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1. Invoices - Customisable SMS templates

   64 votes

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   9 comments  ·  Invoices & quotes » Invoicing  ·  Delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for your feedback here on customising SMS messages for invoices. We understand how a more personal message could provide customers with greater confidence and context when receiving an invoice.

   Our product team has explored options for more customised messaging, including the practical constraints around character limits and preventing messages from being treated as spam.

   After that review, we want to be transparent that editable SMS templates aren’t part of our plans at this stage.

   If this position changes in the future, we'll be sure to share with you, here.

   Melanie Olivant supported this idea  ·  Dec 6, 2025
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   Melanie Olivant commented  ·  Dec 6, 2025  ·  Edit…  ·  Delete…

   Great idea, but forced to use a payment service to use the feature doesn't work for us.

   Would it be possible to have the feature without the payment service?

   Save Submitting...

2. Sales Invoices- Flag as 'in dispute / query'

   536 votes

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

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

   Melanie Olivant supported this idea  ·  Dec 6, 2025