100 results found
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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.
43 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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Workpapers - Refresh data button from within individual workpapers.
Currently we can refresh workpapers from the workpapers, working trial balance, manual journals and settings screen, but when we open a specific workpaper that button is no longer available. Can we have this when working in a specific workpaper. This will save us having to click back when we are making adjustments
20 votesThank you for submitting your feedback and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can now leave comments to provide further context on how this would improve their Xero experience.
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E-invoicing - United Arab Emirates
E-Invoicing in the UAE.
This will soon be a requirement in the UAE with legislation to be passed on this.
Please can we as Xero users have a standard process template for this.15 votesHi Faadhilah, thanks for raising the idea about introducing e-invoicing specifically for the UAE. With the government’s timelines and deadlines coming up, we understand how important it is for businesses there to have a streamlined way to comply.
Xero already supports e-invoicing in other regions where this has become a regulatory requirement. While we can’t share any definite plans about when or if this will be available in the UAE just yet, your idea status is currently Gaining support. This status means the community team has reviewed it, and now it’s open for votes and comments from users like you.
Getting more votes and detailed feedback from the community helps bring attention to the demand and shows the product team where to focus next. If you haven’t already, adding more context about how e-invoicing would affect your business day to day would be really valuable. The more insights the team…
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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
14 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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Customer statements - Allow customers to view live statements online
At the moment, when we email a statement from Xero, the customer only receives a static snapshot plus invoice links that reflect the balance at that point in time. If a payment or new invoice is issued after we send it, we must send another statement manually for them to see the updated balance.
It would be extremely helpful if Xero offered a secure link or customer-facing portal where each customer could view a live statement of their account at any time — showing all outstanding, overdue, and paid invoices in real time — without us needing to resend updated…
14 votesHello Daria, I've reviewed your idea, and it's a great one! Thanks for submitting it.
Now it's up to the community to get behind and support it.
The more votes and comments it gets, the more attention it will receive from our product team. Be sure to share your idea with colleagues and friends who might also benefit from this feature!
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 - 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!
28 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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Short Term Cashflow - Combine existing invoices with predictions for future invoices
When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.
The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.
Proposed Solution:
- Combine existing invoices in Xero with predictions for future invoices.
- Automatically remove these predictions when an actual invoice is entered into the system.
32 votesHi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.
We've reviewed the idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.
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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...
7 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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Credit Notes - Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
6 votesThank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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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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.5 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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Statements - Email template placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
7 votesHi, thanks 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 it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
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Invoicing - Ability to move add payment pop up modal
Move add payment popup window so not to cover reference numbers
You closed the comments section after asking for a reply @Haroon Subhani
Single screen you can move the popup window which needs the reference number but it is covered by the pop up
3 votesAppreciate your feedback and sharing a picture of what you're after here.
We'll get a gauge of the interest from community in this here and share if there are any changes planned.
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Malaysia E-Invoicing - Embed Validated QR code on invoice PDF
1st) I suggest on embedding the Validated QR code to the normal PDF invoice so that we can print multiple invoices at one go and our normal PDF invoice also consists of banking details and credit terms whereas the Validated E-Invoicing has none of these.
2nd) I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
3rd) Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The…
15 votesHi Maggie and others in community who've voted, we appreciate hearing the changes that'd help you when sending eInvoices with Xero.
Just to note, as each point you've raised would be considered separately by our product teams it's best to have an idea for each of these that we can get a feel of the community support through - see more on the qualities of a good idea in our Xero Central article 🙂
I've updated your idea here to represent the first point for embedding the QR code on the PDF of the invoice. You'll see I've created ideas for the other points you've noted below.
- Malaysia E-Invoicing - Two columns to show when validated versus viewed
- Malaysia E-Invoicing - Button for 'Send to MyInvoic'
If there's any progress for these we'll share on the respective idea/s. Thanks!
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Invoice Import - Display warning for new contacts being created
Our practice makes use of Xero's ability to import invoices to do monthly utility billing and have found Xero's feedback notice / confirm import page to be VERY useful.
On this page Xero notifies us if
- any invoices will not be imported due to errors
- invoice number already exists
- any item descriptions and/or prices differ from the Xero org's listed products and servicesUnfortunately, it does not notify the user if any new contacts will be created on confirmation, as imported invoices automatically create a new contact if a matching one does not exist.
This sometimes happens…4 votesAppreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.
We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.
We’ll share any updates here as the idea progresses.
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Invoicing - Update contact with email used when sending
Under the old invoicing, when an invoice was emailed to a client for the first time, the email address used for that first invoice automatically populated the Contact card's email address at the time the invoice was sent.
This meant that if the invoice was unpaid, the reminder would be able to go to the same person who received the invoice.
However the new invoicing doesn't automatically populate the Contact's email address.
This means an extra step is needed to ensure the Contact card is updated.
If this step isn't taken, then the automated reminders don't go out.
Automation is…11 votesThanks for sharing your thoughts and adding your vote to this idea! We totally get how important it is to keep your customer contact info accurate and up to date. An automatic update feature through invoicing sounds like a great way to save you some valuable time.
Right now, if you send an invoice to an email that’s not already linked to a contact, you’ll need to add that email manually in Xero. The current setup is designed to be flexible so you can send invoices to multiple emails without changing the contact record. But we can definitely see how this feature would speed things up for you.
This idea is now in the “Gaining Support” phase, which means it’s open for votes and comments. We’re keeping an eye on how much interest it gets from the community. Your vote really helps us understand how much this feature matters to…
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Invoicing - Create a Credit Note from a Paid invoice
We raise an invoice to a client.
They pay it.
Then for some reason, something changes.
We need to raise a credit note against that invoice!I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.
What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.
It is not an option within Xero to 'copy to draft' and create a negative…
28 votesHi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
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Invoice - Quick edit option (like bills)
Invoice payments
Can we have a function in invoicing to record a payment the same as the new 'eye' function on bills (screenshot attached)? Would make life a lot easier as adding multiple payments to an invoice currently involves way too many clicks!4 votesGreat to hear that you find the quick edit feature useful, Eve. Thanks for raising your idea here - we'll start to get a sense of the community interest around this here and share if there are any updates.
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New invoicing - Ability to move Create new item modal
The pop up boxes, creating a new item for example, should be able to be moved so that the underlying page can be seen. This is standard on most of the software that I use so it should be so on Xero.
7 votesHi Alan
Thanks for sharing this idea about being able to move popups, to see what's underneath them.
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 votes and comments too!
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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.
5 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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Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the…5 votesWe're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
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