1000 results found
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XPM - Add “Assigned Staff” Tab to Invoices
Add “Assigned Staff” Tab to Invoices in XPM.
We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.
Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.We propose adding a fourth tab titled “Assigned Staff.”
Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the clientHaving the ability to assign up to 4–5…
5 votes✨ Hi everyone,
Thanks for sharing your feedback on this idea and explaining how assigning staff to invoices created in Xero Practice Manager would help improve workflow visibility and accountability through the billing process.
We can see the value in having a clearer way to show ownership during invoicing, especially where different team members are involved in preparing, reviewing, and following up on invoices.
We’re moving this idea to Gaining support so others in the community can vote and share how this would help their practice too. The more detail we have on how this would improve day-to-day workflows, the better we can understand the broader impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
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Awaiting payment
Ability to view bills awaiting payments by suppliers, aka a list of suppliers and total of invoices awaiting payment within date range, rather than a list of the bills themselves which can carry over several pages making bulk payments more complicated.
1 voteHi Jack, it sounds like the Payable Invoice Summary, or Aged Payables Summary reports would meet your needs here?
Both these reports can be adapted with filters and grouping.
Or can you share a little more information on your needs and steps you'd take from this view?
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New Invoicing - Option to switch Autosave off
I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
Are we able to turn off the auto save function in new invoicing?483 votesHi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
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Xero Accounting App - Pre-set invoice with items
I run a small food wholesale business and deliver to 30 stores per week. At each stop we determine what the store needs and what products are being returned as credits. Please let us create a reusable invoice in the Xero mobile app with our saved products and prices already as line items. The delivery driver could select the store, enter the quantities delivered, record credits and send the invoice to email or to mobile printer showing one net amount due. Right now the driver would have to add the same six products individually at every stop and cannot create…
1 voteThanks for sharing this idea, Jacob. We understand the request for preset invoice line items in the Xero Accounting app. This feature could make invoicing faster for delivery drivers who need to process orders on the go.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like preset items to work.
Regarding your idea on creating and applying credit note from the app, I've found a similar idea suggesting this and added your vote there.
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Invoices - Option to set date for all transaction entry
I would like to be able to change the overall system date from the current date to a date of my choosing, providing it is after the lock date. I was a long term Sage user and there I had the option to select a 'system date' so that if I had many transactions to post on a certain date I would not have to change that manually each time. For example today's date is July 15th, but I have credit notes to post all dated June 30th, so why can't I change the system date to June 30th? We…
1 voteThanks for highlighting this improvement.
Having the option to set a session date for transactions entry could make the process quicker by applying the same date to multiple entries. At the moment, you can consider importing the credit notes in bulk instead.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Subscriptions - Name of organisation for each direct debit on the bank statement line
When direct debit Xero subscription invoices, would be good if Organisation's name for each direct debit occurs, as having scenario of multiple organisations subscribed with direct debit from same account.
Understand we can open the invoice and allocate accordingly, however saves time if the bank transaction line indicates the Organisation name.1 voteThanks for sharing this idea, and for sharing that by showing the organisation name on each direct debit could make it easier to identify subscription payments when you manage multiple organisations from one bank account.
We'll open the idea up for votes and comments so others in the community can share their thoughts. Feel free to share it with colleagues who'd also like to see this, so we can get a sense of the interest from the community✨
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Invoice Online Payments vs. Brand Template
The Brand Template might still have some unwanted online payment option present even when the individual invoice has all online payment methods removed. This has led to serious confusion with our Direct Debit / retained clients, who receive Repeat Invoices and felt obliged to pay manually all of a sudden on their monthly invoice.
This is further problematic because there's no email previou option for Repeat Invoices.
When online payments are disabled on an individual invoice, the brand template needs to mirror that behaviour without fail.
1 voteThanks for bringing this to our attention. When a payment service is selected in the branding theme, it can still appear on the invoice even after it’s removed from the individual invoice. Your idea is now open for the community to vote and comment on. For now, we’d like to get a sense of the support for this from the community. 👍
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Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
13 votesHi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
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Invoices - Adjust margin and header spacing controls within Standard invoice templates
Move the entire template up so the "Bill To", Logo and "Company Info are on the same rows.
There is too much wasted space up top and could be used for more line itemsOr
Add an option to crunch the line items with none, single or double line spacing between each item listed.
4 votesThanks for raising this, Kirk. We understand that having more control over invoice layouts can help keep customer-facing documents looking clean and professional.
The suggestion is to add margin and spacing controls to Standard invoice templates, making it easier to adjust the layout to align the logo with address and company information.
For now, Advanced DOCX templates can be used when you need more flexibility over formatting. We’ve moved this idea along to continue tracking interest.
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Invoice template - Option to omit international country dialling code
Please allow us to remove the area code for the telephone section as our clients don't need to see the +44 in front of our number.
1 voteThanks for bringing this to the community. We understand the request for more control over how international dialing codes are displayed on invoices.
Being able to show a local phone number without the country prefix could make customer-facing documents easier to read.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your business, add your vote and let us know how you’d like the setting to work.
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Invoice - Ability to hold and release bond/security deposit
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
3 votesHi Dejan, thanks for bringing this idea to the community. We understand the request for a way to manage bonds or security deposits within the invoicing workflow, including holding the amount separately and releasing or applying it later. This can be useful for businesses that regularly work with deposits alongside standard invoicing.
The idea is to introduce a clearer way to track and manage security deposits through a dedicated hold and release process, rather than relying on manual workarounds such as liability accounts or journals.
For now, deposits are typically managed using standard invoicing and liability accounts, with manual tracking used for holding and returning funds where needed. We appreciate this can add extra steps depending on your workflow.
We’ve updated the status of this idea to Gaining Support. If this would be useful in your process, please add your vote and share how you would use it.
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Invoice Payment - Support ACH payments via Stripe for Canadian organizations
Please allow collecting ACH payments through Stripe for your Canadian customers, just as it's enabled for U.S. customers. I used to use GoCardless, but suddenly they suspended my account without explanation, claiming it's "under review," which is affecting all my recurring monthly charges. @Xero_team, please treat this as urgent and enable Stripe's ACH payment option for Canada.
Thanks
1 voteThanks for sharing this feedback. The main request is for Canadian organizations to be able to collect ACH payments through Stripe in Xero, similar to the bank debit options available in other regions.
This could give businesses more flexibility when setting up recurring customer payments and choosing their preferred payment provider.
I’ve moved this to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what you’d like the Stripe payment experience to support.
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Invoice - Ability to add multi section invoice
On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.
What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.
This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.
I have used…
4 votesThanks for sharing here, jason - We have an existing idea around multi sectional quotes that I've added your vote to and have adjusted the title of your idea here for the Invoices side of things.
We'll be sure to update you if there are any updates for this in either feature.
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Statements - Remove the Red ink from overdue
I would like to be able to select a covering statement email as the red box with overdue payments is really annoying our scholars. They see this and think it is the amount they owe. Most of our scholars pay in small instalments this is highly confusing for them. If we had a choice of an alternative template it would be really useful. I have written to support and there is not currently an option for this. Their reply is below for you info.
I understand the issue is with the red box showing overdue amounts in the covering email…
2 votes✨ Thanks so much for taking the time to share this idea and explain the challenge you’re running into. We’re moving this idea to Gaining Support so we can hear from more customers who would like greater flexibility in how overdue information is shown in statement emails, including different template options.
If this is something others in your network are running into as well, we’d really appreciate them adding a vote or sharing their use case too. That kind of detail helps our product team better understand the real impact on day-to-day workflows.
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Quotes - Track "Accepted" vs "Invoiced" status on sales quotes
In purchase orders, you can track "ordered" vs "billed". It would be very helpful apply that feature to the quotes, ordered vs invoiced.
1 voteThanks for highlighting this workflow, Vanessa. We understand the request for quotes to show how much has been invoiced versus the original accepted quote.
Having this information available at a glance could help reduce manual checks and make it easier to identify quotes that still have amounts or line items waiting to be invoiced.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and tell us what you'd find most useful to see.
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Reporting - Include Quotes and Purchase Orders in Short-Term Cash Flow forecasts
Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?
4 votesHi everyone, thanks for sharing this idea. We understand that having quotes and purchase orders included in Short-Term Cash Flow would help give a clearer picture of upcoming cash movements.
For now, you can review these alongside your cash flow reports to help factor in expected income and commitments.
We’ll continue to track interest and share feedback with our product teams to help them understand the value of expanding the information included in cash flow forecasting.
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Xero Accounting App - Add/edit contact VAT numbers on mobile app
Please allow for the loading of a VAT number on the App. We are a mobile business that doesn't always have access to a PC
1 voteThanks for taking the time to suggest this. We understand the request to add VAT number to the contact details available in the mobile app could make it easier to keep customer records up to date.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know how you’d use the feature.
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Invoices - Retain and save the selected Account Code on line items with a $0.00 amount or 100% discount
We send out promotional items and invoice these with a 100% discount. When saving the invoice, Xero is not saving the account code that I applied. I've read this is an accounting simplification. We need to see these invoices - is there a workaround?
4 votesHi Vanisha, thanks for sharing this suggestion. Retaining the selected account code on zero-value or fully discounted line items could be useful for reporting and analysis, particularly for tracking promotional or non-charged allocations.
Keeping this mapping in place would help preserve useful context in reporting, even when the line has no financial impact on the ledger.
We’ll keep an eye on the feedback and interest in this thread.
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.
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570 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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Invoice Template - Allow custom labelling of Company Registered Number / CRN field in standard invoice templates
Company registered number appear to be labelled differently on the new invoicing templates, depending on the country of your entity.
For example, Ireland, the company registered number field is labelled "Registration number". In the UK the company registered number field is labelled "CRN" which isn't a common or well known abbreviation.
There appears to be no option to change this in the new template engine.
We would like to control the label of the Company registered number field, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout,…
1 voteThanks for sharing this idea. We understand the request to customise the Company Registered Number / CRN label on standard invoice templates.
Having control over the wording could make invoices clearer for customers and give businesses more flexibility over how registration details are presented.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what label you’d prefer to use.
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