Settings and activity
31 results found
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511 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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Sally Stubbs
supported this idea
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4 votes
Thanks for sharing this idea — I can see why this would make a difference for businesses taking deposits or stage payments 🙂
I’m going to move this idea to Gaining Support so we can get a better sense of how many people want this too. If it would help your workflow, please add your vote and share a comment about how you’d use it — that kind of detail really helps the product team understand the need.
We’ll keep an eye on the feedback here and share any updates when we have them.
An error occurred while saving the comment Sally Stubbs
commented
PS for us this is STRIP pay now link on our invoices and statements - we dont use ios tap and pay
An error occurred while saving the comment Sally Stubbs
commented
In our business we have large invoices and bushiness would like to have the ability to pay their own amount on an invoice instead of all of it. I get asked to send a payment link for half / part all the time and have to keep asking them to use bank transfer instead - then they cant be bothered as they need to log into the bank. So critical for us!
Sally Stubbs
supported this idea
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37 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
Sally Stubbs
supported this idea
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An error occurred while saving the comment Sally Stubbs
commented
We love this idea. We have different payment options, some of our customers have a monthly installment plan so we don't need to send them a statement but other customers pay their full balance in one go so we do want to send them a statement. At present we have to weed out those on a plan from the main list manually. Having a toggle per client would help us a lot! Then we could just send to all! When we do send a statement to a monthly plan customer they panic as it says "pay now" for the balance by default despite having wording in our bespoke email to the contrary. It causes confusion and panic x
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11 votes
Hi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
An error occurred while saving the comment Sally Stubbs
commented
Thank you! Its more like a glitch that could be improved than new functionality that needs investing in. It still takes too long to be ready for input. Almost every time I use it I look up and it has only typed the last part of my search. I think users use Xero by memory and have a user speed in work flow, the software should be faster than the user speed, not slower. In this case now we have the dot dot dot animation, users are quicker than that part of the flow.
An error occurred while saving the comment Sally Stubbs
commented
Description:
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the first characters are often lost. For example, typing “Consultancy” might result in only “ultancy” appearing in the search bar.
This interrupts workflow, slows down repeated searches, and frustrates long-time power users who rely on muscle memory.
Proposed improvement / benefit:
Ensure the search input receives focus immediately when the search bar is activated, whether by mouse click or keyboard shortcut.
This restores previous workflow speed, prevents lost text, and improves the overall efficiency of search for all users, especially those doing frequent searches.
Sally Stubbs
shared this idea
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3 votes
Hi Sally, thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Sally Stubbs
shared this idea
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15 votes
Hi team, appreciate the interest and clarification that we've received through this idea fro customers.
Right now adding additional placeholders to email templates isn't in our short term plans but we're continuing to follow the interest of this here.
For the time being I know not the 'set and forget' solution you're after here - you can edit the default email to add the Contact Account Number before sending the invoice.
We'll share if there are any updates for you here.
An error occurred while saving the comment Sally Stubbs
commented
Just popping in to see if this is gaining support for implementation, whilst I appreciate Xero favours the contact names, we deal with sole traders and limited companies and sole traders can have identical names "John Smith" so the account number is so valuable. I send statements in bulk and customers reply to me asking for help and it takes so long to identify from transactions which entity is sending a query. If I had a placeholder for their contact account number that I could include in subject or body of the emails from xero - it would cut hours of extra work.
An error occurred while saving the comment Sally Stubbs
commented
Thank you that is disappointing to hear. Because there can be such similarities in contact names, account numbers can be the best identifier for contacts. Having a place holder in the email subject would allow us to add the account number into invoice, statements and receipts so when we get a reply from those automated emails from xero, we can identify who the reply is from easily and gives us a search index in our outlook facility as well. With an account number in each email, outlook could search for the unique account number and bring up every email to and from the account holder. In many instances, adding it manually is not possible for automated items like statements. Hopefully you may see the value and add it.
An error occurred while saving the comment Sally Stubbs
commented
This is a placeholder for the Contact Account Number (not bank). So in your Contact Details Record we have a field for their internal Account Number which we would like to be able to include in the automated emails sent from Xero. For Example "Big Company Limited, Account B0001, Your invoice...."
Sally Stubbs
shared this idea
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54 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.
The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.
An error occurred while saving the comment Sally Stubbs
commented
Perhaps drilling down (like a drop down of payment) into an invoice as the screen is uncluttered as it is. You don't always need bulky info on the main screen but quick access would be nice.
An error occurred while saving the comment Sally Stubbs
commented
Most of my sales contacts pay in direct debit instalments (some in advance and some in arrears) so most contacts only have the 'invoices' tab as they do not make direct payments. On the invoices tab there is only amount paid / amount due - so if an invoice is part paid you cannot see how much the invoice is for anymore! A TOTAL invoice column is needed or you have to add up paid + due to get total!
Sally Stubbs
supported this idea
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345 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
An error occurred while saving the comment Sally Stubbs
commented
I love the idea I have created my own email template which has overdue narrative on the email subject and narrative, but the actual statement could do more to highlight all outstanding items and those critically overdue. I would also like a place holder for the customer account number (not the bank account!) their unique customer contact account number so I can put this in the subject of the email and in the body of the email as this is our reference for bank payments. One chap has suggested days overdue and that would be powerful to show. I type this manually into each invoice at present. If you add 153 days overdue in the heading of an email it tends to get a lot of attention and apologies. Thanks Sally - Xero Platinum Partner
An error occurred while saving the comment Sally Stubbs
commented
I would like the Overdue days to appear on all statements to prompt action form long overdue customers. If they see the invoice is 493 days overdue it sounds bad and may prompt action.
Sally Stubbs
supported this idea
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6 votes
Thanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
An error occurred while saving the comment Sally Stubbs
commented
Perhaps the best way forward would allow us to select which columns we would like to see, we would use Total, paid and due. Like we have in the client contact page.
Sally Stubbs
supported this idea
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34 votes
Thanks for your feedback, Sally. We appreciate there may be different preference for this.
You're right this was a brief change that was made in invoicing however in consistency with how calendars appear in other areas of Xero this has been changed back and we also received feedback for calendars to run Sunday - Saturday.
While we will track the interest from others in this here we want to be upfront that we don't have any further plans for changing start dates of this calendar.
An error occurred while saving the comment Sally Stubbs
commented
It’s also worth highlighting that the main reason many users asked for the calendar to switch back to Sunday was, I believe, due to inconsistency across the platform — not because Monday was inherently a problem.
In that instance, invoicing used Monday as the week start, while other areas of Xero still used Sunday. Naturally, this misalignment caused confusion, and users pushed for it to be reverted — not necessarily because they preferred Sunday, but because they needed consistency.
That’s why this situation isn’t quite comparable. What people were reacting to was the inconsistency — not objecting to Monday as a start day itself.
A user-defined calendar start day would address both concerns: consistency within the user’s own environment, and flexibility to match their region's standard or personal preference.
An error occurred while saving the comment Sally Stubbs
commented
Thanks for your response – I appreciate the clarity.
However, I’d like to reiterate the importance of aligning Xero’s calendar with widely accepted standards, or at the very least, offering flexibility for users.
As mentioned earlier, ISO 8601, the international standard for date and time formatting (which is also adopted in the UK and much of the EU), clearly defines Monday as the first day of the week. This is reflected across UK operating systems, productivity tools (such as Outlook and Google Calendar when set to UK locale), and in accounting workflows.
When Xero’s invoicing calendar defaults to Sunday–Saturday, it diverges not only from ISO 8601 but also from user expectations in many regions, particularly the UK and Europe. This inconsistency can lead to confusion, misalignment in reporting periods, and manual errors – especially when reconciling invoicing timelines with calendars used elsewhere in business processes.
While I understand the need to maintain consistency within Xero’s interface, this is exactly why offering a user-defined calendar start day would be the best solution. A simple preference setting would allow each user to align the software with their local standards or business practices, without disrupting users in other regions.
This isn’t about accommodating one region over another – it’s about providing a flexible, user-centric experience in a global platform.
Please do reconsider this request as more than a preference. For many of us, it’s a matter of professional consistency, operational clarity, and compliance with internationally recognised standards.
Thanks again for listening.
Kind regards,
SallySally Stubbs
shared this idea
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19 votes
Really good to have the understanding of use cases in which you'd want to search invoices by the contact account number rather than contact name. Thanks everyone, we are continuing to develop our invoicing experience, however I want to be upfront that this isn't something we have plans for right now.
We are continuing to get a sense of the interest through this idea, so if there are any updates to share I'll let you know here.
Sally Stubbs
supported this idea
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1 voteSally Stubbs
shared this idea
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21 votes
An error occurred while saving the comment Sally Stubbs
commented
It would be great to be able to £0 them to stop the data coming into reports. At present if you download a Receivable Invoice Summary - a voided invoice has a £ value matching the original invoice in that report which is technically incorrect as it has been voided the value should be nil
Sally Stubbs
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7 votesSally Stubbs
supported this idea
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64 votes
An error occurred while saving the comment Sally Stubbs
commented
Can you link several batches to one bank transaction? We could get around it this way
An error occurred while saving the comment Sally Stubbs
commented
Also our direct debit batch deposits are all over 50 transactions and batch deposits only allow 50 invoices at a time. We offer 4 dates across the moment for a customer to chose when their direct debit is taken from their bank to suit their cash flow - so the qty in each batch is dependant on the customers. Please extend the batch to 999
Sally Stubbs
supported this idea
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62 votesSally Stubbs
supported this idea
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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
Sally Stubbs
supported this idea
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An error occurred while saving the comment Sally Stubbs
commented
The new invoicing used to have an option to add BOLD text in the email body and that has disappeared again - please add this back in LOVED it!
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42 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
Sally Stubbs
supported this idea
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An error occurred while saving the comment Sally Stubbs
commented
I don't like the new invoice history update - I send emails to chase debt using the original invoice and resending it. So I open an unpaid invoice - click email, select an email template I've created to chase debt, send - the HISTORY of the invoice now show I have 'EDITED' the invoice - which is wrong as I've not changed the invoice at all... I want this to show I have sent an email and to whom for credit control which is vital tracking for when we pass the invoice to solicitors for debt collection. 'Editing' makes it seem like I've changed the invoice in some way.
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59 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
Sally Stubbs
supported this idea
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161 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
An error occurred while saving the comment Sally Stubbs
commented
I find setting up a bank rule for this will help post them quickly. A bank rule can look for the several different criteria like amount and recipient and then automatically suggest how to pot it. That will dot he trick. You then just click OK.
The deposit disappears after the first payment - some may pay a few instalments