1065 results found
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New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)
New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.
In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.
Please revert to the old system where printing or downloading took the same number of clicks
or
- Change the current Print PDF button to read "Download PDF"
- Add a new "Print PDF" Button that actually prints the invoice.
354 votesThanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
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New Invoicing - New Invoice button
When creating a number of invoices the new invoice link is hard to find. Instead of a text link have a button for new invoice in the header on the invoicing page
2 votesThanks for raising this Idea with us, we can see the value in having the New Invoice button in a position that is readily available from any part of the invoicing process. We have moved this to Gaining Support so we can track interest, now all you need to do is share with friends and colleagues and get them to vote and comment.
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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.
4 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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Sales overview page - Option to show Invoices as Tax Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the…
12 votesThanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. 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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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.
52 votes -
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…
3 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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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?
4 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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Quotes - New field for Repeating Fees
With so many forecasting app using Xero Invoices & Quotes, we would like to see Quotes get an upgrade. Specifically add fields to show the billing frequency for that line.
This would allow us to build our dymanic quotes in Xero, showing one time fees and monthly recurring ones. Hopefully this could also then auto-create the correct invoice types when accepted. So One-time lines are grouped into one regular invoice and all monthly lines are grouped onto a monthly repeating template.
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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Sales - Restore deleted invoice
I would like the ability to restore voided / deleted invoices and bills. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.
2 votesThanks again for creating separate ideas for Bills and Invoices, Jenn.
This isn't in our pipeline, but we'll get a better sense of the wider interest for this from the community here.
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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.
13 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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Invoicing | Tracking - don't override with contact default when copying invoice
Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.
New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.
Classic invoicing did not have this…
32 votes -
Packing Slip - Add more detail of items
As small market gardeners we currently utilize the invoice and packing slip within Xero which works and works for us well. My suggestion idea is to take the packing slips which identify how many of what items required and collate those into a printable or electronic report (picking slip) which provides a total no. of each of the items within the packing slips over a specified date range. look forward to feedback
2 votesThanks so much for sharing this idea 😊
We can see how useful it would be to have packing slips collated into a printable or electronic picking slip that totals the quantities needed for each item across a selected date range.
We’re going to move this idea to Gaining Support so we can continue to track interest and feedback from other customers who’d also like to see this in Xero.
Please feel free to share this idea with friends or colleagues and encourage them to vote or add a comment too, as that helps us understand whether this is something more people would like to see in Xero.
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User permissions - Read only access export all
read only is almost self defining - unfortunately read only users are not able to export (some) tables. The rational is that they are bundled with import. Can read only users have the right to export data.
1 voteThanks for sharing your idea with us 😊
Your idea has now been moved to Gaining Support so other members of the Xero community can vote on it and add comments to share how this change could improve their experience too.
Community feedback helps us understand what matters most to our customers and partners, and we’ll continue to monitor the support for this idea.
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New invoicing: Remove / turn off online payments option
I would like the option to remove the 'set up online payments' box whenever I create a new invoice. For companies like ours who are never going to use this function, it's irrelevant and takes up unnecessary space (we use invoice finance and our clients don't pay us directly). Could there be a toggle button in the settings to be able to switch this off?
59 votesHi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
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New invoicing - Use '.' as separators in the date field
New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.
Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date
31 votesUnderstand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
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Add send by SMS option to the mobile app and move the send by SMS option to the top of the page on desktop
Allow the send invoice by SMS option to be available in the mobile app. Moving the option of sending an invoice by SMS to the top of the page instead of at the bottom would be much better too. Most businesses will have templates set up, so this is why it would be easier to have the option at the top of the page.
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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Smarter search box/function using fuzzy search
When using the search function, searching either an invoice or purchases or anything, the search tool is not very smart and too defined making even a space as a defining character. For example If you search for A B Consulting but you type AB Consulting, it won't show up.
It would be good if the search tool can be smarter and use the widely available and established fuzzy search and ignore these minor characters (space, period, commas, typos etc).
It would also be better if it is smart and able to give you results even if you have a typo.
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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xero invoices in xero as draft
Please make all XERO subscription/billing invocies in XERO as darft under the supplier XERO. It is silly that they are we emailed to the billing a holder and not automatically available within Xero itself.
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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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…
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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hide discount
Actually Hide the discount from the Customer on the invoice.
I DO NOT want the customer to know his discount, so if I select 'hide' discount it should not be displayed on invoice, or you should clearly say 'not hide'
XERO Just does weird stuff constantly that makes no sense.
1 voteThanks 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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