1018 results found
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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.
14 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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Stripe surcharge fee adjustment - Different fees For international and Domestic customers
It would be good if Xero allows for stripe surcharge fee adjustment for both domestic and international customers, not just domestic customers.
17 votesHi everyone, thanks for sharing your idea here.
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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Quotes - Save default Title and Summary for quotes
Would be great to be able to save a default, or even multiple templates, for the Quote TITLE and SUMMARY. We are currently retyping or copy+pasting common quote titles and descriptions for every single quote. Most of our quotes have the same title and a similar description, that could be built into a template or default text if you'd add that feature.
10 votesHey Dean thanks for bringing this Idea to us, we always appreciate our customers thoughts on how we can improve Xero! This Idea has been moved to Gaining Support so others can vote and comment on this. We also wanted to let you know that there is a work around for tis idea, you can create a draft quote with all the relevant details and use that as a base to 'copy to' to reduce the time spent filling out the same details. Don't forget to let you friends and colleagues know they can vote on this idea now 🙂.
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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.10 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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Search bar - Instant Search Focus for Faster Pasting / Typing
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.
How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the paste…
10 votesHi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
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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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Statements - Ability to include Credit note when making payment
New Statements with a pay now option are excellent. I feel it would be helpful for the customer to be able to select a credit note to pay to avoid overpayments.
Ie: customer has $400 in credit from December and a January invoice for $200 - on the January statement the customer is still allowed to select to pay the $200 invoice and not take up the credit note.
15 votesGreat to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
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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…
7 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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Contact - Ability for contacts' note to display when new transactions created
In the contact card - it would be good to have a "pop up" box that you can put notes in that appear in every field when you try to invoice a client or have a payment to make for a bill etc, that links to their contact card, as an alert for what you want the box to read. Super helpful for certain contacts only -but having this ability would be great
5 votesHi Shirley, thanks for bringing this idea to the community. We can see how having contact notes surface automatically when creating a new invoice or bill could help reduce missed details during data entry.
At the moment, contact notes are stored within the contact record and can be viewed from the contact profile rather than appearing as a pop-up during transaction creation.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular types of alerts or workflows where this would be most helpful, we'd love to hear more about them.
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Organisation Settings - Option to add Legal Terms of Trade
Xero urgently needs native Terms of Trade support.
Right now, the only option is attaching multi-page T&Cs to invoices — this is clunky, unprofessional, and not how modern businesses operate. REF:Advanced Invoice Template (DOCX)We need:
A short-form legal clause on invoices and quotes
A clickable link to full Terms of Trade
A single, centralised setup in organisation settingsInvoices should be clean and readable, not overloaded with pages of legal text just to remain enforceable.
This is a basic business requirement, not a workaround:Improves professionalism
Reduces friction with customers
Supports legal enforceability
Aligns quotes, invoices, and onboardingXero…
6 votesHi, 💥Thanks for sharing this idea and for explaining the need so clearly. We’ve moved this idea to Gaining Support while we continue to learn more about how customers would like this to work in Xero.
We understand the request is for a simpler, more professional way to include legal Terms of Trade on invoices and quotes, such as a short legal clause, a link to full terms, and a central place to manage this in organisation settings, without needing to attach extra pages to each document.
If this would be valuable for your business, please keep voting and add a comment with more detail about your use case.
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Invoices - Add separate description / work carried out box
Please add a description box so that we can add additional information about the reason for the invoice. Being a garage we have to add description of car repairs carried out in the item line. Even if we could go right along the page with the text it would help a lot. At the moment invoices look messy and take up a lot of the page.
attached sample layout would be perfect...13 votesHi Lorraine, thanks for raising this idea. We understand having a separate description to describe a summary of work carried out would be a useful field to have. We'll open this idea up to the community to gain more support. 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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New credit notes - Ability to edit and choose application amount when creating from invoice
The existing CN is being phased out in favour of a new-format CN (now in 2026). It is less user friendly than the old one; there are 2 options to create them as follows.
Using Create & Apply Credit from an invoice automatically applies the full amount without giving you a chance to edit first, requiring you to then un-allocate, edit, and re-allocate.
Creating a blank credit note from the Sales Overview means manually copying line items from the invoice, which is cumbersome with room for manual errors..
I'd like to create a CN off an invoice, and edit it…
8 votesAppreciate your feedback on the new credit notes experience here, Zoltan. Can see how this would be useful when you need to make a few changes to the credit note that's related to a specific invoice.
While we don't have immediate changes for this planned we'll start tracking the interest here and can keep yu updated if there's anything in the works.
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History and Notes - Links to quotes from Invoice when copied over
Track or link quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal
7 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
In Classic Invoicing, there was a history and notes link between the quote and the invoice when the invoice was copied from the quote.
At the moment, that same history link isn’t available for quotes copied to invoices in the newer experience. We understand how helpful that audit trail is, especially when you need a clear record between the two transactions, so this is being moved to gaining support for the quote to invoice history workflow.
However, we are happy to say that this is still available in bills copied over from purchase orders , the link is still available above the history section
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Sales - Show profit on each invoice and quote
Show profit on each invoice and quote
14 votesThanks for sharing this idea about showing gross profit on invoices and quotes.
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 - Allow Credit Notes to be marked as "Sent" after they have been allocated
If a credit note has been applied to an invoice, Xero blocks us from marking the credit note as "sent".
Xero then shows this error message:
"Credit note wasn’t marked as sent.
Editing is not available for credit notes that have invoice allocations or cash refunds applied, so they cannot be marked as sent"According to support this is the intentional behaviour.
When a credit note has been allocated to an invoice or has a cash refund applied, you can only edit certain fields - specifically the Contact, Credit Note #, Reference, Description, Account and Tracking fields.
However, the "Sent"…
8 votesHi Josh, thanks for sharing this suggestion. We understand how Credit Notes not being able to be marked as “Sent” after allocation can create confusion when the document has already been issued.
Separating the “Sent” status from allocation or edit activity would help keep tracking clearer and more consistent with how the document is used.
We’ll continue monitoring interest and use cases shared here.
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Invoice Payments - Collect invoice Payments via Zelle
Allow invoices to be paid VIA Zelle. Some business bank accounts hook directly to zelle, they don't have any fees like stripe, etc. I prefer to get paid VIA Zelle so I can keep more of the money I earned.
8 votesHi Katrina, thanks for raising this with us! We appreciate you letting us know that you're keen to have your organization included in testing if this idea gains more support to move forward. I’ve opened this idea up to the rest of the community so other users can share how important this feature is for their businesses as well. We'll be sure to keep you posted on any updates!
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New Invoicing -Spell check on invoices
Spell check on sales invoices. I have multiple clients using Xero to raise their sales invoices and quotes, and spelling isn't their strong point. Having spell check enable within sales invoices and quotes will be extremely valuable for them.
22 votesThank you for your suggestion to add a spell check feature to Xero’s invoicing. We appreciate your feedback. As you know at this time, there isn’t a built-in spell check option available within Xero invoices. However, many users find that browser-based spell check tools or third-party extensions can help with proofreading invoice content.
We encourage you to continue sharing your ideas and feedback, as this helps us understand what features are most important to our community. For transparency there are no immediate plans for this feature, please know that your input is valued and will be considered as we continue to improve Xero.
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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.
22 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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Invoices - Add a voice-to-text AI assistant for writing descriptions
Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.
I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.
For example, a tradesperson could say:
“Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price…
5 votesHi Paul, thanks for sharing this idea. We understand the benefit of having a native voice-to-text AI assistant to help write invoice descriptions especially for users working on the go or across multiple client sites.
The idea is to allow users to dictate invoice line item descriptions using voice input, with text being automatically captured and inserted into the invoice fields to speed up billing and reduce manual typing.
We encourage the community to vote on this idea if you’d find this invoicing workflow improvement useful.
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Quotes - Edit inventory item from within a quote
I would like the ability to edit inventory item costs directly from the quote page, similar to the option available on the invoice page. I don't mean the price on the quote itself, I mean the cost in the inventory. This would save me a lot of time.
13 votesThanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
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