308 results found
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Credit Notes - New credit note does not show Customer Contact Account Numbers
Your NEW credit note is no use to us as it does not show the client account number (not the bank the contact account number). If you are re-designing a layout at least keep the info you could previously see! Update before this is mandatory please
3 votesHi Sally, 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 - Sent or Pending notice for clarity
When sending invoices from Xero if there is a delay in the sending of invoices instead of leaving them in the queue as unsent it would be better for them to be moved to a "outbox" or "pending send" so that you can continue to send invoices, or be aware they aren't going to be sent straight away.
This happened to me yesterday and I spent a lot of time logging a service request only to find out that Xero was on the go slow and the invoices were just queued to send later, and I had tried to resend…2 votesThanks for sharing this idea 🙂 — we can see how clearer visibility of invoice send status could be a positive improvement for customers using invoicing.
Being able to see when an invoice is pending send, rather than simply appearing unsent, could give people more confidence in the send process and make it easier to understand what’s happening at a glance.
We’re moving this idea to Gaining support so we can better understand how valuable this would be for others in the community and gather interest from customers who’d also find this helpful.
If this would be useful for you, add your vote and feel free to share more about what kind of status or notification you’d most like to see.
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Invoices - Import BCTI invoices
Xero should be able to import PDF BCTIs from other companies straight into Invoices, just like how Bills can be.
BCTIs are very commonly used and the amount of manual entry into Xero is excessive for our current time.1 voteAppreciate your feedback on how Smart document capture does not meet your needs, Sam.
We'll start to get a wider sense of interest and support for importing BCTI invoices like an upload feature similar to bills.
This isn't something we have plans for at present but we'll keep a watchful eye on this here, and share if there's any news.
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Invoices - Due date for sales invoices 45 days
Invoices - Please could we have an option for due date to calculate 45 after the invoice date and then end of the month? EG invoice date 1st May 26, due date is 1st May 26 plus 45 days = 14th June, EOM = 30th June (due date). This is a common way to calculate due date in Southern Europe. Thank you!
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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Invoicing - New invoicing layout is due for an update
With the changes and improvements to the design of the Purchases overview > Bills page and tabs quite some time ago, it would be expected and easier to navigate through Xero if these design changes reflected in the Sales overview > Invoices page. The invoices page (despite the new invoicing experience when opening an invoice) is still the old outdated design that the Bills used to look like.
The bills and invoicing used to be the same design and while it's great to have an improved design in the bills section, it is sometimes not intuitive that the invoicing has…
5 votesHi Cameron, 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. Feel free to share it with your peers so they can also add their valuable feedback.
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Invoice template - Separate field for Business name
The new layout is problematic. When you select either physical or postal address, the business name is also pulled into the invoice. I need a different business name on different themed invoices and the only way to do this is to turn off address and in the ADDITIONAL BUSINESS INFO section add BOTH my business name and the address.
It would be much better if there was a separate toggle for the business name or if the address box was reworded so it said BUSINESS NAME & ADDRESS BOX and displayed what it actually pulls through. Only displaying the address…
1 voteAppreciate wanting more clarity and control of the Business name that is shown on your invoices, TJ.
We'll start to gather interest from the wider community in this here. I'll be sure to update if there are any plans put in place to support this.
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Invoicing - Invoice status for An invoice that is still an order
Hi all,
I would like to float the idea of including an 'Order' button/tick box on the invoices.
The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..
This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on…
3 votesHi Matthew, 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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Invoices - Add a warning or lock when invoice is already being worked on by another user.
When two users open the same invoice draft on different devices and make changes simultaneously, only the changes made by the last person to save and close the invoice are retained, resulting in earlier changes being overwritten.
It would be very helpful if Xero could restrict invoice drafts to be opened by only one user at a time, or provide a warning/lock to prevent simultaneous editing and accidental data loss.
8 votesHi Malki! 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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XPH - Invoice details updated when invoice changed in Xero Blue
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
1 voteThanks for sharing this idea Ochie, and for explaining how seeing invoice details in Xero Green could help your team avoid duplicate billing 🙂 It’s now open for the community to show their support through votes and comments. If this would help your practice too, please add your vote and share how you’d use it. Hearing from others helps us understand the wider need.
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Invoices - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
16 votesHey Nikki, thanks for sharing this idea.
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 votes and comments too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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Inventory - Add Sales and Purchase columns to main inventory list
On the Products and services form/screen, have the ability to show and filter the Purchase and Sell tick boxs.
Then I can see products are only available on Sales or Purchase Orders or both!2 votesHi Roy, thanks for sharing this idea. We can see how having more flexibility in the Products and Services list view, including the ability to customise or add columns, could make it easier to review item details at a glance.
At the moment, additional item information can be accessed by opening individual records or exporting the list to CSV for review in a spreadsheet.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific fields or columns you'd find most useful, we'd love to hear more about them.
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Invoice templates - Ability to change position of Attention to
In new invoicing, please allow the option to shift where certain lines display. For example, the "attention" line is now above the business or contact name. While it's crucial to include "attention", we need the choice of where that line appears.
Also, we need the ability to change font sizes. From a design perspective, the balance of amount due and due date do not align with the other invoice elements, including the title "Invoice". We would like flexibility to adjust these items to reflect a more tasteful invoice design that aligns with our brand.
Thank you for your consideration.
1 voteHi Kristin, appreciate your feedback here. We have an existing idea around the ability to change the font size that I've just added you as a voter to so you'll be kept in the loop of any news.
I've slightly amended the title of your idea here so we can get a wider sense of interest in being able to change the position of the Attention to detail. We'll let you know here if there are any plans made around this.
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Sales overview page - Option to show Invoices as Tax Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the…
14 votesThanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. 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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Projects -Ability to send separate statements for projects to same contact
We have two projects running under one contact and it is not possible to send two different statements. I have to duplicate the contact or create a manual statement.
3 votes🌟 Thanks so much for sharing this idea, Larissa. I can appreciate how frustrating it must be to have to duplicate a contact or create manual statements just to manage separate projects under the same customer.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help. We’ll continue to monitor community support and interest, as feedback like yours plays an important role in helping us understand where improvements are needed most.
We really appreciate you taking the time to explain your experience and the workaround you’re currently having to use.
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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…13 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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Invoices - Allow temporary client invoices without creating permanent contacts
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
4 votesThanks for sharing this suggestion, Anzelle. For businesses handling walk-ins or one-off custom work, creating a new contact for each interaction can add extra records to manage. A way to generate temporary or single-use invoices without saving a permanent contact could help support simpler record keeping while still allowing proof of payment.
We’ve moved this to Gaining Support so interest can be tracked and shared with our product teams for review alongside other workflow improvements.
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Xero App - Send an invoice via SMS from the app instead
Allow the send invoice by SMS option to be available in the mobile app. Moving the option of sending an invoice by SMS to the top of the page instead of at the bottom would be much better too. Most businesses will have templates set up, so this is why it would be easier to have the option at the top of the page.
4 votesHi everyone, thanks for sharing this suggestion. We understand that when you’re working on the go, being able to send invoices quickly can make a big difference, especially when customers prefer receiving updates by text.
The suggestion here is to add a direct SMS option in the mobile app, so users can send invoice links to customers without needing to switch between apps or copy and paste details manually.
For now, you can use your device’s share options from the invoice to send the link through your preferred messaging app. While this isn’t the same as having a built-in SMS option, it can help make sharing invoices easier in the meantime.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback from businesses using mobile invoicing workflows.
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Invoice Notification - Customer generated notes
Currently, Xero doesn't send notifications or alerts when recipients add messages to invoices. You'll need to manually check the History & Notes section of each invoice to see if a recipient has sent a message, such as the reason for non-payment. It would be helpful to receive some notification of when an invoice recipient has provided a response that is automatcally turned into a system generated note.
1 voteHey Christie, thanks for raising this Idea with us. Its always great to hear from our customers on the things you feel would make your Xero experience better. This Idea is now available for others to vote and comment on. The next step is to share with friends and colleagues so they can add their own experiences, and how this would improve their business processes.
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Invoicing | Awaiting Payment list - Display average number of days they pay in
Invoicing - Awaiting Payment list - Display average number of days they pay in
When looking at the Invoices Awaiting Payment list, it would be very helpful to see the average number of days that customer pays in – so I know if it’s time to start chasing them.
Purpose: There’s no point in chasing an overdue invoice if I can see that it’ll likely be paid tomorrow. As it is, it takes 3 clicks to find that stat.
2 votesThanks for sharing this idea 😊. We can see why having the average number of days a customer usually takes to pay visible directly in the Awaiting Payment list would be helpful.
At the moment, this information is available on an individual contact record rather than in the invoice list view. We’re moving this idea to Gaining Support so we can better understand how many customers would like to see this surfaced more directly in the invoicing workflow.
We’ll continue to keep an eye on the feedback and update you here if there’s any news to share.
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Invoice Receipt - Enable receipt when invoice fully paid (not part payment reciepts)
Now that XERO has the deposit payment option within invoices it would be great to be able to generate an invoice level receipt, when getting multiple payments on an invoice having to go into each one to generate the receipt then go and attach individual PDFs to the email is frustrating. Sure, at a payment level if you want to send receipts at each payment then keep that but once a job is complete and fully paid being able to generate just 1 receipt with all payment would reduce time spent.
Unless I'm missing something i also dont think a…
1 voteThank you for sharing this feedback.
We understand that when an invoice is paid through multiple part-payments—for example, a deposit followed by the remaining balance—you would like to send your customer one receipt for the full invoice once it has been paid in full, rather than sending a separate receipt for each payment. We’ve captured your feedback for consideration. If this would also be useful for your business, please vote for the idea and add a comment explaining how you currently manage multiple-payment invoices. This will help demonstrate the need for the improvement.
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