136 results found
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Invoicing - Allow Salesperson name , contact terms etc
Advance Template. Allow custom fields for advance templates (For all forms). like custom field 1, custom field 2 and custom field 3. So that we can add fields like salesperson name, contacts, terms, etc.
2 votesHi Choonke thanks for raising this here. We understand the need for having Sales person's fields both on the invoice itself as well as the custom template. We have opened this idea up for the community so they can add their votes and comments on this idea. In the meantime, we'll monitor this space for more traction.
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Invoices - Add payments from the invoice overview
If we could have a receipting screen where we don't have to go into every invoice to receive money would be great.It would save us valuable time
2 votesThanks for sharing this idea about streamlining payment receipting. We appreciate you explaining how a receipting screen at the invoice overview level could help save time in your workflow.
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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Customer Statements - Filter by Currency
It would be beneficial to filter a customer statement by currency when dealing with customers that trade i multiple locations across the world
5 votesHi, thanks for sharing this idea.
We've reviewed it, 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 generation of customer statements.
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e-Invoicing - Auto detect which client need e-invoice in invoici (Malaysia)
To have a way to easily detect which clients need individual e-invoice in invoici, e.g., there are Tax number in Xero,
so that we can easily select those clients who need individual e-invoice and send to Inland Revenue in Malaysia.2 votesHi Ivan, thanks 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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Packing Slips - Remove the word 'Invoice'
Until recently when I saved a packing slip the default name was eg 'Packing Slip Inv - 4080'.
Then recently after you dated your system the packing slips are now called eg 'Invoice Packing Slip Inv - 4080'.
Can you change it back to remove the word invoice as it can cause confusion and staff may send the wrong document to suppliers and customers as both look like invoices.
I am changing the name manually but it was simpler and clearer before Xero added the word 'invoice'
If you can change it back that would be great and I'm sure…
5 votesHi, thanks for sharing your feedback about this.
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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Invoicing - Send multiple invoices to a custom email address
Currently, in order to send multiple invoices at once, each invoice has it's own email address box to enter the recipient's email, there is no selection available to send multiple invoices to a custom email address in one click.
This would be most helpful, especially when multiple invoices are required to go to a different email address (from the default contact email). At the moment this means entering a different email into each individual address box, even if this means entering the same email up to 50 times for each invoice selected.
2 votesThank you for sharing your vision and highlighting the changes that matter most to you.
Your idea has been reviewed and is now live for the community to rally behind! To give it the best chance of success, be sure to share it with colleagues so they can add their votes.
We’re excited to see the community use the comments to explain how this update would level up their Xero experience
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Invoices - routing back to the invoices page after sending a remittance
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
3 votesHi Mike 🌟 Thanks for sharing this idea. We appreciate you explaining how streamlined navigation could help when processing multiple customer remittance advices. Your idea has moved to Gaining Support, meaning the community team have reviewed it and it's open for votes and comments. This is a great opportunity for others experiencing similar workflow challenges to add their votes and perspectives. We encourage you to share this idea with your network to help build momentum!!
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Sales Overview- allow sorting (draft) invoices by 2 fields
Currently I can sort my draft invoices by "To" which seems to then default to "Number" as a second level. I have multiple invoices for the one client each month and it would be great if I could sort by "Ref" then sort by "To" and the "Ref" would remain the second level field, instead of "Number."
3 votesHi Simone thanks 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. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. The best way to work around this at the moment is to search the contact name on the search field in Draft invoices and then use the sort filter for the references.
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Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…5 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
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Workpapers - Display all Xero Journals in Workpapers to prevent duplication
Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth
4 votesThank you for submitting your valuable idea and specifying the critical changes you need.
We have completed our internal review of your submission. It is now live and awaiting community support.
Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.
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Invoices - Add a Comma for Quantity as well
'Comma' to be displayed in 'Qty' column automatically when generating invoices (better view of invoices to the reader)
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!
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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Xero Accounting App - Change colour of invoice sent banner
When using the mobile app, currently once an invoice has been completed and emailed, it says "unpaid invoice" in a blue banner at the top. It is sometimes difficult to notice the little popup which says "invoice sent" at the bottom, and this could lead to the invoice being sent again.
Changing the color of the banner at the top (i.e. to green) would be a nice visual indicator the email has already been sent.
3 votesHi Brandi, thanks for sharing this idea. We can see how a color-coded banner could make it easier to manage on the mobile app. We have moved this idea to Gaining Support, which means the Xero community can now vote and comment to show their interest. If this is something your peers would like to see as well, we'd love for you to share this with them and welcome others to join the conversation and add their support. We'll keep an eye on how this develops and share updates along the way.
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Invoices - Ability to select Paid date for invoice with 100% discount
When an invoice is fully settled by a 100% application of a credit, discount, or retainer, Xero should automatically populate the 'Paid Date' with the date the credit/discount was applied.
2 votesThanks for your feedback and sharing here, Thamara.
It sounds like you're applying the 100% discount directly within the invoice. If the paid date differs from the invoice date you could apply a credit note which will record the paid date as the date issued in the credit note.
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Sales Invoice - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Sales Invoice list screen to avoid having to scroll down the page.
3 votesWe're grateful for your idea submission and for clearly articulating the changes you need. Having completed our review, your idea is now in the hands of the community to champion and support.
Please share this widely so colleagues can cast their votes. Members can also contribute by commenting on how this idea would further enhance their use of Xero.
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Hubspot CRM by Xero -Allow negative line item on unit price
An invoice line item can have a negative unit price in Xero but this cannot be done in the the Xero published Hubspot connector app when creating integrated invoices. See the screenshot for the validation error when trying to set a negative unit price on a line item.
NB the validation error makes no sense either because the negative unit price entered IS less than the product total.
2 votesHi Steven, Thanks 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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Invoicing - Move multiple invoice lines at a time
Move multiply rows in invoice template and insert multiple rows in invoice template
7 votesFurther to our previous update on this request, we'll continue to track the interest for adding multiple lines at once from this idea.
As for this idea, the community can add their votes and comment to share additional detail about how this idea could also improve their experience with Xero.
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Stripe autopay - warning when removing payment from invoice with past due date
ISSUE: Payment deletion triggers uncontrolled automatic charges and reminders
When a payment is deleted in Xero (even to correct a reconciliation mistake), it automatically re-triggers both autopay and invoice reminder notifications without any warning or opportunity to prevent it. This created a situation where:
- A bookkeeper deleted a payment to reconcile what appeared to be a duplicate charge in Stripe
- This action caused Xero to mark the invoice as unpaid and automatically re-charge an autopay client through Stripe without ANY notification, which cannot be recalled.
- A second client received an invoice reminder and paid again manually
THE PROBLEM:
There's currently…1 voteAppreciate your feedback and desire for a warning that Stripe auto pay will be triggered if a payment is removed from an invoice with a. past due date, Mandy.
We don't have any immediate plans for changing the behaviour of how this auto payments are triggered when payment services have been applied to an invoice but will start to feel out the interest for this from the community here.
For now we'd recommend checking for any payment services applied to an invoice before a payment is removed. If needed you can toggle off a payment service for the individual invoice before taking actions we have some help on this here just follow the second option for an approved invoice.
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Exclude Auto Save from History and Notes
Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.
11 votesThanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
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Sales | New Invoice - Only show Customers when entering Contact
When creating a new invoice, the search scope includes every contact in the database, every vendor, evert coffee shop or gas station anyone ever used a credit card at. Xero knows which contacts are Customers (there's a Customer Invoice report), it should pull from Customers only. For the use case where someone is invoicing someone for the first time, they can open that Contact and then click New Invoice.
4 votesAppreciate you sharing your feedback with us here, Rob. Understand how this could help you find the contact you're after if your supplier and customer lists are quite separated.
We'll get a sense of others that would also like to see this from your idea here. If there are any updates we'll let you know.
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Shopify Integration - Automatic Credit Notes for Refunds
Description / Pain Points:
Refunds: Manual credit notes are required for Shopify order refunds, which is time-consuming and error-prone for high-volume merchants.
Taxes: Xero only supports reporting for one region. Duties and taxes from other regions must be tracked manually, causing discrepancies and extra work.
Suggested Improvement:
- Auto-generate credit notes for refunds.
- Support multi-region tax reporting to match Shopify calculations.4 votesHi Sherry, thanks for sharing this idea with us. We've noticed that there are 2 ideas in here. We've found one similar to the Multi-region tax here, so we've added your vote to it. As support shared, Xero won't automatically create credit notes for refund via the Shopify integration, so we'll keep an eye on the support your idea gets here.
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