, Julie. Having the ability to choose how customer names are displayed on invoice list could make it easier to meet different business, cultural, or regional naming preferences.
We've updated the status of this idea to Gaining Support while we continue monitoring community interest.
Currently, the name shown on an invoice reflects the contact name saved in Xero. If required, you can edit the contact name so it displays in your preferred order.
Your votes and feedback help us understand how valuable configurable name formatting could be.
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Invoicing - Fields for Job dates
invoices need dates adding , date of work carried out / on hire - off hire dates , the invoices currently only show the invoice date with no other dates added unless doing manually . we have had to stop sending our invoices from xero as customers need dates to match jobs so have had to revert to our old system just for invoicing , surely this could be added
7 votesThanks for sharing your feedback on this idea and explaining how important it is for your invoicing workflow 🙂
We understand that only showing the invoice date can create extra manual work, especially when your customers need to see the date work was carried out, or on-hire and off-hire dates that match the job. Having to add these dates manually, or use a separate system just for invoicing, adds unnecessary time and complexity.
We’ve reviewed this idea and moved it to Gaining Support so other customers can vote and add their comments.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
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Invoicing - 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?
10 votesThanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.
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 Notes section column to Invoices Awaiting Payment screen
This would be useful for when you speak to a customer to request a payment date for overdue invoices, you could make a note of what they've said. At the moment there is only an option to select a date for when payment may happen.
4 votesThanks for raising this, Rhianydd. A Notes column on the Invoices Awaiting Payment screen could make it easier to keep payment follow-up details visible while working through outstanding invoices.
I’ve updated the status to Gaining Support so we can continue tracking interest. How would you like notes to work in this view, and what information would you want to capture?
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Credit Notes - Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
23 votesThank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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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Email template - Placeholder for project name
It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.
I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.
A workaround for this could be to have a placeholder for the description in the first row of the invoice.…
3 votesThanks for sharing this idea and for explaining that having the associated project name available as a placeholder in the invoice email template would make it easier to include the right project reference consistently whenever you send an invoice. We have opened this idea up to the community so they can vote and comment on how this would improve their business processes. We’ll keep a pulse on the interest this idea receives and share if there are any updates. ✨
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e-Invoicing : Support France legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
38 votesHi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.
At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.
The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.
We’ll post updates here as soon as there’s more to share.
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Invoicing - Use Customer's Default Tax Rates Regardless of Account Type
We have a customer that is billed for direct expenses incurred for travel to their site.
We code the sale to offset the expense, but the tax code doesn't use the default as set against the customer (zero rated income), instead, because we have selected an expense account, it uses the expense account tax rate (zero rated expense, or 20% VAT on expense).
Left as it is, it is in the wrong box on the VAT return (our external accountants have picked this up recently).
The only way to correct this at the moment is by using 'find and recode'…
8 votesHi everyone, thanks for taking the time to share this.
We understand you’re looking for customer tax settings to take priority over account defaults when creating invoice lines, so tax treatment is applied more consistently.
Having the right tax option as a default could help reduce manual checks and make invoicing easier when managing customers with different tax requirements.
We’ll continue to track feedback and interest from the community for this idea.
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Invoicing - Allowing GST inclusive and exclusive per line
Allowing GST inclusive and GST exclusive options for all line items on an invoice.
This is an option when raising a payment in the system, where you can nominate whether a line item is either GST inclusive or exclusive.
On a invoice, it a blanket option, sometimes when you are on-charging an item and also charging a internal item and they might have different GST inclusion or exclusions
3 votes✨ Thanks for sharing this idea. We’re moving it to Gaining Support so we can build visibility and gather more feedback from the community.
The request is to choose whether each invoice line is GST inclusive or GST exclusive, rather than applying one tax treatment across the entire transaction. This would be especially useful when an invoice contains a mix of charges, such as billable expenses and services, where some lines may need to be entered inclusive of GST and others exclusive.
Having this flexibility could help reduce manual price adjustments, improve accuracy, and make it easier to pass on the correct amounts to customers. If this would help your workflow, please vote for the idea and share examples of how the current limitation affects your business.
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Invoicing | Inventory - Auto update sales price
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.
11 votesThanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
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Invoicing - Ability to link multiple contacts to a single invoice
It would be great to be able to select certain contacts for certain invoices.
We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.
Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no…
4 votesHi Zoe, thanks for bringing this idea to the community. Linking multiple contacts to an invoice could help make sure the right people receive the invoices and reminders.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the contact selection to work? Your input could help shape the approach that would be most useful.
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Invoice template - Ability to change format of Contact Account Number
On the new invoice layout the customer account number should be clearly named and not just a number underneath their address. It could be anything.
2 votesGreat to get this extra detail from you here, thanks Janet.
We'll consider this as a potential improvement and keep our eyes on the support for this here. I'll share if there are any updates.
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Permissions - Sales + manage payment services permission
Give all users that create invoices the ability to manage card payments. I believe only higher users can do this and users that only have access to sales cannot change this. We currently request payment by bank transfer to keep the cost of card payments down, but we do have card payments available, so we'd like to be able to send the invoice without and add if requested.
2 votesHi Helen, currently the ability to manage payment services are limited to the Adviser and Standard user roles.
Appreciate the reason you've shared on opening this up. While there is a level of security needed to protect the business, this may be something we could consider at an incremental control level longer term.
It's not in the plans atm but we'll keep a close watch on the support for this. I'll let you know here if there are any updates.
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Packing Slip - Add more detail of items
As small market gardeners we currently utilize the invoice and packing slip within Xero which works and works for us well. My suggestion idea is to take the packing slips which identify how many of what items required and collate those into a printable or electronic report (picking slip) which provides a total no. of each of the items within the packing slips over a specified date range. look forward to feedback
7 votesThanks so much for sharing this idea 😊
We can see how useful it would be to have packing slips collated into a printable or electronic picking slip that totals the quantities needed for each item across a selected date range.
We’re going to move this idea to Gaining Support so we can continue to track interest and feedback from other customers who’d also like to see this in Xero.
Please feel free to share this idea with friends or colleagues and encourage them to vote or add a comment too, as that helps us understand whether this is something more people would like to see in Xero.
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Invoicing - Ability to copy & paste from invoice preview
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head in.
2 votesHi Mark, thanks for all the detail you've shared with our Xero Support team surrounding the invoice preview and drag & drop within invoices.
I see you've already voted for the idea around drag & drop within invoicing and if there are any updates for this we'll share with you there.
I'll also re-open your idea here so we can get a better sense of the wider interest in being able to copy & paste contents from the invoice preview. We'll make sure to let you know here if there's any progress.
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