248 results found
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Bills - Revert from Awaiting Approval back to Drafts
More than once I've accidentally clicked on submit for approval when I only wanted to save and leave the Invoice or bill in Drafts. It would be so handy if there was a 'revert back to drafts' option.
82 votesThanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
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 - Add Number of Days Overdue to Send Statements screen
On the "Send Statements" page...
The address is not needed as the customer can be identified by their name or account number, and 99.9% of statements are now emailed anyway. Removing this would allow space for the two pieces of information that are necessary when individually chasing overdue payaments, plus one extra useful number... The date of the invoice, the date payment was/is due, and the number of days overdue.
This could then be easily referenced when personalising the pop-up email box .... e.g. Your payment was due 30/11 and is now 35 days overdue. Please make the payment as…
88 votesHi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
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Invoicing - Customize PDF file name to include contact name
Update invoice file names to include both the invoice number and recipient name? For example: “SI-1055 John Smith” instead of just “SI-1055” — so it’s easier to identify when printing or saving documents.
88 votesThanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
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New Invoicing - Pro forma
Add a Pro‑Forma Invoice option to Quotes and Invoices.
Rationale: Many accountants and businesses must include issued invoices in year‑end accounts even when payment is not guaranteed.
A Pro‑Forma Invoice option would clearly distinguish non‑binding estimates from recognised billing, reducing accounting confusion and audit risk for clients. It would streamline workflows for firms that handle large numbers of contingent or advance quotes, improve accuracy in reporting, and make Xero more attractive to businesses seeking clearer revenue treatment—likely bringing new clients to the platform.36 votesHey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.
The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.
You can find more detail on how pro‑forma invoices work in our guide:
What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
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e-Invoicing - Verifactu support for compliance with Spanish tax agency
Verifactu is a mandatory invoice verification system in Spain, introduced by the Anti-Fraud Law, which seeks to increase transparency and tax control by automatically sending invoicing records to the Tax Agency (AEAT) in real time to prevent fraud. Supported invoicing programs must ensure the integrity, traceability and preservation of invoices, and include a QR code and the mention "Veri*Factu" in the document. Implementation is progressing, with the use of adapted software mandatory for taxpayers from July 2026.
63 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 votes and comments too!
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Invoice - Ability to use deposits without Stripe
Request deposit without a stripe account.
The new feature is only available with stripe account which take a fee. This is expensive for Invoices of high value, can we just have this feature without the stripe requirements please.
25 votesThanks for your feedback, Michelle. At this initial stage as we roll out deposits as you're aware this will only be available with Stripe. However, we understand there are differing user flows and would like to better gauge interest in the idea here.
We'll share if there are any updates.
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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…
21 votes⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
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Invoices - 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…
18 votesThanks for bringing this Idea to us Johanna, we appreciate you taking the time to let us know what they want to see in Xero. We have reviewed this and have made it available for others to vote and comment on! Although we are continually updating and improving the overall experience, its great to get input from our customers on how we can make it even better 🙂
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VAT - Option to remove VAT Total from standard invoice template
Recommendation to enable users to remove the VAT lines from a standard invoice template.
It's not possible to edit or remove the Total VAT line on standard invoice templates in Xero. The VAT total line is a fixed element that appears on invoices when using the standard templates. Non-VAT registered businesses therefore have to use an advanced invoice template (DOCX) which for less IT-literate, is quite complicated to set up.
21 votes🌟 Thanks so much for sharing this idea with us.
We can see why having more flexibility around how VAT shows on invoices would be useful, especially for businesses that need their invoice layout to better reflect their tax setup and how they present this to customers.
We’ve now moved your idea to Gaining Support so other customers can add their vote and share how this would help them too. This helps our product team better understand the level of interest and the impact this change could have.
While we can’t confirm if or when this may be developed, we really appreciate you taking the time to share your feedback with us. Ideas like this are valuable in helping shape future improvements.
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Xero Accounting App - Attach multiple photos to an invoice
Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming
27 votesThanks for your feedback on bulk photo attachment for invoices created via the mobile app.
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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Branding - Additional reference fields for Motor Trade invoices
Allow users to enable additional, custom reference fields.
Please add the ability to enable additional, custom reference fields on sales invoices via the 'Edit Branding Theme' screen, to support business in the motor industry.
These fields would allow invoice issuers to record vehicle specific details such as:
- Make / Model
- Registration
- Colour or MileageCurrently Xero invoice only support a single entry reference field, and so users at present must rely on line descriptions or notes, which are inconsistent, unclear for customers, and increase queries and disputes. Competing software such as Quickbooks already support these additional invoice…
42 votesHi Susan, thanks for raising this here. Appreciate that there are certain fields which are required to process motor trade invoices. At the moment, the DOCX branding theme can be customised to show a few fields. However, we understand the need for custom fields so we'll open this idea up for the community to add their support.
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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).…
13 votesHi everyone, thanks for all the engagement so far. We understand why having a custom email template for deposit could be useful.
The idea is to allow users to create or assign a separate email template for deposit invoices, so messaging and payment terms can be tailored to suit businesses.
We'll continue to track the demand for this idea here.
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Invoicing - Show the credit note numbers that are applied on invoice PDF
Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?
please address this Xero!
125 votesThanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
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Invoices - Customisable SMS templates
It would be great to customise the SMS message that is sent to customers and set up templates to ben used at different stages. E.g initial send versus reminder/follow up
59 votesThanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. 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 the sending of invoices etc from Xero.
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Branding Themes - Allow custom Invoice titles like "Donation Request"
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would…
6 votesThanks for sharing this idea and explaining how the current wording can make an optional donation feel like a commercial invoice for your supporters.
We’ve updated our branding and invoice templates so you can customise the title shown on transaction documents. However, this customisation doesn’t currently extend to every customer-facing touchpoint, such as the online payment portal or the labels on automated email buttons.
We understand that you’re requesting a broader level of customisation, including the ability to replace terms such as “Invoice” with wording like “Donation Request” across these experiences. As this isn’t currently supported, we’re moving your idea to Gaining Support so other customers can vote for it and help us understand the demand for this enhancement.
Thanks again for taking the time to share your feedback.
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Statements - Send statements via SMS
Send statements via SMS as well as email
15 votesThanks for sharing your idea of using SMS as a delivery option for customer statements.
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: Tab forward or back between invoices
It would be great to have a button to go forward or back to navigate/scroll through invoices in invoice number order.
Sometimes i need to quickly check details in invoices already sent. But i have to navigate back to the invoice page or search the invoice number.
Having a forward and back button would be very helpful.13 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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Statements - Hide summary on statement email
HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL
I NOTE THAT XERO HAS RECENTLY ADDED A SUMMARY OF STATEMENT ACTIVITY TO THE EMAIL TEMPLATE (CLEARLY DIDN'T LISTEN TO THE FEEDBACK WHEN XERO DID THIS TO THE INVOICE TEMPLATE).
PLEASE ADD THE FUNCTION TO HIDE THE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL TEMPLATE.
15 votesHi Stuart, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have this option available when you do not want to show the summary.
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 - Copy and paste into lines of an invoice
Drag and drop.... it is not fixed or completed as you have told us today
Why cant this be enabled again?
yes i can copy and past or drag a line, sometimes Id rather move that line easily by just selecting and dropping.Likewise with re-ordering words within the description box
the blue dot and now the segmented box is annoying, boxes dont select correctly if you click thru to quickly
Your doing great at giving us more and more reasons to change providers
4 votesHi there 👋 appreciate your feedback on the recent release of our drag and fill feature within the invoicing table.
Appreciate this differs to what you're asking here, in being able to copy and paste contents from another source into line items.
In terms of moving lines around, it's possible to drag an entire line up or down your rows. Just click and drag from the 6 dots to the left of the table.
We want to be upfront copy paste of information isn't something we have plans for atm, but will share if there's any progress here.
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Invoicing - Calendar run from Monday - Sunday (UK)
ISO 8601, the international standard for date and time formatting (adopted in the UK), defines Monday as the first day of the week. In invoicing Sunday seems to have been adopted recently and I can see from another thread this was deliberate, but this is NOT UK standard and our calendars adopt a Monday start so will confuse all UK users. Maybe adopt a setting where the user can define the setting instead of trying to suit the whole world...
32 votesThanks for your feedback, Sally. We appreciate there may be different preference for this.
You're right this was a brief change that was made in invoicing however in consistency with how calendars appear in other areas of Xero this has been changed back and we also received feedback for calendars to run Sunday - Saturday.
While we will track the interest from others in this here we want to be upfront that we don't have any further plans for changing start dates of this calendar.
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