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  1. 51 votes

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    Donna Stuart supported this idea  · 
  2. 35 votes

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    Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

    Donna Stuart supported this idea  · 
  3. 157 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Donna Stuart supported this idea  · 
  4. 565 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Donna Stuart supported this idea  · 
  5. 137 votes

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    Donna Stuart supported this idea  · 
  6. 23 votes

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    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

    Donna Stuart supported this idea  · 
  7. 44 votes

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    Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks

    Donna Stuart supported this idea  · 
  8. 27 votes

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    Donna Stuart supported this idea  · 
  9. 396 votes

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    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

    Donna Stuart supported this idea  · 
  10. 397 votes

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    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

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    Donna Stuart commented  · 

    We have to detail every item on a lot of our sales invoices sometimes on a big job that can be 10-20 lines some customers demand to see the items used, which is correct by law, how am i supposed to do this now XERO? Absolutely ridiculous!!

    Donna Stuart supported this idea  · 
  11. 18 votes

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    Donna Stuart supported this idea  · 
  12. 8 votes

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    Hi team, while we don't have plans to increase the space directly within the Quote on Xero there are two ways you could go about adding larger terms to your Quotes. You could;

    1. Attach the (externally created) file with the full T&Cs to each quote as it is created, and then include it as an attachment
    2. Use an advanced invoice template for your invoices/quote etc - making the document the second page of the advanced template.
    Donna Stuart supported this idea  · 
  13. 84 votes

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    Donna Stuart supported this idea  · 
  14. 94 votes

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    Donna Stuart supported this idea  · 
  15. 1,069 votes

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    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…

    Donna Stuart supported this idea  · 
  16. 152 votes

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    Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

    Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

    Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

    When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…

    Donna Stuart supported this idea  · 
  17. 259 votes

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    Donna Stuart supported this idea  · 
  18. 722 votes

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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Donna Stuart supported this idea  · 
  19. 384 votes

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    Thanks 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…

    Donna Stuart supported this idea  · 
  20. 361 votes

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    Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
    By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

    We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

    Donna Stuart supported this idea  · 
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