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4 votes
Thanks for raising this, Kirk. We understand that having more control over invoice layouts can help keep customer-facing documents looking clean and professional.
The suggestion is to add margin and spacing controls to Standard invoice templates, making it easier to adjust the layout to align the logo with address and company information.
For now, Advanced DOCX templates can be used when you need more flexibility over formatting. We’ve moved this idea along to continue tracking interest.
TENG CHRISTOPHER
supported this idea
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13 votes
Hi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
TENG CHRISTOPHER
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128 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
TENG CHRISTOPHER
supported this idea
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7 votes
Thanks for your feedback here, Adrian. We can see how being able to assign chart of accounts codes in the Hubdoc app could make capturing bills and receipts on the go more efficient, especially for those working primarily from mobile.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams as they review improvements to the experience.
TENG CHRISTOPHER
supported this idea
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182 votes
Hi everyone, appreciate the continued interest and support this idea receives.
I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.
I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.
I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks
TENG CHRISTOPHER
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3 votes
Hi Mark, thanks for all the detail you've shared with our Xero Support team surrounding the invoice preview and drag & drop within invoices.
I see you've already voted for the idea around drag & drop within invoicing and if there are any updates for this we'll share with you there.
I'll also re-open your idea here so we can get a better sense of the wider interest in being able to copy & paste contents from the invoice preview. We'll make sure to let you know here if there's any progress.
TENG CHRISTOPHER
supported this idea
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8 votes
Hi Choonke thanks for raising this here. We understand the need for having Sales person's fields both on the invoice itself as well as the custom template. We have opened this idea up for the community so they can add their votes and comments on this idea. In the meantime, we'll monitor this space for more traction.
TENG CHRISTOPHER
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86 votesTENG CHRISTOPHER
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9 votes
Thanks for sharing this idea.
We’ve moved your idea to Gaining Support so other customers who need a lighter service-tracking workflow can find it and add their vote.
For now, there are a couple of workarounds depending on what you need. If you mainly want reusable service items, you can set these up as untracked inventory in Products & Services and use them to prefill invoice details for services you provide regularly. If you need to track time or tasks and invoice that work later, Xero Projects can already track time and expenses and create tasks and expenses invoices for uninvoiced work, although we appreciate this may feel more in-depth than the simple workflow you’re asking for.
Thanks again for taking the time to share how this could work better for your business 😊.
TENG CHRISTOPHER
supported this idea
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8 votes
Hi Rebecca, thanks for sharing your idea, and letting us know the changes that matter most for you. While there is no development plans yet, we will open this idea up for other users who may find this feature useful so that product team has more visibility. In the meantime, the best option is to continue using repeating invoices. Cheers
TENG CHRISTOPHER
supported this idea
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19 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. While this feature is not possible at the moment, you are able to use an advanced invoice template to show the quote name as Estimate. You can then switch between either one of the branding themes for when you want it to show as an estimate.
We’ve reviewed your idea and now it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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4 votes
Thanks for raising this Idea with us, we can see the value in having the New Invoice button in a position that is readily available from any part of the invoicing process. We have moved this to Gaining Support so we can track interest, now all you need to do is share with friends and colleagues and get them to vote and comment.
TENG CHRISTOPHER
supported this idea
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60 votes
Great to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
TENG CHRISTOPHER
supported this idea
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6 votes
Hi everyone, we hear the request for an in-page popup option to add payments, so you can apply payments to invoices without needing to scroll up/down the screen.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving the payment entry experience.
TENG CHRISTOPHER
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6 votesTENG CHRISTOPHER
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4 votes
Hi Stacy, thanks for sharing this idea and the illustration you've provided.
We can see why having the ability to partially assign billable expenses could be useful. The idea is to allow only part of a billable expense quantity or value to be applied to an invoice, making it easier to distribute costs across multiple invoices, customers, or projects without needing to manually track the remaining balance.
We've updated the status of this idea to Gaining Support. If this would be helpful for your workflow, please add your vote and share more detail about your use case.
TENG CHRISTOPHER
supported this idea
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14 votes
Hi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
TENG CHRISTOPHER
supported this idea
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8 votes
Thanks so much for sharing this idea 😊
We can see how useful it would be to have packing slips collated into a printable or electronic picking slip that totals the quantities needed for each item across a selected date range.
We’re going to move this idea to Gaining Support so we can continue to track interest and feedback from other customers who’d also like to see this in Xero.
Please feel free to share this idea with friends or colleagues and encourage them to vote or add a comment too, as that helps us understand whether this is something more people would like to see in Xero.
TENG CHRISTOPHER
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13 votes
Appreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
TENG CHRISTOPHER
supported this idea
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9 votes
Hi Catrina , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space for more traction in the meantime. Cheers
TENG CHRISTOPHER
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Currently, we are creating our delivery notes from the invoices, which is both time-consuming and costly. If Xero created a comprehensive delivery note template and we Xero's customer can amend it accordingly to their needs.