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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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62 results found

  1. Please have option to set statement type to ACTIVITY , and not OUSTANDING ( when mailing a statement to a client ) It was like that a month ago

    4 votes

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    Hi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.

    We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.

    We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.

    Thanks again for being part of the conversation.

  2. Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.

    Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.

    In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip…

    6 votes

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    Hi everyone, though we appreciate you raising this idea with us, we don't have any intentions of supporting surcharging of Zip fees to customers from Xero invoices - There are some BNPL providers that have "no-surcharge" as part of their clauses, Zip being one of these. You can read more on their payment terms on Stripes website.

  3. I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…

    7 votes

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    Hi Matthew, we really appreciate you adding your thoughts and voting on this idea. It's clear that having more flexibility around how Stripe surcharges are handled would make a difference—especially when it comes to simplifying reconciliation.

    Not being able to exclude the surcharge amount from the Stripe fee calculation has come up from a few of you. It’s helpful to understand exactly where the pain points are and how they affect your day-to-day.

    We’re going to keep this idea open so others can continue to weigh in. It's on our radar as we look at areas to improve, and your input here gives us valuable context as we make those decisions. Thanks for being part of this discussion!

  4. Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.

    29 votes

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  5. I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.

    6 votes

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    Thanks for letting us know what you're tried, Roland.

    We appreciate you taking your time to share changes that would be most meaningful to you.

    If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.

  6. From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.

    We need this functionality setting up as a matter of urgency.

    39 votes

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    Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.

    The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."

    Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…

  7. e-invoicing notification

    It would be great if we could get some kind of notification when an e-invoice was received into draft. Without going into our process, not knowing when a e-invoice was received will cause delays in processing as well as paying it.

    39 votes

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  8. You have just rolled out the pay now button on online statements, however this is only for Stripe users.

    Can you allow other payment processors such as Square to this please (like we can for invoices already)

    2 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We can appreciate having more Statement payment options for users that do not use Stripe. We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this with your friends and colleagues if they'd like to see this functionality implemented. We'll monitor this space for further traction! :)

  9. It is common for subscriptions to automatically attempt rebill 3 times, most customers expect this if there is a temporary card issue, it can be communicated with them in the failed payment notification. They shouldn't have to manually setup up the subscription again, especially if using the same card.

    Also if a customer is going going ahead with a subscription service, it makes sense that autopay is the default setting on the invoice. There needs to be the ability to disable it if they want to pay by bank transfer for example, but the default should be that their card…

    3 votes

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    Hi Justin, thanks for your idea here. We noticed you have two ideas in the one post. We've actually found another idea that is similar to the defaulting you mentioned, so I've added your vote to this here.

    I've adjusted the idea for the re-billing of Failed payments and we will track support from other users on this here.

  10. Have recently had a client complain that the card processing description says 'credit card processing fee' however the client paid with debit card and therefore doesn't think they should have been charged processing fee. This terminology needs to be updated to 'card processing fee' for more transparency.

    3 votes

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    Thanks for sharing your idea about making this description clearer.

    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 votes and comments, too.

  11. I would like to be able to use a keystroke to nominate the bank account I want to select in the Single Invoice Payment screen. The same as you can when you use the Deposit function for payment of multiple invoices. It should work the same in both functions Xero!

    1 vote

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    0 comments  ·  Payment services  ·  Admin →
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     ·  System responded

    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. 🙂

  12. Can we get affirmed added if we are using stripe to process the transaction?

    1 vote

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    0 comments  ·  Payment services  ·  Admin →
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     ·  System responded

    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. 🙂

  13. If not already in the pipeline, please make it possible to Sync multiple PayPal accounts! We have three businesses under our ABN/umbrella - and would really like to be able to sync ALL paypal accounts, not just the one.

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  14. In an ideal world when a client pays us via Stripe 100% of the fee would be reconciled and XERO/Stripe would invoice us separately on a regular basis for the applicable Stripe fees.

    3 votes

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    Hi Jo, thanks for sharing your idea on how Stripe fees could be handled.

    We understand your 'ideal world' scenario where the full invoice payment is deposited, and Stripe invoices you for the fees separately. We can definitely see how this approach would lead to a much cleaner and more direct bank reconciliation for every single payment.

    We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how having Stripe fees invoiced separately could improve their experience with Xero.

  15. AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.

    2 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to introduce better visibility of the Autopay status of an invoice 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.

  16. We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.

    47 votes

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  17. For volume based businesses, we lose money (30c per transaction) on the stripe fee we pay vs what we can pass onto the customer (because there's no option currently to just pass on the full fee, just a %). That % can't legally be higher than what we are charged, and we can't add the 30c fee to the % anywhere in settings. When we're processing 1,000 transactions per month, we lose $300 to fees. For a small business, this isn't justifiable. Most small businesses that have high volumes are low cost, so they rely on volume of sales to…

    27 votes

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  18. Current user role permissions require the Standard or Advisor role to use the auto pay feature for invoices. However, this role also reveals financial information that a sales rep should not have. Our sales reps, therefore, have Invoice Create/Edit capabilities. Within these capabilities, or perhaps as an optional toggle, I would like them to be able to set up auto pay and see if it is active so they can get it set up for clients as part of the closing process.

    1 vote

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    Thanks Diane, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  19. I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

    ACH Payment Process Concerns
    Overpayment Issues

    One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…

    3 votes

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  20. Proposal: Integrating Alipay as a Payment Option in Xero

    Overview
    Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

    Key Reasons to Integrate Alipay:

    China is Australia’s Largest Trading Partner

    China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method…

    4 votes

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