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11 results found
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69 votes
Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.An error occurred while saving the comment An error occurred while saving the comment 
Nick Unwin
commented
Perhaps we should all start leaving a comment on every time the lack of this feature aggravates us.
For me, that's 3-4 times per business day as I have to email myself a quote to get the link, to send to a client. Infuriating.
We've started looking at Stripe and MYOB alternatives. Too many Xero missing features. They're spending all their resources trying to acquire new customers rather than support their exisiting.
An error occurred while saving the comment Nick Unwin
commented
@Timmy O'Mahony, agreed. Drives me mad. We're in the process of looking at Stripe for quoting and invoicing. What system did you move to?
Because even if Xero did implement this, right behind it needs to be "accept & pay" because this break between accepting a quote and then us having to convert to an invoice so the customer can pay is so clunky.
At the current rate, this should be ready by the time bitcoin is the only remaining global currency
An error occurred while saving the comment Nick Unwin
commented
please..... hurry..... up.... this..... is..... agonising.... having.... to.... email...... myself..... 5 to 6.... times.... per.... day....
An error occurred while saving the comment Nick Unwin
commented
Any risk of hearing from Xero about this? Or chance of a simple 'copy link' button being implemented?
3-4 times a day this frustrates me. Xero is not great for business who quote jobs often.
An error occurred while saving the comment Nick Unwin
commented
Surely using SAME user experience the invoices ALREADY have, Share Invoice, can't take YEARS to implement to the quote system.
Pestering accounts to swap to MYOB or Quickbooks as this is a daily drag for the sales team.
An error occurred while saving the comment Nick Unwin
commented
2015 to 2023 and still wait to include the same functionality invoices have...
This is a frustration every single day for us.
An error occurred while saving the comment Nick Unwin
commented
any update!?
Save > Send to myself > Copy link > delete email.... seems idiotic when Share > Get Link ALREADY exists on invoices
An error occurred while saving the comment Nick Unwin
commented
perplexed how this is a thing on invoices but not quotes??
An error occurred while saving the comment Nick Unwin
commented
This functionality already exists for invoices. Why not quotes?
An error occurred while saving the comment Nick Unwin
commented
same... and it sucks.
click send > delete customer email > type mine > Send > get email and copy link to my actual email
Should be exactly the same as invoices. Share > Copy link
Nick Unwin
supported this idea
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An error occurred while saving the comment Nick Unwin
commented
100% - Share a link to a quote with the ability for client to accept (turns quote to invoice) then pay via CC instantly.
We use Stripe to do this now.
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26 votes
An error occurred while saving the comment Nick Unwin
commented
We COULD very easily send a quote link > customer accepts online AND can pay at the same time. Xero auto raises the invoice and emails us saying XYZ has accepted, and paid - SUCH A TIME SAVER.
Rather than us getting an email saying the quote has been accepted, with no reference to WHO accepted it, no link to the quote, doesn't let customer pay, requires us to go in and manually convert to an invoice and then send them another link and hope they pay in a reasonable timeframe.
Adds days. Clunky as.
Nick Unwin
supported this idea
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46 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment Nick Unwin
commented
yet to make it 24hrs using "new invoicing" due to the lack of this feature.
An error occurred while saving the comment Nick Unwin
commented
FIX THIS - @Xero @Kelly Munro, this new invoicing is NOT new if it's missing basic features.
Realising now how frustrating it is because every 24hrs I have to flick back to classic to complete a simple task.
Once you force us to use your worse version, we're all going to become even more frustrated with Xero. Already am frustrated with cost vs how little you listen to exisiting users. Focusing all your energy on attracting new clients via marketing campaigns with huge start up discounts.
An error occurred while saving the comment Nick Unwin
commented
Required before classic is closed.
Cant use the "new" until this is fixed.
Nick Unwin
supported this idea
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An error occurred while saving the comment Nick Unwin
commented
Yes, agreed @Lauren Harvey - it needs to be implemented to the 'New Invoicing' before the compulsory switch.
We still have to use the old because of this feature.
An error occurred while saving the comment Nick Unwin
commented
what!!?? Why would this not be a feature in the new invoicing. We use this for every invoice required COGS... so like EVERY invoice.
We've had to switch back to classic as new is unusable until this existing feature is implemented to the new invoicing.
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350 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Nick Unwin
commented
+1 we rarely send invoices from xero. Instead share the link in the email trail
Vote +1 to keep Classic Invoicing
Nick Unwin
supported this idea
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Nick Unwin
commented
New Invoicing > Copy to Bill
Quotes > Copy Share Link
Add them to the list
Nick Unwin
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
423 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Nick Unwin
supported this idea
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10 votes
An error occurred while saving the comment Nick Unwin
commented
This would be great... currently no idea who accepted the quote. Could be one of our internal team for all we know.
Nick Unwin
supported this idea
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44 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
An error occurred while saving the comment Nick Unwin
commented
only way is to send the quote link in your own email.
Easily getting the quote link is another story though! Nightmare to email yourself and copy paste into another email to the client.
An error occurred while saving the comment Nick Unwin
commented
It'd be easier if quotes just had a "Share" button like invoices do so you can copy into an email.
Nick Unwin
supported this idea
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21 votes
An error occurred while saving the comment Nick Unwin
commented
yes!! a line total PRE discount code.
or allow us to discount the invoice total
Nick Unwin
supported this idea
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330 votesNick Unwin
supported this idea
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24 votes
An error occurred while saving the comment Nick Unwin
commented
TWO customers have asked for exactly this "how to I pay for this quote"
@Haydeb, what was you old accounting software? Lack of this feature holds up business cash flow to much
An error occurred while saving the comment Nick Unwin
commented
YES! and add ability to 'Approve & Pay'
Nick Unwin
supported this idea
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4 to 10 times a daily I say "bloody xero" when I have to email myself to get a share link.
we've wasted more time than the developers would take to add a simply "copy link" to quotes.
PLEASE PLEAS PLEASE FIX THIS XERO