Invoices & quotes

1121 results found

1. Multicurrency - Support for zero-decimal currencies

   I would like to suggest adding functionality to better support zero-decimal currencies (such as JPY, KRW, IDR) within Xero. Currently, the system assumes two decimal places for most currencies, which can lead to rounding issues and inaccuracies for currencies that do not use decimals.

   Key points to consider:

   Currency Settings: Allow users to define certain currencies as zero-decimal so that calculations and display formats automatically adjust.
   Tax and Rounding Logic: Ensure compliance with local tax regulations by applying correct rounding rules for zero-decimal currencies.
   Reporting and API: Update reports and API outputs to handle zero-decimal currencies consistently, avoiding integration errors.

   This enhancement would greatly improve accuracy for businesses operating in regions where zero-decimal currencies are standard.
   Thank you for considering this request. Please let me know if further details are needed.

   Countries and Currencies Without Subdivisions (Zero-Decimal Currencies)
   In modern finance, these are often referred to as "Zero-decimal currencies". In these countries, the currency is not divided into smaller units like cents or pence for daily transactions, either due to historical design or low currency value.
   (This refers to zero-decimal currency as defined in the ISO 4217 standard.)

   1. Major Economies (Asia) Japan (JPY - Japanese Yen): While "Sen" (1/100) and "Rin" (1/1000) exist in legal history, they were removed from circulation in 1953. The Yen is treated as a whole unit. South Korea (KRW - South Korean Won): There are no fractional units used in daily life or banking; the "Jeon" (1/100) is obsolete. Vietnam (VND - Vietnamese D'ong): Due to its high face value, there are no smaller units. The smallest physical note in common use is 100 or 200 D'ong. Taiwan (TWD - New Taiwan Dollar): While "Jiao" (1/10) and "Fen" (1/100) technically exist in law, the smallest unit in circulation is 1 NTD.
   2. South America & Oceania Chile (CLP - Chilean Peso): Transactions are rounded to the nearest peso, and centavos are not used in practice. Paraguay (PYG - Paraguayan Guarani): Centimos were discontinued due to inflation. Vanuatu (VUV - Vanuatu Vatu): The Vatu has no subdivisions.
   3. Europe & Africa Iceland (ISK - Icelandic Króna): The "Eyrir" (1/100) was abolished in 2002. Hungary (HUF - Hungarian Forint): Small coins like 1 and 2 Forint were withdrawn, and no decimal units are used in standard pricing. Rwanda (RWF - Rwandan Franc): No fractional units are used. Djibouti (DJF - Djiboutian Franc): No subdivisions. Guinea (GNF - Guinean Franc): No subdivisions.

   Best Regards,
   Thank you.

   I would like to suggest adding functionality to better support zero-decimal currencies (such as JPY, KRW, IDR) within Xero. Currently, the system assumes two decimal places for most currencies, which can lead to rounding issues and inaccuracies for currencies that do not use decimals.

   Key points to consider:

   Currency Settings: Allow users to define certain currencies as zero-decimal so that calculations and display formats automatically adjust.
   Tax and Rounding Logic: Ensure compliance with local tax regulations by applying correct rounding rules for zero-decimal currencies.
   Reporting and API: Update reports and API outputs to handle zero-decimal currencies consistently, avoiding integration errors.

   … more

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   Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

   Thanks for sharing this idea about zero-decimal currencies might be improved in Xero.

   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 also benefit, so they can add their votes and comments about how this would help them, too.

2. Keep contact name/ email of copied invoice rather than from last invoice to that client

   I have clients with several different contacts and I would like to keep the specific contact from the invoice that I am copying. Instead it copies the contact from the last invoice to that client.

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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 🙂

3. Increase Transaction Limits (Invoice, Bills, Bank Line Items)

   The lowdown on transaction limits:

   1,000 sales invoices (based on 10 line items per invoice)
   1,000 purchase bills (based on 10 line items per bill)
   2,000 account transactions
   2,000 bank statement lines
   1,000 lines per statement

   Feature Request:
   Increase system transaction limits (invoices, bills, bank line items, etc.) for higher-volume users

   Description:
   As businesses scale and transaction volumes grow, Xero’s current handling limits (per document line items or per period) can become a constraint — especially for industries with complex billing (multiple lines, consolidations) and those migrating from systems with higher allowances (e.g., Zoho Books Enterprise plans). Increasing these limits would provide users with more flexibility and reduce the need for workarounds or multiple splits.

   Current Challenge: Many businesses reach a practical ceiling on:

   1. Number of line items per invoice
   2. Number of bills with high line counts
   3. Bank feed and reconciled line limits

   When limits are encountered, users are forced to:

   1. Split invoices into multiple documents
   2. Create additional manual adjustments
   3. Use external tools to generate and merge documents

   This adds cost, time, and complexity — and often pushes users toward alternative cloud accounting tools with higher limits by default (e.g., Zoho Books in higher tiers).

   Proposed Solution - Increase the system’s transaction limits, including:

   1. Maximum line items per invoice and bill
   2. Number of reconciled items per batch
   3. Bank feed import limits per session

   Benefits:

   a. Better support for high-volume, high-complexity organisations without workarounds
   b. Fewer support tickets related to “transaction too large”
   c. Keeps more scaling customers within the Xero ecosystem
   d. Reduces dependency on external document editors or custom tools

   Use Cases:

   a. Professional services with large detailed invoices (e.g., retainers + line-item breakdowns)
   b. Construction or manufacturing businesses with bills across multiple components
   c. Clients migrating from systems with fewer limits and higher active use
   d. Businesses consolidating multiple project invoices into a single billing document

   Optional Extended Justification (if considering still “Why this may matter?”)

   With the increasing adoption of cloud accounting across larger SMEs, transaction sizes have grown significantly. Systems like Zoho Books (which offer high or unlimited line items on higher tiers) are often chosen specifically because they handle large, consolidated documents with complex line structures. If Xero increases its transaction handling capacity, it would strengthen its position with scaling organisations that want to remain on the platform but have outgrown current thresholds.

   The lowdown on transaction limits:

   1,000 sales invoices (based on 10 line items per invoice)
   1,000 purchase bills (based on 10 line items per bill)
   2,000 account transactions
   2,000 bank statement lines
   1,000 lines per statement

   Feature Request:
   Increase system transaction limits (invoices, bills, bank line items, etc.) for higher-volume users

   Description:
   As businesses scale and transaction volumes grow, Xero’s current handling limits (per document line items or per period) can become a constraint — especially for industries with complex billing (multiple lines, consolidations) and those migrating from systems with higher allowances (e.g., Zoho Books Enterprise plans). Increasing these limits… more

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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 🙂

4. Custom templates - Add native integration between Xero and Zoho Invoice (FREE)

   Add native integration between Xero and Zoho Invoice (FREE): Custom templates

   "Many small and medium businesses use a combination of Xero for core accounting and Zoho Invoice (FREE) for invoicing, custom templates, client portal features, and payment links. A native Xero–Zoho Invoice integration would streamline workflows and eliminate duplication of effort."

   Current Challenge:

   1. Users must manually re-adjust invoices in Word if to customise Xero invoices offline.
   2. Requires much time and effort to export, build, import and test - until working.
   3. Word customisation is limited, and an integration to Zoho Invoice would be much easier.

   Proposed Solution:

   "Add a native connector so that invoices created in Zoho Invoice can automatically sync into Xero as draft or final invoices."

   1. Sync customers and contacts bidirectionally.
   2. Include payment status updates and reconciliation indicators in Xero.
   3. Sync credits, refunds, and adjustments.

   Benefits:

   a. Saves significant manual data entry.
   b. Reduces errors from dual system maintenance.
   c. Enables businesses to use best-in-class invoicing without leaving Xero as the central ledger.
   d. Improves real-time reporting and compliance.

   Use Cases:

   a. Businesses that prefer Zoho Invoice’s templating and customization but need Xero for accounting compliance.
   b. Service providers with complex branding or multi-language invoice requirements.
   c. Teams using Zoho CRM linked to Zoho Invoice but require consolidated financials in Xero.

   Add native integration between Xero and Zoho Invoice (FREE): Custom templates

   "Many small and medium businesses use a combination of Xero for core accounting and Zoho Invoice (FREE) for invoicing, custom templates, client portal features, and payment links. A native Xero–Zoho Invoice integration would streamline workflows and eliminate duplication of effort."

   Current Challenge:

   1. Users must manually re-adjust invoices in Word if to customise Xero invoices offline.
   2. Requires much time and effort to export, build, import and test - until working.
   3. Word customisation is limited, and an integration to Zoho Invoice would be much easier.

   Proposed Solution:

   "Add a native connector… more

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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 🙂

5. Package prices - subtotal costs vs itemised pricing

   I wanted to share some feedback regarding the invoice templates. Currently, invoices always display individual item prices, which makes it difficult for businesses like ours that offer package or bundled services. It would be very helpful to have an option to show only the overall package price or total cost, without displaying each item individually.

   This feature would improve clarity for our clients and streamline the invoicing process for businesses that work with bundled pricing.

   Thank you for considering this suggestion!

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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 🙂

6. Invoicing - Internal Cost Tracking Link for Bills to Customers

   Ability to link a bill/expense to a customers invoice but not have it itemise. So you can track cost of goods per job especially for small businesses only utilizing invoicing and not having to do projects

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

   Hi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.

   Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.

   Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?

7. Invoices - Make invoice links available from invoice list

   Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.

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   Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

   Hi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.

   
   

   Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!

8. Recording on invoices if CIS statement has been received

   On invoices with CIS deductions can we have a button or something to indicate if a CIS statement has been received for the deduction and then a report for which invoices haven’t received a CIS statement so easier to see who needs chasing rather than keeping a separate spreadsheet elsewhere of received CIS statements.

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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. 🙂

9. History & Notes - Xero Mail - Log of mail sent via Xero Have a log or register of all emails sent with detail of contents

   History & Notes - Xero Mail - Log of mail sent via Xero

   Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.

   Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.

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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. An alert than when you are saving a NEW customer / contact if no email address has been entered

    We had a NEW customer that was added with no email address. This meant than when the invoice reminder email was meant to be sent the email didn't go. The system should alert you this field is empty as a lot of Xero communication is done through email.

    The only way I noticed this was in the Sales > Invoices > Awaiting Payment list there was a small 'Email missing' message.

    Would be better if this was in red letters to draw attention as there is currently no manual way to re-send the email that didn't go. (I have made a separate comment on that issue).

    We had a NEW customer that was added with no email address. This meant than when the invoice reminder email was meant to be sent the email didn't go. The system should alert you this field is empty as a lot of Xero communication is done through email.

    The only way I noticed this was in the Sales > Invoices > Awaiting Payment list there was a small 'Email missing' message.

    Would be better if this was in red letters to draw attention as there is currently no manual way to re-send the email that didn't go. (I have made… 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. 🙂

11. Customer Group–Based Pricing with POS Integration

    Introduce a more advanced customer group + pricing group system, where pricing rules are automatically applied based on the customer type and synced across integrated POS/sales platforms.

    Current challenge:
    Many businesses (like distributors, and hospitality suppliers ) manage multiple pricing tiers:
    - Retail customers
    
    - Wholesale clients
    
    - Online

    At the moment, Xero allows basic customer grouping, but lacks the ability to:
    - Apply dynamic pricing rules per customer group
    - Maintain consistent pricing across POS and invoicing systems
    - Avoid manual overrides and external spreadsheets

    Proposed solution:
    - Assign customers to groups (e.g. Retail, Wholesale, Trade)
    - Link each group to a pricing structure, such as:
    - % discounts
    
    - Fixed price lists
    
    - Volume or case-based pricing
    
    - Sync these pricing rules with integrated platforms such as Lightspeed Retail or Shopify

    Benefits:
    - Consistent pricing across all sales channels
    
    - Reduced manual work and pricing errors
    
    - Better margin control
    
    - Stronger support for businesses operating hybrid retail/wholesale models

    Use case example:
    A product can automatically have:
    - Retail price for walk-in customers
    
    - Discounted price for wholesale accounts
    
    - Specific pricing for B2B clients

    All without manual intervention.

    I believe this would be a valuable addition for many growing businesses using Xero as their core system.

    Thanks for considering!

    Introduce a more advanced customer group + pricing group system, where pricing rules are automatically applied based on the customer type and synced across integrated POS/sales platforms.

    Current challenge:
    Many businesses (like distributors, and hospitality suppliers ) manage multiple pricing tiers:
    - Retail customers
    
    - Wholesale clients
    
    - Online

    At the moment, Xero allows basic customer grouping, but lacks the ability to:
    - Apply dynamic pricing rules per customer group
    - Maintain consistent pricing across POS and invoicing systems
    - Avoid manual overrides and external spreadsheets

    Proposed solution:
    - Assign customers to groups (e.g. Retail, Wholesale, Trade)
    - Link each… 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. 🙂

12. Invoice Reminders - Option to change who reminders are sent to

    INVOICE REMINDER EMAIL ADDRESS SAVED PER INVOICE - Enable invoice reminder emails to be captured and stored on a per-invoice basis, rather than reverting to the main contact.

    For organisations with global customers, invoice recipients often vary by region, project, or business unit. In our organisation, a single customer can have multiple valid invoice contacts depending on the specific project.

    Currently, reminder emails default back to the primary contact, forcing users to manually re-enter or amend the email address each time. This is inefficient, error-prone, and very labour-intensive at scale.

    Allowing the reminder email address to be saved per invoice would enable accurate automation, reduce manual handling, and significantly improve invoicing workflows for complex, multi-region customers.

    INVOICE REMINDER EMAIL ADDRESS SAVED PER INVOICE - Enable invoice reminder emails to be captured and stored on a per-invoice basis, rather than reverting to the main contact.

    For organisations with global customers, invoice recipients often vary by region, project, or business unit. In our organisation, a single customer can have multiple valid invoice contacts depending on the specific project.

    Currently, reminder emails default back to the primary contact, forcing users to manually re-enter or amend the email address each time. This is inefficient, error-prone, and very labour-intensive at scale.

    Allowing the reminder email address to be saved per invoice… more

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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 🙂

13. Add ‘Clear All Quantities’ Option for Copied Invoices

    When copying an invoice, users can now edit the copied version, and all information from the original invoice automatically carries over. To make this process more efficient, it would be helpful to add a “Clear All” button for the quantity column. This would allow users to reset all quantities at once instead of having to manually change each line item to zero before entering new quantities.

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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. invoice / credit card details

    I need to receive payments from a credit card entering the information manually

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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. Sales Invoices - Awaiting Payment

    Sales Invoices - Awaiting Payment - show contact email as a column
    We import our data for invoicing and only the customer name/contact is in the file. When emailing out the invoices after import, we use the "Awaiting Payment" screen but unable to see if there any new customers so we have to review the "Statements" tab beforehand. This will save time and effiencies within our company.

    Perhaps, the screen columns we are all wanting could be added but with a X box so columns could be hidden if not needed, therefore collating a few thoughts at once ?

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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. Invoicing- packing slip that is customisable and available from draft invoice, not just from awaiting payment

    Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.

    It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.

    If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process than it actually is.

    Allowing packing slips to be printed before invoice approval would help the factory team work more efficiently while keeping order statuses accurate internally.

    Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.

    It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.

    If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process… more

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    0 comments  ·  Invoicing  ·  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. 🙂

17. move new invoice button where it's visible

    How hard would it be to move the one button that we all use the most to a place where it's the most visible? I get that countless hours have been spent on the new look, but this is a tool, and it needs to be practical before all else.

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    0 comments  ·  Invoicing  ·  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. 🙂

18. recharge

    You can copy an invoice over to a draft invoice, and you can copy a bill over to a draft bill, but you can't copy a bill over to a draft invoice. This would be really handy for recharges. E.g., Our company has been charged for a parking fine, we would be able to add it to xero as a bill, and then copy that bill over to an invoice to the correct correspondence for a recharge.

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    0 comments  ·  Invoicing  ·  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. 🙂

19. Invoicing - Approve, Email and View Next

    When invoicing, it would be useful to have an “Approve, Email, and View Next” button. This feature would streamline the process of reviewing and sending multiple invoices, especially when handling large batches.

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    0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for submitting your suggestion and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.

    To help gain traction, we encourage you to share this with any colleagues who might benefit so they can cast their votes. Additionally, other members can now leave comments to explain how this feature would improve their Xero experience.

20. New credit note does not show Customer Contact Account Numbers

    Your NEW credit note is no use to us as it does not show the client account number (not the bank the contact account number). If you are re-designing a layout at least keep the info you could previously see! Update before this is mandatory please

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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. 🙂