Settings and activity
14 results found
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54 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 
Emily McRorie
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4 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 🙂
Emily McRorie
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32 votesEmily McRorie
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101 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
An error occurred while saving the comment Emily McRorie
commented
It would be great to be able to adjust the columns within the invoices. Especially the description column.
Emily McRorie
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6 votes
An error occurred while saving the comment Emily McRorie
commented
Does anyone else have issues with the Xero invoice templates and the customer address being not in line with the rest of the invoice? How did you fix the issue? Why can't Xero align the standard template correctly without me having to make up a custom template?
Emily McRorie
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16 votes
An error occurred while saving the comment Emily McRorie
commented
We set up and use a branding theme 'online payment' when clients select to pay with credit card via paypal. This will be sent as "Review and Pay". But if I use just our standard theme, it will be sent as just "View Invoice"
This can be edited in 'Edit Branding Theme' under the Payment Services dropdown menu. -
23 votes
Hi team, I know it's been some time since we last updated this idea and want you to know that we're still keeping a close watch on the support for formatting in invoices here
As shared in my last update, currently you can add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
You can see my attachment below that shows an example of how these can be added and the side by side email preview that'll reflect how this is shown in your email.
Right now, this isn't something we have plans for changing but will be sure to share an update if there's any progress. Thanks
Emily McRorie
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13 votesEmily McRorie
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57 votes
Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
Emily McRorie
supported this idea
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150 votesEmily McRorie
supported this idea
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85 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
An error occurred while saving the comment Emily McRorie
commented
Yes, I agree this is important. My invoices look misaligned and there's nothing I can do within the standard templates to fix it.
The customer address always sits in further from the margin than all the other information. Making the padding 0 does not help. It would be good if the product team can adjust the layout so it looks neat and all in line.Emily McRorie
supported this idea
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224 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Emily McRorie
commented
Agree with all on this fix.
We operate with 2 business names, and it looks silly when invoices are expected to come from one name, and the other name appears at the top of the invoice email with the other name.Emily McRorie
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349 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Emily McRorie
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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
560 votesHi 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…
Emily McRorie
supported this idea
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An error occurred while saving the comment Emily McRorie
commented
Add in the description field without a monetary value.
It would be good if we can add a description to the invoice without putting in a monetary value within that row.
Sometimes we have jobs where we describe the work done in the description field (which we could do in old invoicing) and want no $$ there within that row, and then add the $$$ rows underneath.
If I do this, the invoice appears with 0.00 in the description row which looks messy. -
I simply need to move the customer name and address over to align with the margin but I can't do this unless I create a custom template which I don't want to do. At the moment, the address sits indented and not aligned properly with the rest of the invoice.