Settings and activity
17 results found
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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
557 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
An error occurred while saving the comment 
Stu Dawson
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182 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Stu Dawson
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43 votes
Hi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.
We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.
- NZ GST - Export customised return
- NZ GST - Compact export (landscape v portrait)
- NZ GST - Move File with IR to top of page
- NZ GST - Styling PDF export
I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.
An error occurred while saving the comment Stu Dawson
commented
Yes also need the payment due date displayed again, not sure why taken out.
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58 votesStu Dawson
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226 votes
Hi everyone, we'd like to share an update with you all.
We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.
We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.
We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.
Stu Dawson
supported this idea
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113 votes
An error occurred while saving the comment Stu Dawson
commented
Most definitely.
So annoying when I create a contact with all their details and go to save, and then tells me there is a duplicate and all the info I've typed in is lost.Sue
Stu Dawson
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26 votesStu Dawson
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188 votesStu Dawson
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512 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Stu Dawson
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8 votes
An error occurred while saving the comment Stu Dawson
commented
We are the same, often need to put a c/o name without an address.
Plus can you also put this back on the first page of contact details, would be better under the contact name, not under addresses.As per a previous comment, contacts was better all as one page, don't see the advantage of splitting this over various.
Sue
Stu Dawson
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174 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Stu Dawson
supported this idea
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55 votes
An error occurred while saving the comment Stu Dawson
commented
Creating Quotes from a Contact - not working as before.
Until the update was done recently to quotes, you were able to create a quote from the contact and the name would automatically appear in the quote.
Now when creating a quote from a contact, you have to retype the contacts name in again.
It still works ok in invoices etc.
Can you please look into changing this back.
Seems to be a few areas where added steps are now needed in quotes.Stu Dawson
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1,364 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Stu Dawson
commented
Being able to select email addresses when sending a quote or invoice, as these would normally go to different people of the same company.
Maybe having an accounts option in contacts for email address when sending invoices/statements.Stu Dawson
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10 votesStu Dawson
shared this idea
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91 votesStu Dawson
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734 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Stu Dawson
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739 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
This is now showing in quotes as well this week, why?
Was not an issue last week, was able to add an item from list without qty and unit price showing as zero.
This is confusing to our customers.
Not being made aware of this happening.
Can this please be changed back, this is not user friendly.
Regards
Sue