Settings and activity
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9 votes
Hi Paul, while not a perfect solution, currently you could create and repurpose a Draft invoice for a dummy contact. When you want to create an invoice with this item you'd use the 'Copy to draft invoice' option.
We don't have plans for developing anything that'd accomplish what you're currently asking here. We'll monitor the interest and share if there's any change.
Melissa Wasgatt
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18 votesMelissa Wasgatt
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3 votesMelissa Wasgatt
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794 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…
Melissa Wasgatt
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359 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Melissa Wasgatt
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374 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…Melissa Wasgatt
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43 votesMelissa Wasgatt
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295 votesMelissa Wasgatt
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13 votes
An error occurred while saving the comment Melissa Wasgatt
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Any update on this? I just decided to explore this feature, but with ABA and Account combined, not an option at all. NACHA would be ideal as that is universal. No US bank that I'm aware of would accept the current combined format. Silly that they separate it in Financial Details, but then combines in the csv export. I'm moving more of my clients away from writing checks as there is so much check and postal fraud happening. Thank you!