1000 results found
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draft invoices and quotes to PDF with only draft access
Someone with draft only access to be able to save their invoices and quotes as PDF.
1 voteHi Hannah, appreciate your feedback - Can you share a bit more of your business needs here and why it would be useful to be able to give a user Draft only role with the ability to Print or download a PDF?
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Invoices - Show Viewed only when the customer open the email and invoice
Change the history of an invoice being "Sent" to "Viewed" ONLY when the recipient opens the invoice.
I believe it is currently set to change into "Viewed" if either the vendor or the recipient opens the online invoice. It would give us a better peace of mind knowing there's a somewhat reliable way of telling if an invoice is visible to the recipient instead of being filtered into their spam folder. When I open the online invoice it messes up the tracking.
2 votesThanks for sharing this idea and explaining the impact that opening an invoice yourself can have on the “Viewed” status and how important it is for you to have confidence that the status reflects whether your customer has accessed the invoice, particularly when you’re trying to confirm that it hasn’t been missed or filtered into spam.
This idea is currently open for other Xero users to vote and add comments will help us understand how broadly this would benefit the community and the different ways this behaviour affects businesses.
We appreciate you taking the time to explain your experience and provide this feedback 🙂
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Invoices with deposit - mark as sent to allow reminders to go out
The long awaited for deposit/part payment option on invoices is finally here however when you send these invoices, the system will not record them as "sent" which means reminders do not go out. Once the deposit is paid, if you resend the invoice, it still does not show as sent and no reminders go out. You have to remember to go back in to every invoice and manually tick the sent box at the top. Please can we have a system which allows reminders to be sent on invoices that were sent asking for a deposit.
2 votesThanks for highlighting this improvement, Kirsty. Having invoices with deposits automatically marked as Sent to trigger payment reminders could reduce the need for manual work.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Sales list | Xero Network bulk send - Include PDF attachments
I would like to suggest an improvement to the Xero Network bulk invoice sending functionality.
Currently, when invoices are sent individually via Xero Network from the individual invoice screen, the invoice PDF can be transferred to the receiving organisation and appears under Related Files on the resulting draft bill.
However, when multiple invoices are selected from Sales → Invoices → Awaiting Payment and sent via Xero Network, the PDF is not attached to the resulting draft bill under Related Files. Instead, the PDF is treated as an email attachment/delivery.
I understand that a similar Product Idea has already been completed…
1 voteThanks for sharing here, Dean and appreciate you defining the difference in what you're after from what's available at an individual invoice level.
We'll start to gain wider interest from others in this here. While we don't have any immediate plans for developing this capability into the send flow at the list level it's something the teams can consider ass they plan future improvements in this space.
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Invoicing | Receipts - Option to hide contact name on standard payment receipt templates
Sending invoices from WFM and receipting the payments in Xero - the standard receipt template in Xero needs an option to show just the billing address name without the contact name appearing as well. At the moment the standard receipt template in Xero can’t be changed, it would be good to be able to have an option to hide the contact name while keeping the billing address name visible, especially when the billing name is different from the contact name. The only way to change what appears on receipts is by using a custom DOCX template but this won’t work…
3 votesThanks for raising this idea, Trina. Being able to hide the individual contact name on standard receipts could help in situation when it differs from the business being billed.
I’ve moved this post to Gaining Support so we can continue tracking interest. What other information on a receipt would you like to customise on standard template?
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Batch Payments - Remittance | Ability to print before downloading PDF
We process a large number of weekly payments in Xero,
and one of the biggest challenges we face is the time it takes to create and print batch payments.Currently, after selecting invoices from the Awaiting Payment tab and creating a new batch, we move to the Transaction: Batch Payment screen. At this point, the only option available is to generate a Batch PDF and then print it manually.
Because we handle anywhere from 25 to 55 batches each week, this “PDF first, then print” workflow is very time-consuming.
What I’d really like to know is whether there’s a way…
9 votesHi Leslie, thanks for sharing your idea, and letting us know the changes that matter most for you. At the moment the only way to print the batch is after downloading it. However, we suggest going to the Paid tab and selecting the invoices checkbox and clicking on the Print option, this will combine all the invoices/bills. While this is a workaround, we are opening this idea up to the community to gain more support. If you need further assistance with this, please reach out to our support team for a 1:1 with them.
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Prepayments - Ability to set a custom allocation date
Prepayment allocation doesn't work for us as the dates are incorrect.
We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.
Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.
I would request we have a further option to add a custom date of when the prepayment was actually allocated.
We have frequent…
1 voteAppreciate you raising this idea. We understand the request to set a custom date when allocating a prepayment to an invoice. This could make it easier to keep the allocation date aligned with when the funds are actually applied.
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 let us know how you’d like the allocation date to work.
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New Invoicing - Consolidated invoice process voiding the original invoices automatically
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.Statements won't work, with the copy or merge you…
14 votesHi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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Stop the annoying pop-ups when copying a previous invoice to draft invoice
Stop the annoying pop-ups when copying a previous invoice to draft invoice, there is no need for this as I am copying that specific invoice for that same customer and I know its been copied!!!!!
2 votesAppreciate your feedback here, team.
The pop ups are shown as a means to help highlight and confirm the actions that have been made, but we understand for some customers this may seem unnecessary.
We'll continue to get a sense of the wider interest of this idea here and I'll share if there are any updates.
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Invoices - Open "Add Payment" option in a separate popup window or overlay view
Invoicing Add Payment - can we please have the add payment option pop up in a separate box like it did before on the new invoicing. Now you have to scroll to the bottom of the page to enter details and add payment, but I have to scroll up to see my invoice number and reference and as I type, it scrolls back to the top.. like you're fighting with something that should be a 2 second job. Why does this need to be on the bottom and why did it change at all?
6 votesHi everyone, we hear the request for an in-page popup option to add payments, so you can apply payments to invoices without needing to scroll up/down the screen.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving the payment entry experience.
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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.
6 votesHi Rebecca, thanks for sharing your idea, and letting us know the changes that matter most for you. While there is no development plans yet, we will open this idea up for other users who may find this feature useful so that product team has more visibility. In the meantime, the best option is to continue using repeating invoices. Cheers
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Email templates - Statements placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
17 votesHi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
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DOCX - Allow Apple and Google Pay links
Current Limitation - Apple pay or Google pay options are available on the standard invoice template and it cannot be incorporated to advance invoice template. In the advance invoice template only credit/debit card options are available.
Suggestion - Incorporate all the payment options to the advance invoice template.
2 votesThank you for sharing your idea to make Apple Pay and Google Pay available when using an advanced invoice template. We understand how helpful it would be to offer customers convenient digital wallet payment options while retaining the flexibility of a customised invoice design. ⭐
We’ve reviewed your idea and moved it to the ‘Gaining Support’ status so other community members can vote and comment. Their feedback will help us understand how broadly this would improve the payment experience for businesses using advanced invoice templates.
If this would be useful for your business, please add your vote and share any additional details about how you’d like it to work.
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Invoice Reminder - Prevent invoice reminder when a matching bank statement line is detected in Xero
A related problem is the risk of customers receiving reminders despite payment having already reached the bank but not yet having completed Xero's reconciliation workflow.
Requested improvement:
If an incoming bank transaction is clearly matched to the invoice, payment reminders should at least be suspended pending reconciliation.2 votesThanks for sharing this suggestion, Daniel. We understand the request for payment reminders to recognise when a payment is already on its way, such as an unreconciled bank statement line. This could help avoid sending reminders when customers have already made a payment, but not yet applied to invoices.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your thoughts.
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Billable expenses - Select quantity to apply to invoice
Please could we have the option to add billable expenses to a customer invoice by quantity.
At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a…4 votesHi Stacy, thanks for sharing this idea and the illustration you've provided.
We can see why having the ability to partially assign billable expenses could be useful. The idea is to allow only part of a billable expense quantity or value to be applied to an invoice, making it easier to distribute costs across multiple invoices, customers, or projects without needing to manually track the remaining balance.
We've updated the status of this idea to Gaining Support. If this would be helpful for your workflow, please add your vote and share more detail about your use case.
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Invoice - Ability to print packing list while in Draft
Be able to print packing slips BEFORE approving the invoice. You are able to print "draft invoice" before approving so would be handy to be able to do packing slips too. We have to send customers PLs before they agree to taking the goods so we have to copy, paste, print & scan it to send to them.
5 votesAppreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.
This isn't something we have plans for atm, but will keep an eye on the support in this here.
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Repeat Invoice - Send and receive PDF attachments automatically via Xero Network
Xero Network - include PDF on invoices sent through Xero Network when those invoices are raised every month from repeating transactions and sent automatically
Currently, only the invoices raised manually have the PDF attached if raised manually, but not on the ones that are auto posted. Its time consuming to then have to download each one and then go to multiple companies to add it
2 votesThanks for highlighting this opportunity. We understand the request to have PDF attachments automatically follow an invoice when it's sent through the Xero Network. Having everything arrive together could make invoice processing simpler and reduce manual follow-up between businesses.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know what you'd expect to be included with the invoice.
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Invoices - Show the Contact Group within an invoice
Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.
1 voteHi, thanks for taking the time to raise this idea ✨ and for explaining how showing the Contact Group while Invoicing would be a benefit to your business
Other community members can now vote for this idea and add comments to share how this would help them. The level of support and feedback will help us gauge community interest and understand the impact across customers, which helps inform future improvements. We’ll continue to review the feedback, any post any updates here.
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Subscription Billing - Provide consolidated or grouped monthly invoicing for multi-organization owners
I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.
They all come to my same email address.
They are all for my separate different entities.
I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.
The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.
If they could be sent to me in…
4 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.
Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Invoice | Auto pay - control emails sent to customers
All my clients are on recurring invoices. Every month they get an "Invoice Due" email & then 5 hours later they get a Payment Receipt email. Why is Xero REMINDING my clients that they are paying me money? I have over 30+ expenses on autopay on my credit card. Not one company goes out of their way to reminder me that I am paying them money. But Xero not only tells my clients that they've paid me "another" $1,000 this month, but they tell my client TWICE. A lot of things are unsavory about life, but this feature, which we're…
3 votesHi Sal, appreciate you raising a case with our support team about my response and understand where I have misinterpreted your idea (apologies for this).
I'll re-open and have slightly adjusted the title of your idea so we can begin to get a sense of the interest in having more control of the emails that are sent for auto pay invoices and payments.
Being open, right now this isn't something we're looking to support with this being a regulatory obligation in some regions. However we can continue to track interest here and share if there are any changes planned around this flow.
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