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  1. 41 votes

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    Rachel Kirk supported this idea  · 
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    Rachel Kirk commented  · 

    This would be incredibly useful. Some clients insist on documents being attached and this causes a lot of extra work. It is also extremely important for internal document checks

  2. 41 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.

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    Rachel Kirk commented  · 

    This is an option which significantly speeds up inputting of invoices. Being able to type in the date, rather than picking, and then the +0, +14 etc field in the due date used to be so easy to use (and one of the reasons I preferred Xero over QBO!)

    Rachel Kirk supported this idea  · 
  3. 771 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. 

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    Rachel Kirk commented  · 

    PLEASE get this sorted, credit control for small businesses is vital and this is making life significantly more difficult for everyone.

    This issue is causing so many problems for a lot of my clients. Yes, when the invoice is initially sent it shows what email it has been sent to. If it is resent due to being late / reminder it now shows 2 statements - 1 that the invoice has been updated and 2 that the branding theme has been changed. Neither of these things actually happened, it was emailed to someone! It's really not good enough now all resources should be concentrated on getting invoicing sorted.

    Rachel Kirk supported this idea  · 
  4. 26 votes

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    Rachel Kirk supported this idea  · 
  5. 609 votes

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    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

    Rachel Kirk supported this idea  · 
  6. 526 votes

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    Hi 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…
    Rachel Kirk supported this idea  · 
  7. 1,187 votes

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    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    Rachel Kirk supported this idea  · 
  8. 98 votes

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    Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming. 

    Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.

    Remember, you can keep switching between the two products between now and September. Thanks

    Rachel Kirk supported this idea  · 
  9. 841 votes

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    Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

    We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

    Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

    We want to be transparent that we don't have any plans to change the credit application process right now.

    We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…

    Rachel Kirk supported this idea  · 
  10. 465 votes

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    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

    Rachel Kirk supported this idea  · 
  11. 494 votes

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    Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

    As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

    While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…

    Rachel Kirk supported this idea  · 
  12. 55 votes

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    Rachel Kirk supported this idea  · 
  13. 240 votes

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    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. 🙂

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    Rachel Kirk commented  · 

    Agree with below. This would be really useful when the standard cost / pricing of products and services are changed that these can be pushed through into recurring invoices in bulk - changing them all individually, even if it's on an export / import spreadsheet is cumbersome and time consuming and open to significant human error

    Rachel Kirk supported this idea  · 
  14. 247 votes

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    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Rachel Kirk supported this idea  · 
  15. 87 votes

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    Rachel Kirk supported this idea  · 
  16. 45 votes

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    Rachel Kirk supported this idea  ·