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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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61 results found

  1. New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…

    3 votes

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  2. Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.

    7 votes

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  3. Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.

    There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
    https://breez.technology/sdk/

    1 vote

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  4. I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

    According to Xero support, it’s impossible to change this view for customers:

    "As these small changes were requested by many users…

    2 votes

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  5. Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.

    I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.

    I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.

    Why does Xero do unhelpful things like this?

    14 votes

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  6. Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks

    17 votes

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  7. When writing Cheques or payments would it be possible for an auto infill/ recall of the previous payment made to the Payee/Supplier, this would save time if the details are always the same and only the amount may vary, it would ensure that the correct/same account is always used giving consistency.
    Should any of the details differ then these can be input as currently but an auto infill would save me an awful lot of time as I don't have a bank feed to all the bank accounts I oversee.

    6 votes

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    Appreciate it's been some time since you originally started this idea, John - Just to confirm what you're asking here. Would this be when adding a manually applied payment to a bill? Or when reconciling in the bank account?

  8. Allow Xero to connect to a Stripe Test account, so we can create a temporary Xero account and test the Stripe integration, knowing completely what it will do with other integrations, how to train staff and manage edge cases of transactions.

    3 votes

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  9. Functionality to export ABA files for invoices owing, i.e. direct debits

    21 votes

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  10. Ability to pay using gift card that is supported in stripe, using giftup.com

    3 votes

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  11. Is there any plan to add an option for collecting payments through Stripe directly within Xero? Often, when I call customers for payment, I am in Xero looking at the invoice, and the customer wants to provide a credit card for payment. Currently, I have to log in to Stripe to process the payment. It would be much easier and more efficient if I could charge the client directly from the invoice itself, don’t you think?

    1 vote

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  12. It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.

    In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.

    23 votes

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  13. Recent changes have gutted our ability to operate under two distinct business names (Branding) under the same Xero account. Our Xero organization name and address is now included by default (and without the option to hide it) on Invoice emails and on Payment acceptance links. This was previously not the case.

    This completely breaks branding for us, and I'm not quite sure why this change was made. What is the point of having branding at all of we can't control what organization details are provided to the customer? Support suggested I open another Xero account. That's not an option -…

    2 votes

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  14. We need a way for Xero to know that there was a chargeback on an invoice through GoCardless so that the payment applied against the Xero invoice is removed.

    There have been instances where a customer's bank did not accept the charge made against the bank account and GoCardless charged us back for the invoice. We didn't collect the payment, but Xero still has the invoice marked as paid. When reconciling AR this month, there was a few invoices that were charged back but were still showing paid.

    21 votes

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  15. Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly

    3 votes

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    Hi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store

    We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks

  16. To have the Xero Fx rate populate automatically, show up as a suggestion, or be able to be selected via drop-down list within the Payments screen when Fx is involved. Currently you have to open a new tab, go to settings/currency, enter you date and then copy/paste the Fx rate.

    1 vote

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    Hi team, while this isn't in our plans right now, we'll track interest in this here and share if there's any change.

    If coming across this idea you feel this'd be useful to you too, make sure to add your vote.

  17. It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers

    1 vote

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  18. Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.

    When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.

    In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.

    We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it…

    23 votes

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  19. Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.

    https://stripe.com/en-nz/payments/afterpay-clearpay

    54 votes

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    Hi team, we're developing more ways to pay with Stripe!

    Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.

    I'll round back to confirm when it's live and more detail of how to do this. 🙂

  20. Ability to have partial payments through Stripe.

    Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.

    202 votes

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