Skip to content
← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent

    84 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  45 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kika Jacobs supported this idea  · 

  2. Invoicing | View outstanding bills - Simpler process to access

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account. 

    The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed. 

    Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this.   It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here. 

    An error occurred while saving the comment
    Kika Jacobs commented  · 

    Far too time consuming and off putting for a new client who would just like to view their bills and pay in one go

    Kika Jacobs supported this idea  · 

  3. Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kika Jacobs commented  · 

    We require the report to show us paid invoices and not written off invoices

    Kika Jacobs supported this idea  · 

  4. Repeating Invoice - bulk update of amounts

    231 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    74 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Kika Jacobs supported this idea  · 

  5. Invoice - Add Preview option to Repeating invoices

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kika Jacobs commented  · 

    Repeating Invoice - Preview before sending would be good

    Kika Jacobs supported this idea  · 

  6. Reporting - Report that shows Repeating Invoices

    234 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  102 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kika Jacobs supported this idea  ·