Settings and activity

9 results found

1. Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level

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   0 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)

   Chenel Raath supported this idea  ·  06 March, 2026

2. XPM - Hide job state for certain staff

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   submitted  ·  2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Chenel Raath supported this idea  ·  06 March, 2026
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   Chenel Raath commented  ·  06 March, 2026  ·  Edit…  ·  delete…

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3. Xero HQ | Client list - Option to view client codes

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   submitted  ·  7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Chenel Raath supported this idea  ·  22 January, 2026

4. Xero HQ | Subscription - Ability to import client codes for billing

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Chenel Raath supported this idea  ·  22 January, 2026

5. Practice Manager | Search - Client code, email address, TFN and mobile number

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   8 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

   Chenel Raath supported this idea  ·  22 January, 2026

6. Xero Tax | Search - By Client ID Code

   36 votes

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   submitted  ·  2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Chenel Raath supported this idea  ·  22 January, 2026

7. XPM - Be able to look up client based on their client code

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   submitted  ·  16 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Chenel Raath supported this idea  ·  22 January, 2026

8. Clients - Ability to set an email for a specific purpose

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   20 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.

   It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!

   Chenel Raath supported this idea  ·  22 January, 2026

9. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   268 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Chenel Raath supported this idea  ·  14 October, 2024