1008 results found
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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…
7 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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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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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.
24 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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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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Invoicing - Send credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
10 votesThanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.
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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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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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.
23 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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Credit notes - Negative symbol to differentiate from invoice
Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.
7 votesAppreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
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Xero Accounting app - Quotes should have the share option
Like in xero mobile app in Invoice we Have option to share Invoice via other apps by getting its Link (Even we can send that link to clients with SMS)
Quote should have similar share option in app.
27 votesThanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
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Bills - Allow users to disable the new Bills split-screen layout
I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.
The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a…
7 votesHi team, there are two parts to unpack here:
- the new bills split screen, and
- the bill payments flow.
We’ve introduced a new bills quick view that lets users easily enter, scan, review, and take action on bills without leaving the list view. For some users, this completely replaces the older bills UI. The product team is monitoring this closely and may make quick view optional, so users can choose between quick view and opening the full bill. I’ll keep you updated here.
We’re continuing to support online bill payments and are encouraging setup because it can improve efficiency and simplify payments. There are no plans to remove online bills from the payments flow.
For users who prefer manual payments, they can still use the Record a payment tab or select a bill in the list and click Make payment above the list.
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Global discount in Quotes/Invoices.
It would be useful to have a button to apply a discount to all lines in a quote/invoice at once, instead of having to edit them one at a time. Alternately, a global discount line at the end which applies a discount to the whole quote/invoice.
3 votesHi Anthony, it's currently possible to set a discount % for Sales transactions within a contacts record. This default will be applied to both invoices and quotes you raise for that Contact - Does this suit your needs here?
I notice you also mention being able to set a discount for the total of the invoice - we have a separate idea that you may like to vote for across here.
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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.
15 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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Quotes - Ability to highlight or bold text in lines
Hi Xero Team!,
Small request....
Can you please add the option to highlight text or bold text in line items on the quotes page. We often have multiple people working on/adding to a quote, which is sometimes built over several weeks or even months. It would be great to be able flag another staff members attention to an item or a note left in the line item by highlighting or changing text to bold.5 votesAppreciate your suggestion, Claire. We can understand how being able to format text within quote line descriptions could make important information stand out and improve the overall presentation of your quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this formatting capability would improve your quoting workflow, add your vote and let us know how you'd like to use it.
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Invoicing - Use Customer's Default Tax Rates Regardless of Account Type
We have a customer that is billed for direct expenses incurred for travel to their site.
We code the sale to offset the expense, but the tax code doesn't use the default as set against the customer (zero rated income), instead, because we have selected an expense account, it uses the expense account tax rate (zero rated expense, or 20% VAT on expense).
Left as it is, it is in the wrong box on the VAT return (our external accountants have picked this up recently).
The only way to correct this at the moment is by using 'find and recode'…
8 votesHi everyone, thanks for taking the time to share this.
We understand you’re looking for customer tax settings to take priority over account defaults when creating invoice lines, so tax treatment is applied more consistently.
Having the right tax option as a default could help reduce manual checks and make invoicing easier when managing customers with different tax requirements.
We’ll continue to track feedback and interest from the community for this idea.
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clone
It would be great to be able to "clone" invoices based on the invoice templates. Use case: I may need Strip payment details for some customers but not for others, but the layout should match exactly without having to remove and add every time depending on customer, but driven mainly from the template.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoicing - Ability to copy & paste from invoice preview
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head in.
2 votesHi Mark, thanks for all the detail you've shared with our Xero Support team surrounding the invoice preview and drag & drop within invoices.
I see you've already voted for the idea around drag & drop within invoicing and if there are any updates for this we'll share with you there.
I'll also re-open your idea here so we can get a better sense of the wider interest in being able to copy & paste contents from the invoice preview. We'll make sure to let you know here if there's any progress.
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Quotes - Show as Estimate in addition to Quote
We would like the option to provide an "estimate" for our Customers, rather than a quote. In our industry, we don't know exactly what items will be required, until we have started the job. If we give our Customers a quote, they expect us to honour the price quoted. An estimate gives us more flexibilty with the specific items we need to order and charge for.
10 votesThanks for sharing your idea, and letting us know the changes that matter most for you. While this feature is not possible at the moment, you are able to use an advanced invoice template to show the quote name as Estimate. You can then switch between either one of the branding themes for when you want it to show as an estimate.
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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e-Invoicing : Support France legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
35 votesHi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.
At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.
The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.
We’ll post updates here as soon as there’s more to share.
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ability to revert back to legacy invoice template
I dislike the way we are forced to use the new invoicing template - I do not like the enlarged font showing invoice amount and due date right at the top of the invoice. Can we remove those elements? Or just let me go back to using the legacy template please.
3 votesHi 👋 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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