Settings and activity
20 results found
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28 votes
Clare Wilson
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26 votes
Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.
In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.
We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.
An error occurred while saving the comment An error occurred while saving the comment Clare Wilson
commented
This is most certainly a step backwards! It has already caused us issues this month with individual customers having mixed VAT rates because we have copied a previous invoice and then added additional items, which I believe then pulls the tax default from the nominal code - what is the point in setting a contact tax default code, if in this situation, it is ignored?! This did not happen in the classic invoicing!
Clare Wilson
shared this idea
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662 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.
Clare Wilson
supported this idea
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An error occurred while saving the comment Clare Wilson
commented
Please can you also look into the issue of the history not showing when you email a paid invoice out to a customer - currently it just shows 'edited' and 'INV-XXXX updated' - this is not an audit trail clearly showing when we have sent a paid invoice and to whom it has been sent - we need this tracked in the history, or we need access to an email log area where we could look for it ourselves!
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675 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Clare Wilson
supported this idea
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782 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…
Clare Wilson
supported this idea
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146 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
Clare Wilson
supported this idea
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378 votes
An error occurred while saving the comment Clare Wilson
commented
As I have just had a case with Support getting me nowhere with an issue we are experiencing, this would be the next best thing to resolve!
We mostly email customer invoices once payment has been received as their legal VAT invoice for their records - appreciate this isn't the norm, but we still need a record to support that we have issued the invoice to the customer. When you try to email an already paid invoice, you can't see this has happened in the history - it just states 'Edited' in the action field, and then 'INV-XXXX Updated' in the details field. It repeats this twice, but does not show as invoice sent and to what emails it was sent to which is useless!Please allow access to an area where we could search by contact to see a record of all emails sent out by Xero.
Clare Wilson
supported this idea
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415 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
An error occurred while saving the comment Clare Wilson
commented
Agree with Andrew - I don't think making the payments via Xero is the focus - being able to match a payment out of the bank to multiple currency invoices would be the ideal solution.
We pay all our FX suppliers via Convera, we do daily payments which can be 1 to 50 invoices at a time - it is frustrating when you have multiple currencies as we then have to go into each invoice, mark it as paid, then go and reconcile.
If we only pay one currency, we are able to select all of the invoices being paid from the reconciliation screen which is a much quicker process.Clare Wilson
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6 votesClare Wilson
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
445 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Clare Wilson
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106 votesClare Wilson
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291 votesClare Wilson
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370 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…Clare Wilson
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23 votesClare Wilson
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55 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
Clare Wilson
supported this idea
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367 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment Clare Wilson
commented
We would prefer 'Approve' please!
Clare Wilson
supported this idea
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440 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Clare Wilson
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188 votesClare Wilson
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22 votesClare Wilson
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21 votesClare Wilson
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Another month-end with more incorrect VAT rates on invoices going out to clients - this is so frustrating and not something that we had problems with previously!
Please can you review this request again - what is the point in setting defaults in contacts, when they only work on new invoices? Copying prior invoices is so important when you have repeating business, we use this every time we raise an invoice and for it to not be using the defaults as set against the contact is causing so many issues - VAT being the major one!