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21 results found
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1 vote
Thanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
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Jeanne-Mari Kriel
shared this idea
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37 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Jeanne-Mari Kriel
supported this idea
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157 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Jeanne-Mari Kriel
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jeanne-Mari Kriel
shared this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jeanne-Mari Kriel
shared this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jeanne-Mari Kriel
shared this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jeanne-Mari Kriel
shared this idea
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123 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Jeanne-Mari Kriel
supported this idea
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61 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
Jeanne-Mari Kriel
supported this idea
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26 votes
Thanks for your feedback on bulk photo attachment for invoices created via the mobile app.
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.
Jeanne-Mari Kriel
supported this idea
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82 votes
Hi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.
This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳
It's in the process of being released to all users and I'll round back to confirm when available to all!
An error occurred while saving the comment Jeanne-Mari Kriel
commented
Xero’s current invoice customisation options are still very limited, especially for businesses that require highly customised invoice layouts.
The DOCX custom design templates are not very user-friendly and often require advanced Microsoft Word formatting knowledge. Small layout changes can easily affect the entire template, making ongoing maintenance difficult for accounting firms and business owners.
Although the newer invoice branding and template editor has improved the overall appearance of invoices, it still does not provide enough flexibility to create invoices that truly match a business’s existing branding and operational requirements.
This is particularly important when onboarding clients to Xero. Many of our clients are extremely particular about how their invoices look and function. They often have long-established Word templates that include specific layouts, approval sections, signatures, custom tables, delivery information, and branding elements. In many cases, they are reluctant to move away from these Word templates because Xero cannot currently reproduce the invoice design they require.
As an accounting firm, we frequently encounter situations where a client wants to adopt Xero, but the inability to create an invoice that matches their existing business document becomes a major obstacle to implementation.
Suggested Improvements:
A true drag-and-drop invoice designer
Free positioning of fields, logos, text, and tables
Custom sections and conditional fields
Better control of spacing, margins, page breaks, and column layouts
The ability to create multiple document types (invoice, quote, job card, delivery note, pro forma invoice) from a single template without editing DOCX files
Why this matters:A modern and flexible invoice designer would help businesses fully transition from Word-based documents to Xero-generated documents, improve client adoption of Xero, reduce manual document preparation, and allow accounting firms to implement Xero more successfully across a wider range of industries.
Many clients are not asking for a different accounting system—they simply want Xero to generate invoices that look and function the way their business requires.
Jeanne-Mari Kriel
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jeanne-Mari Kriel
shared this idea
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86 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Jeanne-Mari Kriel
supported this idea
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31 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
Jeanne-Mari Kriel
supported this idea
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41 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Jeanne-Mari Kriel
supported this idea
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132 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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.
Jeanne-Mari Kriel
supported this idea
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8 votes
Appreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
Jeanne-Mari Kriel
supported this idea
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12 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
Jeanne-Mari Kriel
supported this idea
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82 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.
As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.
Jeanne-Mari Kriel
supported this idea
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38 votesJeanne-Mari Kriel
supported this idea
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Good day Xero,
Thank you for considering this idea.
I would want the following dedicated, optional fields on both Quotes and Invoices:
* Bill To / Customer – the party responsible for payment
* Property Owner – ideally selectable from Xero Contacts
* Tenant Name – ideally selectable from Xero Contacts
* Service Address – separate from the customer’s billing address
* Rep / Technician – the person who completed the work
* Job Reference / Work Order Number
For example:
Bill To: ABC Property Management
Property Owner: John Smith
Tenant: Jane Smith
Service Address: 123 Main Road
Job Reference: WO-45821
Technician: Mike Jones
The key would be having these as dedicated fields rather than manually typing everything into the invoice description. Ideally, the relevant people could be selected from existing Xero Contacts, making the information consistent, searchable and easier to manage.
I would also make these fields optional and configurable within invoice and quote templates. Users should be able to select which fields they want displayed and deselect or hide any fields that aren’t relevant to their business.
For example, a property maintenance business could choose to display Property Owner, Tenant, Service Address, Technician and Job Reference, while another business may only need the Job Reference.
This would make the feature flexible across different industries and keep invoices and quotes clean and relevant.
Thank you again for considering the suggestion. I think this would be a really valuable addition to Xero, especially for service-based and property-related businesses.