Settings and activity
13 results found
-
3 votes
Thanks for sharing this idea. We understand the request to edit the amount of an existing check without needing to void or recreate it. Having more flexibility to make small corrections could make managing check payments and vendor expenses easier.
I've updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you'd like check editing to work.
An error occurred while saving the comment -
4 votes
Appreciate you bringing this to the community. The main request is to keep relevant Quote attachments available when the Quote is copied into an Invoice, without requiring them to be uploaded again.
Giving users control over which files are copied could make the quote-to-invoice workflow more flexible.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your invoicing workflow, add your vote and share your preferred setup.
An error occurred while saving the comment 
Atesen Software
commented
Today the only route is the one Tom describes: open the quote, download each attached file, then attach them again on the new invoice. Xero Central covers both halves in "View, download and delete files in transactions" and "Attach a file to a transaction". Once the PO is on the invoice, you can include it in the email to your customer, so at least the second step pays off. Question for anyone doing this often: how many quotes a month turn into invoices that need the files carried over? Are they mostly customer POs, or drawings and photos too?
-
112 votes
An error occurred while saving the comment Atesen Software
commented
Until this ships, the manual route that costs the least: download the invoice PDF and its attached files, merge them per invoice in an offline PDF tool (PDF24, as Robert mentions), then email the merged file yourself. Freya's point is worth knowing before you try the shortcut: if you attach the merged PDF and send from Xero, Xero still adds its own invoice PDF, so the customer gets the invoice twice. For anyone sending to AP systems that only take one PDF: are your attachments only PDFs and photos, or Word and Excel files too? And roughly how many invoices a month need it?
Disclosure: I build export tools for Xero. -
47 votes
Thanks for sharing this idea and for explaining the time involved in downloading invoices individually or splitting a combined PDF.
We’re moving this idea to Gaining Support because we recognise the value of being able to download selected sales invoices as separate PDF files, ideally in a ZIP.
We’re always working on broader improvements to invoicing and bulk document handling. While we can’t confirm a delivery date or that separate-file export is currently committed, this feedback will help inform our ongoing work. We’ll share updates here as the thinking develops.
An error occurred while saving the comment Atesen Software
commented
Until this ships, here is what works today. Selecting several invoices and using Print gives one combined PDF, not separate files. The two manual routes are opening each invoice and saving its PDF, or printing the batch and splitting the combined file by page afterwards, which is fine when every invoice is a single page but needs a check where one runs onto a second page. For larger batches, Xero's API returns each sales invoice as its own PDF, so a script or an export tool can save them one file per invoice, named by invoice number. Disclosure: I build export tools for Xero, which is how I know the API side.
-
699 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Atesen Software
commented
Right now Xero has no bulk download of files, and Xero staff said in November 2025 that it is not planned for the near term, so the options are one record at a time, an API script, or an add-on from the App Store. If you want an offline copy of what clients upload (for audit or retention), the useful thing to ask of any method is whether it produces an index linking each file to its document number, date and contact, so the files can be traced afterwards.
We built an export for bill, sales invoice and credit note attachments: it puts the files in folders with an index (ZIP). It only reads your files and changes nothing (a new connection started from the page below asks Xero for read-only access). https://atesensoftware.com/download-all-xero-attachments/?utm_source=xero_ideas&utm_campaign=44960626 Disclosure: I work on this.
-
1,119 votes
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…
An error occurred while saving the comment Atesen Software
commented
Xero's latest reply on this idea (Kelly Munro, 7 Jul 2025) says there are no committed plans for built-in interest. By hand, put your late-payment terms in your invoice template's payment terms, then raise a separate interest invoice per customer (days late x balance x annual rate / 365; UK statutory is Bank Rate + 8%), so no issued invoice is edited.
We built Lateby for this: it reads a Xero invoice export, works out interest on every late invoice and writes draft interest invoices, one per customer (UK statutory rate or your own); first 3 customers free. https://lateby.atesensoftware.com/?utm_source=xero_ideas&utm_campaign=44960305 Import them as drafts and check the tax rate first. Disclosure: I work on this.
-
2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
An error occurred while saving the comment Atesen Software
commented
No import and no bulk rename as far as I know, so for a hundred options the manual route is the one to plan carefully. Go to Settings > Tracking categories, open the category and edit each option name in place. Renaming (rather than deleting and re-adding) keeps the option on past transactions and in reports, and a category holds up to 100 options, so a client already at a hundred cannot add the new names first and tidy up later. Put old and new names side by side in a sheet and tick them off as you go, so a half-finished rename is easy to resume.
An error occurred while saving the comment Atesen Software
commented
No import and no bulk rename as far as I know, so for a hundred options the manual route is the one to plan carefully. Go to Settings > Tracking categories, open the category and edit each option name in place. Renaming (rather than deleting and re-adding) keeps the option on past transactions and in reports, and a category holds up to 100 options, so a client already at a hundred cannot add the new names first and tidy up later. Put old and new names side by side in a sheet and tick them off as you go, so a half-finished rename is easy to resume.
-
160 votes
An error occurred while saving the comment Atesen Software
commented
Until there is a proper flag, one workaround that holds up: add a tracking category called "Payment method" with an option "Direct Debit" and set it on every Direct Debit bill (or put "DD" at the start of the bill's Reference). Then on Bills > Awaiting Payment you can search for DD, and reports such as Aged Payables can be filtered by the tracking option, so you see which unpaid bills will clear by themselves and can leave them alone until the bank feed shows the payment. Setting the tracking option on the repeating bill template means new bills from the same supplier carry it automatically.
-
137 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
An error occurred while saving the comment Atesen Software
commented
Xero has no native way to move an approved invoice back to Draft. The route Xero staff point to is to void it and use Copy to Draft Invoice, and to change the number on the original before voiding so the draft can reuse it. Two things to check first: users report the copy does not always carry the attached files, and an invoice with a payment applied needs that payment removed before it can be voided.
Disclosure: we make Unapprove (Atesen Software), which does this for a selection after a free preview: a draft copy with the same number and attachments, then the original is voided. It does not restore the original to Draft, it skips invoices with payments applied, and for US organisations only the void run is available. Guide: https://unapprove.atesensoftware.com/guides/bulk-unapprove-invoices-bills-xero?utm_source=xero_productideas&utm_medium=reply
-
940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
An error occurred while saving the comment Atesen Software
commented
For the 10+ credits across 20+ bills case: Xero's latest reply here (11 Aug 2026) says matching credit notes while reconciling arrived in March, but applying credit notes inside a batch payment hasn't been roadmapped. Until then, one way round it is to apply the credits to the bills first, so the batch pays the reduced balances. A tidy order: per supplier, apply the credits to that supplier's open bills (oldest bill first, same currency), compare what's left with the supplier statement, then build the batch from those bills as normal.
-
500 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment Atesen Software
commented
On applying the oldest credits against the oldest invoices: Xero's reply here (19 Sep 2025) says the current route is to open the credit note and select the invoices for that contact, and that bulk allocation isn't planned for the short term. For a month-end or migration backlog, a routine that keeps it traceable: work one contact and one currency at a time, take exact-amount matches first, then oldest credit against oldest invoice, and leave anything that is a deliberate discount or rebate for a human decision. Keep your own list of the pairs you've finished so you can tell which credit notes you haven't reached.
-
255 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
An error occurred while saving the comment Atesen Software
commented
Following the question above about selecting several approved invoices to void: Xero's reply on this idea (28 Nov 2025) is that draft invoices can be deleted in bulk from the list view, but approved invoices cannot be bulk-voided and that isn't planned for now. For the time being it is one at a time in the app, or via the API if you have developer resources.
If you have to clear a batch by hand, three things save pain: export the invoice list first as your own record (a void can't be undone); check payments, credit notes and lock dates before you start (Xero won't void an invoice that still has a payment or credit applied, and a locked period blocks it); and run two or three first.
We built Unapprove for the approved-to-draft case: it previews every document first, makes a draft copy, then voids the original (Xero API, preview is free). https://unapprove.atesensoftware.com/?utm_source=xero_ideas&utm_campaign=45116065 (US organisations: void and export only, no copy.) Disclosure: I work on this.
-
681 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
An error occurred while saving the comment Atesen Software
commented
For anyone who has to deal with this before Xero builds it: the route Xero's team floated in this thread in Feb 2024 (and dropped in Aug 2024 as a feature) is also what you do by hand today. Void the bill, copy it to a new draft, re-attach the files. It works one bill at a time, and the copy has no history from the original, which is the audit-trail point raised above. Two habits make it safer: write the old bill's number or reference on the copy before you void it, and try two or three bills before the rest.
We built Unapprove for this: it previews every bill or invoice first, makes a draft copy, then voids the original (Xero API, preview is free). https://unapprove.atesensoftware.com/?utm_source=xero_ideas&utm_campaign=45925075 (US organisations: void and export only, no copy.) Disclosure: I work on this.
David, two US articles on Xero Central are the closest thing to an answer right now. "View or edit checks created in Xero" covers changes to a check that is already recorded, and "Void or delete a check created in Xero" covers removing one. Worth reading both before you delete and re-post, because the re-posted check can't take the old number. For others in the same spot: how often does a posted check need an amount fix? Is it usually one check at a time, or several at once after the bank statement comes in?
Disclosure: I build tools for Xero users.