Xero App - Receive money via app
The Xero mobile app currently only allows invoice creation. This creates a two step process to separately record the payment against the invoice. Having the ability to Receive Money via the mobile app without having to use to desktop interface would be a much simpler, efficient and time saving approach for business owners.
Gene Austin
shared this idea
Hi Gene, it sounds like you're wanting to add a payment to an invoice, from the mobile app. It is currently possible to do this! Just open the invoice you want to receive a payment on and select the add payment option. You'll be taken to another screen to add the necessary details. Our article Record a payment on a customer invoice has more info for you.
In case you were wanting to add a spend or receive money cash transaction in the mobile app, you can do this from the Bank reconciliation screen. From the bank statement line you want to create a bank transaction (spend or receive money) for, select Create. Then you'll be asked to populate the details. I've attached some screenshots showing you how and this article steps it out in more detail.
-
Ben Fairless
commented
Provide the ability to manage Reciepts via the Mobile app