Invoices & quotes

391 results found

1. Quotes and Invoices Column filter option (As in Purchasing)

   There is a function in Purchasing to choose column options I would like the same option if possible in Invoicing / quotes. We ideally need to see the account number in the list as we have a variety or customers in different councils and need to be able to search by council - which is not listed in the customer name.

   The option is available in purchasing so wondering if this feature can be transferred to quotes and invoicing also

   5 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Search the whole of Xero System

   It would be good for Xero to search the whole system for certain keywords. Sometimes we need to put more than one address on the invoice and when you go to search it only limits you to reference, invoice etc, but having to put all addresses in the reference makes it messy. So, it would be great to be able to search the whole system including information in Invoices or Quotes.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Separate Email Settings for Reminders & Receipts

   Allow a separate email address[es] for payment reminders & receipts.

   Some customers with automated processing email will reject reminders and receipts since they are not invoices. Being able to set separate emails for these documents would allow them to be sent automatically without disruption or rejection in the customer email processing procudures.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. Notes and history on main list of repeating invoices

   Need a history and notes section at the bottom of the "Repeating Invoices" tab to be able to show when and who/how a repeating invoice was deleted, eg user manually deleted, or "End date reached".
   The issue is once a repeating invoice template has been deleted there is no visibility to show what end date was set, for instance if a customer is supposed to pay in 6 x instalments but somehow the end date is set too late resulting in too many invoices.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. send reciepts once payment is recieved

   Is it possible for xero to send a reciept to confirm payment is recieved once it reconciles a transaction?
   Before Xero started to auto reconcile transactions, as part of my routine i would check the payment is recieved , send an reciept so my customer knows I have recived the payment then reconcile it. i find now i sometimes get messages from my customers asking if the money arrived ok.
   Thanks

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

6. invoice packing slip to be changed to delivery note

   When Invoicing, at the drop-down arrow after completing an invoice, a "Packing Slip" is available for delivery. In our country, most factories require or prefer a "Delivery Note" can we vote to please make this change, it would improve the quality of our delivery systems. Thanks.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

7. Bulk Editing Expected Payment Dates on Invoices

   It would be incredibly useful to have the ability to bulk edit expected payment dates across multiple invoices in Xero.

   Currently, we have to manually input an expected payment date for each individual invoice, which is extremely time-consuming, particularly during our monthly invoicing cycle when we're dealing with a large volume of invoices.

   Having the option to select multiple invoices and update their expected payment dates in one go would save our finance team a significant amount of time and reduce repetitive manual work.

   This would be a relatively simple but hugely beneficial improvement to the invoicing process, especially for businesses managing high volumes of invoices.

   It would certainly save our team a lot of clicking (and a few sore hands!).

   It would be incredibly useful to have the ability to bulk edit expected payment dates across multiple invoices in Xero.

   Currently, we have to manually input an expected payment date for each individual invoice, which is extremely time-consuming, particularly during our monthly invoicing cycle when we're dealing with a large volume of invoices.

   Having the option to select multiple invoices and update their expected payment dates in one go would save our finance team a significant amount of time and reduce repetitive manual work.

   This would be a relatively simple but hugely beneficial improvement to the invoicing process, especially for… more

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

8. backup or save option on branding themes

   Ability to save / backup branding themes.

   We have set up several branding themes since the update, so we do not want to lose these changes. Is there a way to save them or back them up should there be a problem with branding themes in the future.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

9. repeating invoice

   I had a search and can't seem to see anyone asking for this, apologies if they have!

   We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.

   However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.

   Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the Reference field could automatically increment each time the repeating invoice is generated?

   For example, for a 12-month engagement:

   • Invoice 1 → [1/12]
   • Invoice 2 → [2/12]
   • Invoice 3 → [3/12]
   • …
   • Invoice 12 → [12/12]

   Ideally, this would be generated automatically by Xero without requiring the invoice to be saved as a draft or manually edited before publishing/sending.

   The purpose is both to keep the references consistent and to provide a simple visual control so that we can immediately see which invoice in the 12-month series has been issued.

   We would envisage this working as a placeholder within the repeating invoice template, for example:

   Monthly Services [1/12]

   which Xero would automatically change to:

   Monthly Services [2/12]

   on the next invoice, and so on.

   This would allow businesses to retain the efficiency of automatic publishing and sending while providing much better visibility and control over recurring invoice sequences.

   If after that point the renewal cycle pushes itself into draft to be reviewed/ check if the quote has been amended for the year, that would be fantastic. It would just make the admin a lot cleaner. Especially for those of us with a large amount of clients who have different agreements on their invoices.

   I had a search and can't seem to see anyone asking for this, apologies if they have!

   We use Xero’s repeating invoices for monthly services and have them set to automatically publish and send to save administrative time.

   However, because the invoices are automatically published, nobody is manually reviewing or updating the invoice reference before it is sent. This makes it difficult to quickly see where we are in a fixed-term series of invoices and also makes the existing references quite inconsistent/messy.

   Would it be possible for Xero to introduce a dynamic sequence placeholder for repeating invoices, so that the… more

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

10. I have windows in my envelopes so the customers name and address is visible.

    I use envelopes with windows in them and I am finding the name and address are not clear. They are too far over to the left of the invoice. Could the address be printed slightly over to the right so it fits in the window of the envelope clearly. Also I don't like the customer phone number and email being on the invoice - this too is visible in the window. Can they be removed from the invoice?

    2 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

11. Invoice Number column should be included in the GST Audit (Beta) report

    Both Invoice Number and Reference columns should be included in the GST Audit (Beta) report as Reference might be different from Invoice Number.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

12. Xero needs to make it a feature, to be able to put a bill on hold and be able to add a note as to why.

    Xero needs to make a new feature, after a bill has been approved, you need to be able to put a bill on hold and be able to add a note as to why, so the bill cannot be mistakenly added to a batch, till the issue has been rectified and release from hold.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

13. Branding templates

    Firstly, please make a category called Branding, which addresses all of the branding templates (not only Invoices and Quotes).

    Secondly, ALL the Word templates have the limitation of not supporting hyperlinks while the default templates. We only discovered that after spending hours creating the Word templates. Please add that urgently.

    Thirdly, Xero currently only supports One default Branding Scheme for ALL documents. We only needed to change the default Statement to a Word template but we are now forced to redo ALL templates to Word. Please enable default document templates to be set from a mix of standard and Word templates.

    Firstly, please make a category called Branding, which addresses all of the branding templates (not only Invoices and Quotes).

    Secondly, ALL the Word templates have the limitation of not supporting hyperlinks while the default templates. We only discovered that after spending hours creating the Word templates. Please add that urgently.

    Thirdly, Xero currently only supports One default Branding Scheme for ALL documents. We only needed to change the default Statement to a Word template but we are now forced to redo ALL templates to Word. Please enable default document templates to be set from a mix of standard and Word… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

14. multi currency

    It would be good if you could void a multi-currency invoice after you have downgraded the Xero plan. Currently, you have to pay to upgrade for a month to Void or apply credit notes to invoices. This is a significant upgrade for our clients with small business.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

15. Automatically add invoices to expenses

    When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
    Potential matches should be ranked using:
    - Amount or similar amount
    - Transaction date or a configurable date range
    - Supplier or customer
    - Invoice or receipt reference
    - Currency and other available details
    The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then attach the document to the transaction and archive it automatically.
    The workflow should also support split payments, one payment covering multiple invoices, duplicate detection and batch review. High-confidence matches could be processed automatically if the organisation enables this option, while uncertain matches remain for review.
    This would provide an “invoice and receipt reconciliation” experience similar to bank reconciliation, reducing manual data entry, preventing duplicate expenses and ensuring that supporting documents are attached to the correct transactions.
    Xero’s current Files Inbox accepts emailed documents and its Smart Document Capture can suggest matches based primarily on date and amount; this idea extends that into a richer reconciliation workflow using supplier, reference and other criteria.

    When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
    Potential matches should be ranked using:
    - Amount or similar amount
    - Transaction date or a configurable date range
    - Supplier or customer
    - Invoice or receipt reference
    - Currency and other available details
    The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

16. Invoice and receipt reconciliation for emailed documents

    When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
    Potential matches should be ranked using:
    - Amount or similar amount
    - Transaction date or a configurable date range
    - Supplier or customer
    - Invoice or receipt reference
    - Currency and other available details
    The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then attach the document to the transaction and archive it automatically.
    The workflow should also support split payments, one payment covering multiple invoices, duplicate detection and batch review. High-confidence matches could be processed automatically if the organisation enables this option, while uncertain matches remain for review.
    This would provide an “invoice and receipt reconciliation” experience similar to bank reconciliation, reducing manual data entry, preventing duplicate expenses and ensuring that supporting documents are attached to the correct transactions.
    Xero’s current Files Inbox accepts emailed documents and its Smart Document Capture can suggest matches based primarily on date and amount; this idea extends that into a richer reconciliation workflow using supplier, reference and other criteria

    When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
    Potential matches should be ranked using:
    - Amount or similar amount
    - Transaction date or a configurable date range
    - Supplier or customer
    - Invoice or receipt reference
    - Currency and other available details
    The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

17. In smart document capture, it would be better if the due is calculated from the invoice date, similar to adding bills individually.

    In smart document capture, the due date should be calculated from the invoice date, for example, if i review an invoice for 20 June 2026 and i go +7 for the due date it should be 27 June 2026, but currently it adds seven days to todays current date instead.

    I feel this would be a welcomed improvement to the system

    •  

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

18. Email invoices from our email address instead of Xero.com using to increase views

    Only 34% of our invoices from Xero are ever actually opened since the xero.com addresses is seen as a newsletter or promotional email by recipients email app. Our workaround is to download and copy the PDF into a direct email to the customer which has an almost 100% open rate. Isn't there a way to have the invoices come from our own email / domain instead of Xero's?

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

19. Default “Attach files to eInvoice” option for supporting documents

    Please add a setting that lets users have “Attach files to eInvoice” selected by default when sending eInvoices.

    For businesses that regularly send supporting documents with eInvoices, having to manually tick this box each time adds an extra step and increases the risk of attachments being missed.

    A default setting would help streamline the eInvoicing process and improve consistency.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

20. Delivery Address

    Delivery address update is working where it stays on the invoice, but it would be great if you could create a box like the reference box where you could manually enter in an address or a previous one from like a drop down menu in the box, it's a bit of a pain to have to constantly click on the contact and change details as companies use a variety of addresses.

    Could you also look into adding another reference box or another box so you could add specific notes instead of adding it to where all the products are listed.

    Some companies may bill a certain person but require the delivery address contact and details to be someone different, could these also be looked into, like I said above where we could manually enter details.

    Example
    Delivery Details
    Contact Name Joe
    Phone 0421521324
    Delivery Address
    10 Queen Street
    Melbourne

    Delivery address update is working where it stays on the invoice, but it would be great if you could create a box like the reference box where you could manually enter in an address or a previous one from like a drop down menu in the box, it's a bit of a pain to have to constantly click on the contact and change details as companies use a variety of addresses.

    Could you also look into adding another reference box or another box so you could add specific notes instead of adding it to where all the products are listed.

    … more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂