1000 results found
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Invoice template - controls for business address line layouts on standard invoice templates
Business addresses appear to be formatted differently on the new invoicing templates, depending on the country of your entity.
For example, in the UK address fields are shown on separate lines. In Ireland, address fields are combined in two lines. There appears to be no option to change this in Template > Your Business address.
We would like to control the address layout, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout, that we otherwise love. Using DOCX isn't a suitable workaround.
1 voteThanks for sharing this feedback, Adam. Having the ability to choose how the address is split across lines could make invoices look more consistent with your preferred document layout.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your invoicing workflow, add your vote and tell us what address format you’d prefer.
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Invoice - Display an aging indicator or timeline directly on customer invoices
to be able to have aging on the invoice indicating current to 120 days due
1 voteThanks for raising this suggestion. The request is for an aging indicator or timeline on individual invoices showing how far an outstanding amount has progressed past its due date.
At the moment, you can refer to the "Overdue By" column in invoices Awaiting Payment tab.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share what aging information you’d want shown.
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Singapore e-Invoice - Validate credit note in Invoice Now
To have the ability to validate credit notes in Invoice Now that are not allocated to a sales invoice but are solely created to issue a cash refund.
1 voteAppreciate you raising this suggestion. Being able to send credit notes via InvoiceNow could make it easier to keep cash refund processes within the e-invoicing workflow.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share your use case.
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Invoice Layout - Customise position and alignment of invoice fields
I would like to provide some feedback on the new invoice format that was recently automatically applied to my account.
While I think the ability to see the invoice due date prominently at the top is a great improvement, it does come across as quite aggressive and I find the relocation of the Issue Date, Invoice Number and Reference fields from the top-right corner to be a significant step backwards.
It needs to be noted as well, that the position of the Invoice number now changes, depending on the length of information in the 'Reference' field. It is super annoying.
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1 voteAppreciate you raising this suggestion, Jennifer. Being able to control where key fields appear on an invoice could make it easier to work with high volumes of invoices.
For now, Custom DOCX Invoice Templates may provide an option to adjust the positioning of fields.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which layout controls you’d like to see
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Credit Notes - New credit note does not show Customer Contact Account Numbers
Your NEW credit note is no use to us as it does not show the client account number (not the bank the contact account number). If you are re-designing a layout at least keep the info you could previously see! Update before this is mandatory please
3 votesHi Sally, thanks 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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Invoicing - Sent or Pending notice for clarity
When sending invoices from Xero if there is a delay in the sending of invoices instead of leaving them in the queue as unsent it would be better for them to be moved to a "outbox" or "pending send" so that you can continue to send invoices, or be aware they aren't going to be sent straight away.
This happened to me yesterday and I spent a lot of time logging a service request only to find out that Xero was on the go slow and the invoices were just queued to send later, and I had tried to resend…2 votesThanks for sharing this idea 🙂 — we can see how clearer visibility of invoice send status could be a positive improvement for customers using invoicing.
Being able to see when an invoice is pending send, rather than simply appearing unsent, could give people more confidence in the send process and make it easier to understand what’s happening at a glance.
We’re moving this idea to Gaining support so we can better understand how valuable this would be for others in the community and gather interest from customers who’d also find this helpful.
If this would be useful for you, add your vote and feel free to share more about what kind of status or notification you’d most like to see.
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Invoices - Import BCTI invoices
Xero should be able to import PDF BCTIs from other companies straight into Invoices, just like how Bills can be.
BCTIs are very commonly used and the amount of manual entry into Xero is excessive for our current time.1 voteAppreciate your feedback on how Smart document capture does not meet your needs, Sam.
We'll start to get a wider sense of interest and support for importing BCTI invoices like an upload feature similar to bills.
This isn't something we have plans for at present but we'll keep a watchful eye on this here, and share if there's any news.
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Invoices - Due date for sales invoices 45 days
Invoices - Please could we have an option for due date to calculate 45 after the invoice date and then end of the month? EG invoice date 1st May 26, due date is 1st May 26 plus 45 days = 14th June, EOM = 30th June (due date). This is a common way to calculate due date in Southern Europe. Thank you!
2 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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Invoicing - New invoicing layout is due for an update
With the changes and improvements to the design of the Purchases overview > Bills page and tabs quite some time ago, it would be expected and easier to navigate through Xero if these design changes reflected in the Sales overview > Invoices page. The invoices page (despite the new invoicing experience when opening an invoice) is still the old outdated design that the Bills used to look like.
The bills and invoicing used to be the same design and while it's great to have an improved design in the bills section, it is sometimes not intuitive that the invoicing has…
5 votesHi Cameron, thanks 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. Feel free to share it with your peers so they can also add their valuable feedback.
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Invoice template - Separate field for Business name
The new layout is problematic. When you select either physical or postal address, the business name is also pulled into the invoice. I need a different business name on different themed invoices and the only way to do this is to turn off address and in the ADDITIONAL BUSINESS INFO section add BOTH my business name and the address.
It would be much better if there was a separate toggle for the business name or if the address box was reworded so it said BUSINESS NAME & ADDRESS BOX and displayed what it actually pulls through. Only displaying the address…
1 voteAppreciate wanting more clarity and control of the Business name that is shown on your invoices, TJ.
We'll start to gather interest from the wider community in this here. I'll be sure to update if there are any plans put in place to support this.
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Cashflow Manager - Ability to show Contact group
Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.
5 votesH Emma, thanks 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! Cheers
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Repeating Invoices - Ability to bulk update repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
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Contact - Add Receipt Template option
Receipt Template options added to Customers Profile
To speed up sending receipts that may require different Receipt Theme Templates, reducing number of clicks etc.
By adding Receipt Theme Template option to customers profile (link we can do with Invoices) so when you click send receipt the selected Theme is already allotted to that customer.
1 voteThanks you for adding this idea Frank, its appreciated you explaining that being able to add a template for receipts as well as invoices is something you would like to see in the contact file. This idea is now open to votes and comments and you can share this with your friends and colleagues so we can get a gauge of community support. We will update the idea here if there are any changes.
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Invoicing - Invoice status for An invoice that is still an order
Hi all,
I would like to float the idea of including an 'Order' button/tick box on the invoices.
The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..
This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on…
3 votesHi Matthew, thanks 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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Invoices - Add a warning or lock when invoice is already being worked on by another user.
When two users open the same invoice draft on different devices and make changes simultaneously, only the changes made by the last person to save and close the invoice are retained, resulting in earlier changes being overwritten.
It would be very helpful if Xero could restrict invoice drafts to be opened by only one user at a time, or provide a warning/lock to prevent simultaneous editing and accidental data loss.
8 votesHi Malki! Thanks 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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Import Xero Blue invoice details back to Xero Green financial tab
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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.
16 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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Quote - "Copy to draft quote" to copy ALL details
"Copy to draft quote" to copy ALL details from the invoice.
Currently, when a new quote is created from and invoice using "Copy to draft quote", not all details are copied form the invoice.
For example, the currency is not copied from the invoice but from the customer's default currency (which may be different than the invoice's); I am not aware whether other parts of the invoice are not brought over to the quote.I contacted support who confirmed that this is a feature - it is actually done on purpose.
I think this is in fact a bug and…
4 votesThanks for sharing your feedback on this. We understand why it would be helpful to have complete confidence that all details carry over when copying an invoice to a draft quote. At this stage, we’re going to move this idea to Gaining support so we can continue tracking interest and better understand how many customers this impacts and the specific details they expect to be copied across. While we can’t commit to any changes right now, your feedback is valuable and helps inform how we assess possible improvements in this area 🙂
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Inventory - Add Sales and Purchase columns to main inventory list
On the Products and services form/screen, have the ability to show and filter the Purchase and Sell tick boxs.
Then I can see products are only available on Sales or Purchase Orders or both!2 votesHi Roy, thanks for sharing this idea. We can see how having more flexibility in the Products and Services list view, including the ability to customise or add columns, could make it easier to review item details at a glance.
At the moment, additional item information can be accessed by opening individual records or exporting the list to CSV for review in a spreadsheet.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific fields or columns you'd find most useful, we'd love to hear more about them.
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Invoice templates - Ability to change position of Attention to
In new invoicing, please allow the option to shift where certain lines display. For example, the "attention" line is now above the business or contact name. While it's crucial to include "attention", we need the choice of where that line appears.
Also, we need the ability to change font sizes. From a design perspective, the balance of amount due and due date do not align with the other invoice elements, including the title "Invoice". We would like flexibility to adjust these items to reflect a more tasteful invoice design that aligns with our brand.
Thank you for your consideration.
1 voteHi Kristin, appreciate your feedback here. We have an existing idea around the ability to change the font size that I've just added you as a voter to so you'll be kept in the loop of any news.
I've slightly amended the title of your idea here so we can get a wider sense of interest in being able to change the position of the Attention to detail. We'll let you know here if there are any plans made around this.
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