Settings and activity
79 results found
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9 votes
Anastasiia Dorodnaia
supported this idea
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140 votes
Hi everyone, we thoroughly appreciate all the feedback we've heard from our customers on their use of the Xero network and the importance this is for helping you move efficiently when using new invoicing. Where possible we highly encourage setting up and using eInvoicing as a solution which is wider reaching than just those businesses on Xero, and has more functionality.
In it's current state you can continue to send invoices using the Xero Network from the Awaiting payments list. That said, we've been listening closely and our product team are now considering development to incorporate sending invoices from Xero to Xero within new invoicing, as well as developing on this feature to enable attachments to be included when sending. We'll shift the idea to Under review for now and I'll share as there is more progression of this to update you on.
An error occurred while saving the comment An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi. We require Xero-to-Xero invoicing for intercompany transactions. The proposed e-invoicing solution is not suitable for us because some of our Xero companies are part of the same legal entity, such as trust funds. They are not separate entities, making it impossible to register them individually for e-invoicing.
While I understand that Xero may not want to develop the Xero-to-Xero function, why completely remove it from the new invoicing system? I agree with the previous comments that the new invoicing system is unattractive and malfunctioning. Personally, I am concerned about the upcoming retirement of the old version in September. It's disheartening to witness a once elegantly designed accounting software now comprised of unappealing and unnecessary modules.
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63 votes
Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
Anastasiia Dorodnaia
supported this idea
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350 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment Anastasiia Dorodnaia
commented
When will this be done by Xero, or will it not be done at all? It is under review since March 2024 - a year! The same question was asked in a different idea, and nothing has been done by Xero—unbelievable!
Anastasiia Dorodnaia
supported this idea
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773 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Could you please update us on whether Xero plans to have Xero-to-Xero sending available in New Invoicing, as it is in Classic? This is a very useful feature, which we use daily for intergroup invoices.
And no, e-Invoicing does not solve the problem, as some of our Xero companies are registered as one (with one business number) and are separated in Xero only for internal purposes. I pay you double the subscription for each of them and expect better value for the payment, especially as your software has become increasingly difficult to use.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
I absolutely agree that the new invoicing is a step backwards! I've just started to use it – never bothered to do it before – and I find the new invoicing ugly and clumsy. It seems obviously designed and created by someone who never used it :(
Additional issues include:
1. Too many clicks to email. It is better to have the "Email" button available first than "Add payment". We email every invoice, but only a few invoices require added payments manually. Most invoice payments are reconciled from the bank account. It is waste of our time and space on window.
2. Downloading PDFs: Why does it need to be opened in a browser first? I want to download it, not look at it.
3. Adding a contact when copying the invoice: Why is it not copying?
4. Attaching a file: Why do I have to save the invoice before attaching the file?
5. No Xero-to-Xero sending available.
6. No "Unicorn" fun available :(Please do not retire the "Old invoicing". It is very rude to do to Xero users.
Anastasiia Dorodnaia
supported this idea
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20 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Xero Team,
Any update on this idea? Could you please update us (your users) on what your plans are?An error occurred while saving the comment Anastasiia Dorodnaia
commented
We transfer refunds of GST between group entities—this function is not available to be logged to the GST Return through Xero lodged to IRD. For this reason, we manually lodge the GST return to IRD directly. In such cases, the GST returns do not show that they were lodged to IRD. It would be good to have an option to mark that the GST return was submitted to IRD, so there would be a clear view in Xero.
Anastasiia Dorodnaia
supported this idea
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367 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Team,
You are going to retire Classic Invoices soon. Could you please update us on when you plan to fix the issue with New Invoicing, which does not remember the settings? The GST/Subtotal (non-GST)/GST inclusive issue still hasn't been fixed!
Classic Invoicing presents the totals for the invoices as I've set it up, but the same invoice, when switched to New Invoicing, presents it differently! I raised this issue in August last year, and despite all your promises, you did nothing! If you want to force me to use this update, please at least do what you promised—fix the bugs!An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Xero Team,
Could you please advise why the new invoice does not follow the GST settings as represented? In Classic invoicing, I have set up the total for the invoice to show as follows:
Non-GST
GST
Total GST incl.However, when I switch the SAME invoice to New Invoicing mode, it only shows:
Total GST incl.
GSTCould you please advise why Xero does not remember my invoice preference settings in New Invoicing? Does this mean I have to set up my preferences for New Invoicing and spend additional time on this? Can it be fixed, please?
Anastasiia Dorodnaia
supported this idea
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2 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Xero team,
Could you, please comment what are you pleanning for the Invoice email/payment layout?Anastasiia Dorodnaia
shared this idea
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152 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
@John_hart Stagepay looks like an interesting solution. However, it appears to still be in development. Is it ready for use? Is it specific to the UK, or can it support different currencies and countries?
I’m currently in a position to find something suitable to cover Xero’s gaps in accepting partial payment.
Does anyone have suggestions for an app that integrates with Xero/Stripe and allows partial payments from customers?An error occurred while saving the comment Anastasiia Dorodnaia
commented
☹️ We’ve hit the Christmas season and offered customers coupons for discounts on their next purchase, but Xero does not allow discounts to be applied when paying through Stripe. Stripe has a coupons feature, but Xero does not. This is the modern world—this functionality should have been in place ages ago.
I’m just wondering how Xero itself is able to provide us with discounts on payments but does not allow us to do the same for our clients. Does their accounts team have "a special internal-use" version of Xero?Anastasiia Dorodnaia
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174 votesAnastasiia Dorodnaia
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164 votesAnastasiia Dorodnaia
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69 votesAnastasiia Dorodnaia
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2 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
I've received multiple calls from customers who were confused to see my bank account details on the invoice after clicking on the "Review and Pay" or "View your bill online" link in the Xero email. The invoice initially shows only the Stripe payment option, and to view my bank account details, customers have to click on "View Invoice Details." This setup is confusing and not straightforward for customers!
According to Xero support, it's impossible to change this view for customers:
"As these small changes were requested by many users to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."
I would like to know who these users are who requested to hide bank account details from customers. Or is this another instance of gaslighting from Xero?
I don’t understand why Xero would make these changes, which cause issues for my business. Customers have pointed out that it seems like we're encouraging payment by credit/debit card, which incurs a commission fee—a fee that’s not our intention but rather Xero's, as they receive the surcharge! Why should our business suffer negative customer feedback because of Xero's design decisions? And we pay subscription fees for this poor setup! Very disappointing!
Anastasiia Dorodnaia
supported this idea
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650 votes
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.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
This is concerning! What is Xero doing? Now even in "Classic Invoicing" you can't see the initial email where the invoice has been sent. This is critical information for communication with a difficult client, the audit process, and credit control!
What is the issue with Xero removing existing features for no apparent reason? What is wrong with the Xero development team? I can’t help but wonder if Xero has paid someone to remove existing functionality. How does Xero justify such outrageous spending?
PLEASE CHANGE IT BACK! WE NEED TO HAVE EMAIL INFORMATION! IT IS CRITICAL!
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Team,
On the invoice history notes, when I’ve emailed an invoice, it says, "Invoice marked as sent." It should clearly state that it was sent, not just marked as sent! This is confusing. Additionally, why does it still not show the email address where the invoice was sent?
When will this be fixed? This is very unprofessional. Who developed this feature? Xero should probably recheck the "professionals" they paid for such development!Anastasiia Dorodnaia
supported this idea
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120 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Yes, please. Why is there no ability to add the company logo to the report? Why can it only be done as a practice? A practice may generate a report once a year for the company, but a company could require multiple reports for multiple purposes throughout the year! It does not make sense why Xero does not allow adding the company's logo!
Anastasiia Dorodnaia
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7 votesAnastasiia Dorodnaia
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210 votes
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
Anastasiia Dorodnaia
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7 votesAnastasiia Dorodnaia
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15 votesAnastasiia Dorodnaia
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14 votesAnastasiia Dorodnaia
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Hi Xero Team,
Please update us on when the Xero-to-Xero connection will be introduced in New Invoicing. It has been under review since September last year!