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1. Invoicing - Template invoice including an inventory item

   11 votes

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   5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

   On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

   As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill in.

   Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

   On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

   As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill… more

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   Caroline Cook commented  ·  15 October, 2025  ·  Edit…  ·  delete…

   It would be helpful to be able to have an invoice template with several lines such as
   Description
   Materials
   Labour/procurement
   Travel & parking
   Admin.

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2. NZ Tax - Donation Tax Receipt

   29 votes

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   submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Caroline Cook commented  ·  04 May, 2022  ·  Edit…  ·  delete…

   It would be much easier if we could issue charitable donation receipts directly from Xero for the year

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   Caroline Cook supported this idea  ·  04 May, 2022