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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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23 results found

  1. 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.

  2. 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.

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

    3 votes

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    Hi community, we appreciate the interest in being able to use Gift cards when customers are making Stripe payments. This isn't in our roadmap just atm, but we'll track appetite through the idea here.

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