798 results found
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remove approve and email
Ability to only approve & not email invoices. I use a third party program that sends send the invoices and I risk resending the invoices every time I approve in Xero
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoice Duplicate Detection
Client has had recent issues with that they have made a set of duplicated Invoices (same Reference Number for the Job) but nothing flags on Xero to say it is a duplicate.
So the Customer of the Client is now receiving Two Invoices for the One Job, it shows up on their side and they are the ones having to inform my Client that they are being charged again for a Job, so now having to make a lot of credit notes to clear all these duplicated invoices which could have been avoided if Xero flagged up the Job Reference…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Custom Invoice Custom Layout – Line Items Splitting Across Pages
Hi Xero Team,
It would be helpful if Xero could improve the page-break handling for custom invoice templates.
Currently, when an invoice has multiple line items and the content extends to a second page, Xero may split a single line item across two pages. In some cases, only one word or a small portion of the line item appears on the next page, leaving a large amount of unused space on the previous page.
This makes the invoice look less professional and can make it more difficult for customers to read and understand the invoice.
It would be great if…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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add invoice date to email subject in template
Ability to add [Invoice Date] or [week ended] date to email subject in template. Client wants to be able to email a weekly invoice to his client without repetitive processing. This would allow the client to simply add the number of units each week and everything else be handled automatically.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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invoice reminders not turned on automatically
Don't have invoice reminders turned on automatically.
Would be good if the invoice reminders had to be turned on manually as many clients start invoicing from Xero and don't realise they need to turn this function off if they are not going to reconcile their transactions daily. Also having the first option as 1 day overdue causes a lot of stress for customers if they have paid but Xero hasn't been reconciled or the reminders turned off.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoicing - Ability to add multiple contacts or party details to sales invoices
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the jobAt the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add…
1 voteThanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
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Short Term Cashflow - Combine existing invoices with predictions for future invoices
When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.
The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.
Proposed Solution:
- Combine existing invoices in Xero with predictions for future invoices.
- Automatically remove these predictions when an actual invoice is entered into the system.
41 votesHi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.
We've reviewed the idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.
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Invoices - Bulk import | Allow to import Contact Default Dates
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
6 votesHi John, 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. Cheers
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XPM - Add “Assigned Staff” Tab to Invoices
Add “Assigned Staff” Tab to Invoices in XPM.
We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.
Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.We propose adding a fourth tab titled “Assigned Staff.”
Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the clientHaving the ability to assign up to 4–5…
5 votes✨ Hi everyone,
Thanks for sharing your feedback on this idea and explaining how assigning staff to invoices created in Xero Practice Manager would help improve workflow visibility and accountability through the billing process.
We can see the value in having a clearer way to show ownership during invoicing, especially where different team members are involved in preparing, reviewing, and following up on invoices.
We’re moving this idea to Gaining support so others in the community can vote and share how this would help their practice too. The more detail we have on how this would improve day-to-day workflows, the better we can understand the broader impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
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New Invoicing - Option to switch Autosave off
I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
Are we able to turn off the auto save function in new invoicing?483 votesHi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
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Xero Mobile App: Preset invoice with items and return credits
I run a small food wholesale business and deliver to 30 stores per week. At each stop we determine what the store needs and what products are being returned as credits. Please let us create a reusable invoice in the Xero mobile app with our saved products and prices already as line items. The delivery driver could select the store, enter the quantities delivered, record credits and send the invoice to email or to mobile printer showing one net amount due. Right now the driver would have to add the same six products individually at every stop and cannot create…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoices - Option to set date for all transaction entry
I would like to be able to change the overall system date from the current date to a date of my choosing, providing it is after the lock date. I was a long term Sage user and there I had the option to select a 'system date' so that if I had many transactions to post on a certain date I would not have to change that manually each time. For example today's date is July 15th, but I have credit notes to post all dated June 30th, so why can't I change the system date to June 30th? We…
1 voteThanks for highlighting this improvement.
Having the option to set a session date for transactions entry could make the process quicker by applying the same date to multiple entries. At the moment, you can consider importing the credit notes in bulk instead.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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UK - Upcoming DRS (Deposit Return Scheme)
UK - Upcoming DRS (Deposit Return Scheme)
Is there an update being worked on for the DRS that comes in from Oct 27?
There will be a 20p per can/bottle added to each item sold B2B, so ranging from £1.20 to £4.80 per case that needs to be itemised separately on the invoice and isn't subject to VAT.
An option within Products & Services so the relevant amount can be added in each individual product would be ideal so case rates can be added.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoice Online Payments vs. Brand Template
The Brand Template might still have some unwanted online payment option present even when the individual invoice has all online payment methods removed. This has led to serious confusion with our Direct Debit / retained clients, who receive Repeat Invoices and felt obliged to pay manually all of a sudden on their monthly invoice.
This is further problematic because there's no email previou option for Repeat Invoices.
When online payments are disabled on an individual invoice, the brand template needs to mirror that behaviour without fail.
1 voteThanks for bringing this to our attention. When a payment service is selected in the branding theme, it can still appear on the invoice even after it’s removed from the individual invoice. Your idea is now open for the community to vote and comment on. For now, we’d like to get a sense of the support for this from the community. 👍
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Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
13 votesHi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
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Invoices - Adjust margin and header spacing controls within Standard invoice templates
Move the entire template up so the "Bill To", Logo and "Company Info are on the same rows.
There is too much wasted space up top and could be used for more line itemsOr
Add an option to crunch the line items with none, single or double line spacing between each item listed.
4 votesThanks for raising this, Kirk. We understand that having more control over invoice layouts can help keep customer-facing documents looking clean and professional.
The suggestion is to add margin and spacing controls to Standard invoice templates, making it easier to adjust the layout to align the logo with address and company information.
For now, Advanced DOCX templates can be used when you need more flexibility over formatting. We’ve moved this idea along to continue tracking interest.
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Invoice template - Option to omit international country dialling code
Please allow us to remove the area code for the telephone section as our clients don't need to see the +44 in front of our number.
1 voteThanks for bringing this to the community. We understand the request for more control over how international dialing codes are displayed on invoices.
Being able to show a local phone number without the country prefix could make customer-facing documents easier to read.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your business, add your vote and let us know how you’d like the setting to work.
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Invoice - Ability to hold and release bond/security deposit
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
3 votesHi Dejan, thanks for bringing this idea to the community. We understand the request for a way to manage bonds or security deposits within the invoicing workflow, including holding the amount separately and releasing or applying it later. This can be useful for businesses that regularly work with deposits alongside standard invoicing.
The idea is to introduce a clearer way to track and manage security deposits through a dedicated hold and release process, rather than relying on manual workarounds such as liability accounts or journals.
For now, deposits are typically managed using standard invoicing and liability accounts, with manual tracking used for holding and returning funds where needed. We appreciate this can add extra steps depending on your workflow.
We’ve updated the status of this idea to Gaining Support. If this would be useful in your process, please add your vote and share how you would use it.
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Contact - Display Billing Address fields first when adding a contact on an Invoice
Can you please change the order for when you add a contact in the sales screen
- billing address should appear first they way it does in the contact card, when raising a sale it would make it a better option for as the bill address is what appears on the invoice1 voteThanks for bringing this to the community. We understand the request to make the inline contact form follow the same address field order as the main contact card, with Billing Address appearing before Postal or Delivery Address.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would make your invoicing workflow easier.
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