308 results found
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Invoices - Ability to send "Paid" invoices (receipts) via SMS
Would like to be able to SMS fully paid invoices.
2 votesHi Jane, appreciate the feedback here. We understand that payment confirmation is an important part of the customer experience.
Extending SMS functionality to include “Paid” invoice notifications or receipts could provide a quick, mobile-friendly way to confirm transactions. We’ve updated this to Gaining Support so we can track interest and share it with the product team.
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Invoice - Ability to rearrange invoice columns
When using the invoicing system in Xero, there is no ability to move columns around. It would make my workflow much easier if I could enter quantity first, followed by product code, as this matches the standard ordering format in our industry. When customers place orders, they typically specify the quantity first and then the product size or code.
In our previous system, we were able to click and drag columns into any order (similar to how line items can currently be rearranged in Xero). However, with the current fixed column layout in Xero, I often find myself writing phone…
3 votesHi Scott and Janine, thanks for sharing your feedback here.
We understand why having the ability to customise invoice column order could make invoicing workflows easier, especially for teams that process a lot of invoices or follow a specific data entry process.
This idea is suggesting the ability to rearrange invoice columns directly within the invoice screen, allowing businesses to set up the layout in a way that better suits their workflow.
We’ll continue to track feedback and interest around more flexible invoice layouts.
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Invoices & Emails - Support Markdown-style text formatting
A simple solution for those that want to format their text when emailing would be to allow formatting that WhatsApp uses, where you simply add * either side of word or sentence that you wish to format as bold, for example.
https://faq.whatsapp.com/539178204879377/?helpref=hc_fnav&cms_platform=web
3 votesThanks Eamonn for the feedback here. We hear that having a quicker way to format text in invoices and emails would help improve clarity and workflow efficiency.
Being able to apply simple Markdown-style formatting while typing could make it easier to emphasise important information like due dates or payment terms. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
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Invoicing - Improve visibility of Voided/Deleted invoices
When an invoice has been voided, Xero should clearly display VOIDED on the invoice itself.
Currently, opening a voided invoice gives very little indication that it has been voided. The user has to expand History and notes to discover this.
Voided invoices are also excluded from the normal All invoices view unless the user opens Search and selects the small Include Deleted & Voided checkbox.
This makes it unnecessarily difficult to understand what has happened, particularly when an external system or integration has created a replacement invoice.
I would like:
A prominent VOIDED status/banner when viewing the invoice.
Voided invoices…1 voteHi Andrew, just rounding back to your idea here - I wanted to highlight that we have an existing idea for having a separate tab for voided and deleted invoices, that I've added your vote to.
These are purposefully excluded by default to prevent confusion when quickly assessing an orgs invoices, so attention is drawn to those needing attention.
We don't have any plans to change how these are shown at present but we'll get a clearer understanding of interest from your idea here.
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E-invoicing - Ability to send e-invoice from US organizations to other countries
US businesses who sell to the EU and other countries where E-invoicing is quickly becoming or is already mandatory would love an integrated solution within Xero.
1 voteHi Kellie, thanks for sharing this suggestion. We understand how native e-invoicing support for the US region could help streamline invoicing and support businesses as electronic invoicing becomes more widely adopted worldwide.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If US e-invoicing is important for your business, we'd be interested to hear which networks or customers you need to connect with most.
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Invoice Overview - Able to chose default tab it opens up on (Awaiting Payment)
Invoices - Awaiting payment
When clicking on invoices, it would be helpful to be able to select a default invoices tab I would like to land on. This feature is available for Bills and the user is able to select the 'Awaiting payment' tab as a default.
In the interest of having easy access and a quick view on which customers have not paid, it would be beneficial to introduce this feature.10 votesHey everyone 👋,
Thanks for your feedback and for sharing your thoughts on this idea ✨. We'd like to clear up some confusion. If you navigate through the main menu, the Invoices or Bills pages always default to the All tab, but clicking Invoices owed to you or Bills you need to pay from the dashboard takes you directly to the Awaiting Payment tab. As noted by others in this thread, one option for now is to bookmark the Awaiting Payment tab directly from your browser. Our product teams are continuously reviewing all the feedback on the Xero Product Ideas portal. While we can't make any promises about if or when this idea will be developed, your votes and comments are essential for helping us understand what's most important to you. We'll be sure to post another update if there are any changes to the status of this idea. In…
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Repeating Invoices - Automatically include past due balances to repeating invoices
Add an option to put any past due amounts on recurring invoice templates. While sending past due reminders is nice, if you have that recurring invoice going out - why not have line item for any past due amounts as well.
1 voteThanks for bringing this suggestion to the community. We understand how automatically showing an outstanding balance on the next repeating invoice could reduce extra steps when managing overdue accounts.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
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Repeating Invoices - Add one-off charges or additional line items to repeating invoices
Add one-off charges to repeating invoices. Queue a charge to a client's future repeating invoice. This will avoid having to bill separately and forgetting to add the charge after the invoice is created.
1 voteThanks for sharing this idea. We understand the request to add one-off charges to a repeating invoice without changing the recurring template. Being able to include additional work or expenses on the next invoice could make recurring billing more flexible.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what types of charges you'd like to add.
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Invoices - Expand native e-invoicing (Peppol network) support to European countries
Ability to send e-invoices to Europe (in Euro via Peppol).
This rolls up many other product ideas about sending e-invoices to European countries e.g. Spain, Germany, France, Belgium.
All that is required is an update to the Contact form (which currently just has ABN) to include a field for the Peppol Participant ID. For example, OpenPeppol (AISBL) itself has a Belgian ID of "0208:0848934496" (ISO6523-country-code:country-company-number).
3 votesHi Rick, thanks for raising this idea. We understand you’re looking for Peppol e-invoicing to be available across European regions, making it easier to exchange invoices with customers and suppliers through the required networks.
This could help streamline compliance workflows and reduce the need to manage separate solutions.
We’ll continue to monitor feedback and input from the community here, especially around which countries they'd like this feature to support.
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Xero Accounting App - Display 'Email to bills' address in Xero app
Xero’s unique “email to bills” address is only shown in the web version, this is bizarre as I will often have PDF attachments come through on my mobile email platform and I need to forward them to the relevant Xero account (we have 30+), I have to physically log into a laptop to get the unique email address, why can I not get this on my Xero / Xero me app? Can you add this, it should be very simple
2 votesHi Damien, thanks for taking the time to suggest this. Being able to access the "Email to bills" address from the Xero mobile app could make it easier to forward bills and receipts while you're away from your desk.
For now, you can log into Xero browser edition from your mobile devices, or save the 'Email to bills' address separately so you can refer to it on the go.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how having access to the address in the mobile app would support your workflow.
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Invoice reminder - Reply to Email Default to Logged In User
Currently when invoice reminders is turned on by the client, the default address is for the reply to emails seems to be the Subscriber's email. Would be good if it was the email of the logged in user by default.
3 votesHi Melissa, appreciate you raising this. We understand you’re looking for a way to personalise invoice reminder email routing based on the user or team member sending the reminder.
This could help keep communication connected to the right person and make follow-ups smoother.
We’ll continue to monitor feedback from the community and gauge the demand.
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Invoices - Make invoice links available from invoice list
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
6 votesHi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!
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Invoices - Recording if CIS statement has been received
On invoices with CIS deductions can we have a button or something to indicate if a CIS statement has been received for the deduction and then a report for which invoices haven’t received a CIS statement so easier to see who needs chasing rather than keeping a separate spreadsheet elsewhere of received CIS statements.
3 votesAppreciate your request here, Carey. Right now, you can use the CIS Suffered report to monitor deductions recorded in Xero, however understand this doesn't enable you to track CIS statements received at the invoice level.
This isn't something we have plans for atm, but we'll continue to get a gauge of support in this from your idea. I'll share if there are updates.
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Navigation - Quick Switching Between Invoices, Quotes & Bills
Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)
5 votesHi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
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Send e-invoices through Xero to Sweden via the Peppol network
It has now become mandatory to email clients in Sweden via e-invoicing through the Peppol network. I know other countries have support through Xero for e-invoicing. Please can Sweden be included in the regions e-invoicing is available for. Thank you.
1 voteThanks for sharing this suggestion. We understand the request for Xero to support sending e-invoices to Sweden based businesses through the Peppol network.
Adding Sweden to Xero’s supported Peppol network could make it easier for businesses to manage e-invoicing directly from Xero, without relying on a separate access point. I’ve updated the status to Gaining Support so we can continue tracking community interest.
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Sales Overview - Add a Branding Theme column
A problem I have each month is when preparing sales invoices - I use several branding themes, one of which is for the AdFin integration.
It would be ideal to be able to see on the invoice list (in Sales > Invoices) which theme was attached to each invoice, it would be further beneficial to be able to select a bunch of invoices and bulk change the theme where required.
8 votesThanks for sharing this idea about adding a Branding Theme column to the Sales Overview screen.
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 votes and comments too!
We need to keep a separate Ideas discussion for each idea, so there's an existing product idea for updating themes in bulk, where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/48414839
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Invoices - Set Recurring invoice date to none
I would like to be able to set a recurring invoice date to no date or none, so I could create the invoice when it is required
4 votesHi Richard, at the moment, recurring invoices requires the "Next Invoice Date" during setup. We understand that being able to set this field to None could introduce more flexibility in the use case.
We'll continue to track interest and help our product teams understand the value of adding a “no fixed date” option or manual trigger for recurring invoice templates.
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Invoice + Payroll Integration: Sync Employee Hours directly from Invoice Line Items
I’d like to suggest a couple of updates that would save us significant administrative time and eliminate double-handling. Adding an employee column (allow us to name them separately from their legal name as to protect their privacy) to invoice line items so logged hours sync directly into payroll would be a game changer, allowing units to flow straight into pay runs with the correct pay items applied based on the specific day and time worked. On top of that, adding date and time columns to line items along with more flexible recurring invoice logic - such as having last fortnight’s…
1 voteThanks for sharing this. While you can currently sync project time to payroll timesheets, pulling hours directly from sales invoices into payroll isn't possible.
Although this isn't on our immediate roadmap, we'd love to hear how valuable this would be to the community. Please consider sharing this post with colleagues so they can add their vote!
In addition to voting, feel free to leave a comment detailing how this integration would improve your day-to-day workflow in Xero.
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Contact | Invoicing - Ability to set default invoice date for each contact
At present, the invoice issue date in Xero needs to be manually monitored and adjusted for each client. Since clients have different required invoice issue dates throughout the month, staff must rely on memory or separate reminders to ensure the correct date is used when creating invoices.
This creates a high risk of human error, particularly when preparing invoices in draft status, as the system does not automatically prompt or enforce the correct issue date per client. Incorrect issue dates can lead to:
Delays in client processing or approvals
Confusion regarding billing periods
Potential payment delays
Additional time spent reviewing…2 votesHi Alexi, thanks for bringing this idea to the community. We can see why having the ability to set a default invoice issue date at the contact level could be useful, particularly for businesses that work to specific customer billing cycles or contractual invoicing arrangements.
The idea is to allow a default invoice date to be saved against an individual contact, so invoices created for that customer automatically use the preferred issue date rather than defaulting to the current date.
For now, using Repeating Invoices may help in some scenarios where invoices need to be generated on a consistent date each month. However, we appreciate this won't suit every workflow, especially when creating ad hoc invoices.
We've updated the status of this idea to Gaining Support. If this would help your workflow, please add your vote and share more detail about how you'd use it.
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Invoice - Restore previous single-screen upload and confirmation
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go…
8 votesWe understand that the previous single-screen invoice upload process helped with efficiency, and it’s great to hear how it supported your workflow.
The idea is now in Gaining support, so the community can vote and join the discussion. Adding details about your workflow can help the community see the value and encourage others to share their experiences too.
We’ll keep this thread updated as the idea develops.
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