27 results found
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Modernize Advanced Templates: Full Support for Modern Word (.docx), Embedded Fonts & High-Res Branding
The Vision: Every business deserves to send invoices and quotes that look as professional as the services they provide. Currently, Xero’s "Advanced Template" engine is built on 20-year-old legacy standards that "obliterate" modern branding, fonts, and high-resolution graphics.
We are asking Xero to modernize the template parser to support the industry-standard OpenXML (.docx) used by modern versions of Microsoft Word (Office 2016/365).
Why this matters to your business:
Brand Fidelity: Stop your high-res logos from turning into blurry, low-res bitmaps.
Modern Typography: Use modern fonts (like Google Fonts/Montserrat) through proper font-embedding support.
Layout Stability: Fix the "broken" tables and distorted…
48 votesHi 👋 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.
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Advanced Repeating Invoices / Scheduled Invoice Variations
I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.
Current Problem
Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:
- Annual renewals
- Membership fees
- Licence renewals
- Maintenance charges
- Contract uplifts
- Seasonal charges
- One-off setup/project fees
Currently in Xero this usually requires:
- multiple repeating invoices,
- separate one-off invoices,
- or manually editing invoices each month.
This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly…
9 votesHi 👋 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.
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Invoice | Deposits - Set up email template
When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user).…
6 votesHi 👋 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.
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Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)
Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)
I recently started using Xero and I have been really enjoying the simplicity and usability of the platform so far.
I wanted to share a suggestion regarding the "Date" field when entering bills. Currently, there appears to be only one date field, which can be interpreted either as the invoice date or the posting (accounting) date depending on internal company practice.
From an accounting and reporting perspective, it would be very helpful to have two separate fields (Invoice and posting Date). Benefits are:
1. Enable more accurate AP accruals…5 votesHi 👋 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.
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Smarter search box/function using fuzzy search
When using the search function, searching either an invoice or purchases or anything, the search tool is not very smart and too defined making even a space as a defining character. For example If you search for A B Consulting but you type AB Consulting, it won't show up.
It would be good if the search tool can be smarter and use the widely available and established fuzzy search and ignore these minor characters (space, period, commas, typos etc).
It would also be better if it is smart and able to give you results even if you have a typo.
4 votesHi 👋 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.
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splitting quantities of billable expenses when applying to invoice
Please could we have the option to add billable expenses to a customer invoice by quantity.
At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a…3 votesHi 👋 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.
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Option to automatically approve bills when entered
I would really like the option to automatically approve bills when entered, rather than having to then go into the Bills section and change from draft to approved every time
2 votesHi Diane, just to get a better understanding can you share how you are currently entering bills into Xero? E.g emailing bills to your organisation, uploading them?
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Importing invoice from CSV - Display the new items being created
When I import invoices from a CSV, they can often be really big (900-1500 lines). It tells me if I am going to create a new item. It would be helpful if it would tell me which SKU it is going to create so that I can go to my CSV and check if it is actually a new item or if there is just a typo in one of my SKUs.
2 votesHi 👋 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.
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Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
1 voteThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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BONDS
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
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.
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Invoicing Enhancement Request: Fixed Invoice Issue Date by Client
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…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.
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statement
Statement - Easier Sorting to BULK send SOME statements in a different language (French) and SOME in a different currency (USD). I am currently spending 8+ hours to send statements manually because there is no way to FLAG the account as French and then Sort by French OR Flag the Account as a USA one and then sort by currency or something. I could create a Group that says FRENCH CAD and USD and English CAD but in the statement module we cannot sort by Group. I though oh maybe add a dummy email so that it says French in…
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.
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grouping items on invoices with separate totals
Please could we have the option to add multiple subtotal lines on a invoice. On occasion we are invoicing clients for multiple parts of a big project all on one invoice, but these are usually split into multiple smaller jobs combined. So we would have labour costs and materials for a certain area, then more labour and materials for somewhere else. We don't wish to be sending multiple invoices for the same project / site, however would like the ability to have a clear break with a subtotal displayed for the individual areas.
ie. when working in hotels, we would…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.
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Invoice Contact Name Not Updating on Generated PDF
When updating a customer’s contact details—specifically the name the invoice should be addressed to—the changes do not automatically flow through to the generated PDF invoice.
Currently, the only way to reflect the updated details on the invoice is to cancel the existing invoice and reissue a new one. This creates unnecessary extra steps and increases the risk of errors or duplication.
It would be extremely helpful if any updates to customer contact details automatically applied to all associated draft and existing invoices (where appropriate), including the generated PDF version.
This improvement would streamline workflow, save time, and ensure consistency across…
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.
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Negative default due date settings
Allow negative values in default due date options.
We set our due dates 7 days prior to the invoice date, currently Xero only allows default due date settings to be set after the invoice date.
Allowing negative numbers would make our workflow much quicker!
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.
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Allow a path to follow an overpayment to its original transaction.
Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.
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.
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Allow prepayments to be posted to Accounts Payable not just the Bank lines so it can be included in a Batch Payment form Xero
Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also…
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.
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record payment
When recording payments against invoices, it would be really helpful to allow multiple payment lines within the “Record Payment” entry section. At the moment, only one payment method can be entered at a time.
For transactions split across multiple accounts, such as EFTPOS, cash, and gift cards, we’re forced to reopen the same invoice repeatedly to record each payment separately. Allowing multiple lines in one entry would streamline the process and make reconciliation much more efficient.
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.
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contact merchant button
Remove the Contact Merchant button from online invoices or allow the business to change the reply email to the business email, not the user email.
If a customer uses the 'Contact Merchant' button on an invoice, the reply email is sent to the individual user login email address and not the reply email address that has been specified in the business settings.
This is a breach of data protection and needs urgent attention.
If a customer uses the 'Contact Merchant' button on an invoice they are unaware that they are sharing their data with an individual's email address and not…
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.
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Online surcharge calculation and inclusion
Automatic calculation and inclusion of online payment fees
In order to pass on online payment processing fees to customers, rather than a user set fixed percentage, there should a feature to simply automatically add the charge to the customer's invoice, calculated on payment, so that they pay the charge directly.
The single fixed percentage for transactions of all kinds (different cards, international vs national, etc) is such a blunt instrument for fees that vary wildly that it often causes more problems than it solves.
At the very least you should be able to set different percentages for national vs international.…
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