Invoices & quotes

1121 results found

1. Invoicing - Add another Status under Paid | Paid Awaiting Pickup

   Please add a tab in the invoices category for "Paid Awaiting Pickup".

   Right now under invoices there is a tab for "All", "Draft", "Awaiting Approval", "Awaiting Payment", "Paid" and "Repeating". Our business often has invoiced paid but the customers have not picked up their products. When they come in we have to search to see if what they are picking up has been paid for. A tab for "PAID AWAITING PICKUP" would really help.

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   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi there, 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! We can keep monitoring this idea in the meantime to see if it gains more traction.

2. Bills - Lock the Attachment preview section when scrolling up and down invoice lines

   Attached preview window to stay in locked screen on the Left, with line items to be on the right on a scroll screen. Because if you add attachments to work from, the screen will be ready to view from the top left and if you have more than 20-line items inputted and you're working from the bottom. You can't see what the attachment is to work from. Look at pictures to see the mark up of issue. This issue is same as the bills. The bills attachment is on its on screen, but you can move it where you want to. But the line item screen stays in the way instead of moving right to allow space from the attachment screen to have room to view in the entire screen without covering the line item boxes behind.

   Attached preview window to stay in locked screen on the Left, with line items to be on the right on a scroll screen. Because if you add attachments to work from, the screen will be ready to view from the top left and if you have more than 20-line items inputted and you're working from the bottom. You can't see what the attachment is to work from. Look at pictures to see the mark up of issue. This issue is same as the bills. The bills attachment is on its on screen, but you can move it where you want… more

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   Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

   Thanks for sharing your idea, where you'd like to freeze the attachment preview side of the page, and keep it in view when you're scrolling up and down for entering larger bills.

   
   

   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 votes and comments about how this would be helpful for them, too!

3. One Stripe account for multiple Xero entities

   We currently have 3 different Xero accounts for different regional entities, but all payments need to flow through one Stripe account.

   At the moment you have to have an individual Stripe account for each Xero entity/account. It doesn't say this anywhere and when I tried to connect the account to a second Xero entity it began creating new Stripe accounts that I then had to delete.

   Being able to connect ONE Stripe account to all Xero accounts would be a huge help.

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   submitted  ·  System responded

   Thanks 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. 🙂

4. annual leave to be linked across from Service M8

   Please can we link staff Holiday/Annual leave to and from Service M8 to Xero. That way Xero matches the diary planning of Service M8 and automatically updates the staff Holiday Balance

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   submitted  ·  System responded

   Thanks 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. 🙂

5. Grouped (Folder style) line items in quotes with customer-visible totals only (optional visible breakdowns)

   Currently, Xero Quotes does not seem to provide a way to group related line items under a single heading while maintaining a clear and customer-friendly layout.

   In practice, many quotes are made up of multiple components (for example, materials, labour, and equipment), where each section includes several individual cost items. While this level of detail is important internally for pricing accuracy and cost tracking, displaying every line item to the customer can make quotes appear cluttered and harder to understand.

   Suggested improvement:

   Introduce a grouped or “folder-style” structure within quotes, allowing:

   • A main line item (e.g. “Materials – £1,000”) to act as a group header
   • Individual items (e.g. fibre, trays, tie wraps, junction boxes) to sit within that group
   • The group total to automatically calculate from the underlying items
   • Only the main group line to be visible to the customer by default
   • The option to show or hide the detailed breakdown for the customer when required
   • The detailed breakdown to remain visible internally for reporting and audit purposes
   • The ability for this structure (and visibility settings) to carry through to invoicing
   • Multiple groups to be used within the same quote

   Impact:

   • Cleaner, more professional quotes for customers
   • Retains detailed internal cost breakdowns without manual workarounds
   • Better aligns Xero Quotes with real-world quoting workflows

   Example:

   Materials – £1,000

   • Fibre £750
   • Trays £200
   • Tie wraps £15
   • Junction boxes £35

   Customer view: Materials – £1,000
   Internal view: full breakdown

   This functionality would significantly improve both the presentation and accuracy of quotes, while removing the need for current formatting workarounds.

   Currently, Xero Quotes does not seem to provide a way to group related line items under a single heading while maintaining a clear and customer-friendly layout.

   In practice, many quotes are made up of multiple components (for example, materials, labour, and equipment), where each section includes several individual cost items. While this level of detail is important internally for pricing accuracy and cost tracking, displaying every line item to the customer can make quotes appear cluttered and harder to understand.

   Suggested improvement:

   Introduce a grouped or “folder-style” structure within quotes, allowing:

   • A main line item (e.g. “Materials – £1,000”) to… more
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   submitted  ·  System responded

   Thanks 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. 🙂

6. Customer Statement - Total payments

   Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.

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   submitted  ·  10 comments  ·  Payment services  ·  delete…  ·  Admin →
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7. Put the Void button back on the Invoices page

   Where has the Void button gone from the invoices page? You now have to open up each invoice to void it and can't void more than one at a time. Please put the red Void button back....it only took up 4 letters on the screen, but gee it is healpful.

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   submitted  ·  System responded

   Thanks 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. 🙂

8. Payment Services - Ability to set Zip fee to be added on top of invoice amount

   Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.

   Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.

   In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip fees on top of the amount.

   Please chat with Stripe and Zip on that as it will be the only thing I need to offer this to my clients as a repayment option.

   See attached screenshot

   Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.

   Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.

   In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip… more

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, though we appreciate you raising this idea with us, we don't have any intentions of supporting surcharging of Zip fees to customers from Xero invoices - There are some BNPL providers that have "no-surcharge" as part of their clauses, Zip being one of these. You can read more on their payment terms on Stripes website.

9. Quotes - copy to purchase order

   End-to-end workflow: Quote → Invoice → Purchase Order → Bills

   I would like to see a more connected workflow in Xero that reflects how projects are actually delivered in practice.

   Currently, quotes can be converted to invoices, but there is no ability to move from a quote into a purchase order. This creates a disconnect between customer-facing and supplier-facing processes.

   A typical workflow for project-based businesses (e.g. construction, interiors, supply) is:

   Quote issued to client
   Quote accepted
   Invoice raised to client
   Purchase orders raised to suppliers based on the quote
   Supplier bills received
   Further invoices raised to client as required
   Payments tracked across both sides

   At the moment, this requires manual duplication between quotes and purchase orders, which is time-consuming and introduces risk of error.

   It would be highly valuable to:

   Create purchase orders directly from accepted quotes or invoices
   Link quotes, invoices, purchase orders, and bills within a single job or project
   Maintain a clear audit trail from sale through to cost and margin
   Support staged invoicing within the same workflow

   While Xero Projects provides cost tracking, it does not currently offer this end-to-end transactional flow.

   This functionality would significantly improve efficiency, reduce duplication, and provide better visibility of project profitability.

   End-to-end workflow: Quote → Invoice → Purchase Order → Bills

   I would like to see a more connected workflow in Xero that reflects how projects are actually delivered in practice.

   Currently, quotes can be converted to invoices, but there is no ability to move from a quote into a purchase order. This creates a disconnect between customer-facing and supplier-facing processes.

   A typical workflow for project-based businesses (e.g. construction, interiors, supply) is:

   Quote issued to client
   Quote accepted
   Invoice raised to client
   Purchase orders raised to suppliers based on the quote
   Supplier bills received
   Further invoices raised to client as required… more

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   submitted  ·  System responded

   Thanks 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. 🙂

10. Sales Invoices - Sales Overview Screen

    Please add a column that shows the Sales Representative name.

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Jadé, when you say sales representative can I just check how is this information currently being entered in Xero? For example have you set up a tracking category to track the sales representative, or would you be wanting this information from the user that created the invoice? Will be helpful when sharing your feedback with the team.

11. Invoice | Auto pay - control emails sent top 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 not able to turn off, is probably in my top 3 most unfathomable oddities about reality. Once a Client sets auto-pay it should be a SET & FORGET. Not a SET & REMIND ME TWO TIMES A MONTH. Feature request: Ability to turn off invoice reminders that are set to auto-pay & the subsequent ability to turn off payment receipts. For the love of god.

    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… more

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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.

12. Assigned billable expense to pass on invoice paid as support to customer when rembursing via Xero invoice.

    Allow billable expenses to automatically carry over attached supplier invoices/receipts from the original bill to the customer invoice.

    This would reduce duplication, save time, and minimise follow-ups by ensuring reimbursement invoices already include supporting documentation.

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    submitted  ·  System responded

    Thanks 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. 🙂

13. clients purchase number against sale invoices

    It will be nice if Xero can add clients purchase number like quoting to match with sale invoice generate from services

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    submitted  ·  System responded

    Thanks 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. 🙂

14. clients purchase number against sale invoices

    It will be nice if Xero can add clients purchase number like quoting to match with sale invoice generate from services

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    submitted  ·  System responded

    Thanks 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. 🙂

15. When attaching a document to a Quote

    When attaching paperwork from suppliers (eg: Quote, Delivery Docket or Invoice) to a Quote, Purchase Order or Bill, it would be good if this paperwork followed the Quote/Purchase Order through to the bill. As it is now when I create a Purchase Order and attach the Quote & Delivery Docket once the item is received, I then change it to a bill and when it’s a bill it has no attachments, this is where I have to re-attach the same paperwork. It would be great if everything that is attached to a job is all there when it’s changed to a bill, without having to scroll down and click on the P/O or Quote to find other attachments.

    When attaching paperwork from suppliers (eg: Quote, Delivery Docket or Invoice) to a Quote, Purchase Order or Bill, it would be good if this paperwork followed the Quote/Purchase Order through to the bill. As it is now when I create a Purchase Order and attach the Quote & Delivery Docket once the item is received, I then change it to a bill and when it’s a bill it has no attachments, this is where I have to re-attach the same paperwork. It would be great if everything that is attached to a job is all there when it’s changed to… more

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    submitted  ·  System responded

    Thanks 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. 🙂

16. Invoice | SMS - "Print pdf" button

    Most of our customers prefer receiving invoices via SMS. When trying to print the invoice via the SMS link, it generates a 2-3 page online version of the invoice. Can you implement a "Print pdf" option that would generate the same concise layout used when previewing the invoice in Xero? Thank you!

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to get this sort of insight, Kelly. Thanks for sharing. We'd like to get a sense of the wider interest for being able to print PDF from the SMS invoice message, please feel free to share with any colleagues or customers that you know would find this useful so they can vote on this too.

17. Invoice settings

    Is it possible to display the amount of GST, not the percentage of GST? We have a department who wants to see on the invoice .....
    Cost before GST, amount of GST-not percentage then total, all on the one line.

    Regards Brenda

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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 🙂

18. Ability to add Groups/Headers to invoices and quotes

    On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.

    What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.

    This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.

    I have used this feature in Zoho Invoice and its extremely useful. I have attached a image to show what I mean.

    On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.

    What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.

    This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.

    I have used… more

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    submitted  ·  System responded

    Thanks 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. 🙂

19. Search Quote by "City"

    There is multiple quotes that i want to search by "CITY", but it seems that it is not possible.

    Can someone guide me how to action this?

    -Frustrated Customer

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    submitted  ·  System responded

    Thanks 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. 🙂

20. Add return to draft bills button on approved draft bill screen

    Add a button to return to draft bills after you have approved a draft bill - at the moment you have to go back to bills overview and then click back into draft bills

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    0 comments  ·  Payment services  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂