1000 results found
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Invoice templates - Change format of ABN
Currently, when you toggle on ABN in the new invoice template, it removes all the spaces which is the incorrect formatting for an ABN. The only work around is to manually type in the ABN with the correct spacing in the ADDITIONAL BUSINESS INFO box.
The screenshot shows a manually added ABN at the top and the default Xero layout at the bottom.
It should be noted that in organisation settings, the ABN spacing is correctly displayed.
Please pull this through into the actual new invoice layout as well please.
4 votesAppreciate your feedback here, TJ. Our product team are paying close attention to feedback we're receiving on this new invoice template experience.
While we don't have direct plans for changing he ABN format at present, we'll keep an eye on the support for this, and share if there are any updates.
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Quotes - Ability to Schedule date and times quotes are sent
Schedule date and times quotes can be sent out.
4 votesThanks for sharing how you'd like to see the recent feature we've introduced in invoices expanded to quotes, Jonathan. Understand wanting more control and professionalism of transactions you're sending from Xero.
We'll be sure to share if there are plans made to implement this feature for quotes too.
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Invoice template - Ability to select how lines are displayed tax-inclusive/exclusive
Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.
The work-arounds are not easily achieved.
3 votesThanks for taking the time to suggest this. We understand the request to have invoice line totals displayed inclusive of GST when the invoice has been entered using tax-inclusive pricing.
This could make the invoice clearer for customers and better reflect the way the invoice was prepared.
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 this to work.
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Invoice template - Ability to copy / 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.
3 votesThanks for feeding back here, Juan. Appreciate where you're wanting to set up similar themes with slight differences this could be useful.
We'll start to gain a sense of interest in this capability through your idea here and I'll share if there are any updates.
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Easier to add customer [First Name] when quick adding in invoices or even at the email stage
Easier to add customer [First Name] when quick adding in invoices or even at the email stage.
When typing in a new customer on the invoice form, it doesn't have the option for [First Name], which once emailing the invoice in the templates requires typing it manually each time. Or have it in the quick edit dropdown.
2 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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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…
9 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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Xero ID - Could you add to the Export invoices and bills out of Xero a Xero ID column with the Xero ID so we can create a hyperlink easily
Xero ID – Could you add a Xero ID column to the “Export invoices and bills out of Xero” report, including the relevant Xero ID for each invoice/bill?
This would allow us to easily create hyperlinks in the Excel payment run backup, so our managers won’t need to log into Xero and manually search for each invoice/bill.
Thank you
2 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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Contacts | Invoicing - Display GoCardless direct debit mandate link on the contact details page
In the Xero Contact details page, it would be really useful if the GoCardless invite link was shown, at the moment we have to log into GoCardless separately and find the link to invite new customers. it would save time logging into separate sites.
3 votesHi Paul, thanks for sharing this idea. We can understand how having the GoCardless mandate link available directly from the contact record could make setting up and following up on direct debit arrangements easier.
I've updated the status to Gaining Support so we can continue tracking community interest.
It would also be helpful to hear how you'd like this to work. Sharing your preferred workflow will help give the team a clearer picture of what would be most useful.
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Invoice Templates - Ink saver layout option
We request that Xero creates an Ink Saver template within Xero.
We do not want to use a DocX template to achieve this as not all businesses use Microsoft.The new invoice template that Xero has launched uses excessive bold text and a thick black line at the base of each invoice. This drains a lot of ink from printer cartridges causing an unnecessary cost to business and the environment.
An Ink saver invoice template should be built into Xero as a base option or selectable option and that would be very popular for Xero customers who:
1. Don't want…3 votesAppreciate your feedback, Chris. We're listening to feedback we're receiving about the new Invoice template editor and I wanted to highlight this other idea for having more control over the formatting of the amount due and due date fields you've noted.
I've added your vote for that too so you'll be kept updated.
For your idea here it'd be good to understand wider interest in a preset format to reduce the amount of ink used. Thanks
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Branding Theme - Enable download of existing branding themes in DOCX format
Given that there are only 5 branding templates available, it would be useful if we could create a new DOCX template by downloading one of the existing branding themes and adapting that in Word.
This would avoid the need to manually create something similar to the existing themes by starting from scratch in DOCX, which is overly manual and inefficient.2 votesThanks for sharing this idea. Being able to download an existing branding theme as a DOCX is something you would like to see in Xero. For now, we'd like to get a sense of the support for this from the community. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too. 🙂
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Sales - Show profit on each invoice and quote
Show profit on each invoice and quote
15 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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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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Invoicing - Option to format contact names as 'Surname, First Name' on sales invoices
Can we have the ability to automatically have each sales invoice shown as surname first, followed by their first name. Instead of the manual task of having to go into their contact details and changing this manually. In our business (as I am sure many other businesses also do) we reference our customers by surname for their jobs.
4 votesWe appreciate you raising this idea, Julie. Having the ability to choose how customer names are displayed on invoice list could make it easier to meet different business, cultural, or regional naming preferences.
We've updated the status of this idea to Gaining Support while we continue monitoring community interest.
Currently, the name shown on an invoice reflects the contact name saved in Xero. If required, you can edit the contact name so it displays in your preferred order.
Your votes and feedback help us understand how valuable configurable name formatting could be.
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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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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.
29 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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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.
16 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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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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Invoices - Add Notes section column to Invoices Awaiting Payment screen
This would be useful for when you speak to a customer to request a payment date for overdue invoices, you could make a note of what they've said. At the moment there is only an option to select a date for when payment may happen.
4 votesThanks for raising this, Rhianydd. A Notes column on the Invoices Awaiting Payment screen could make it easier to keep payment follow-up details visible while working through outstanding invoices.
I’ve updated the status to Gaining Support so we can continue tracking interest. How would you like notes to work in this view, and what information would you want to capture?
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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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Dashboard - Add an outstanding quotes widget to the main dashboard
I want the option of a widget showing all outstanding quotes on the homepage. It is available on the Sales Overview page, but I want something similar on the homepage please
3 votesWe understand the request for a Quotes widget on the main Xero dashboard, similar to the existing information available in Sales Overview. A quick summary of outstanding quotes could make it easier to check the sales pipeline without opening another page.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you’d like the widget to work.
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