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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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28 results found

  1. 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)

    4 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! :)

  2. 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.

    3 votes

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    Hi Tom thanks for sharing your idea, and letting us know the changes that matter most for you. Appreciate having multiple paypal accounts linked to an organisation. We've moved this idea to gain more support from the community and now it's upto the community to get behind it and support it. You may share this with your friends and colleagues who would also like this change to be made in Xero.

  3. 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.

    5 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.

  4. 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.

  5. Stripe allows you to turn on/off additional services like Apple Pay, Google Pay, and Link by Stripe. However, these controls are DISABLED when integrating with Xero, which creates a problem. We moved invoicing to Xero specifically because it allows you to dynamically add a surcharge for credit card payments -- but, by automatically adding Apple Pay, Google Pay, and Link, you're allowing payers to bypass the surcharges! You should re-enable those controls through Stripe, allowing users to CHOOSE whether or not they want to use those payment services.

    1 vote

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    Hi there, thank you for sharing this idea.


    I can see how the inability to toggle specific digital wallets like Apple Pay or Google Pay creates an issue when you are trying to manage surcharges effectively.


    Since there isn't currently a way to disable these specifically within the Xero-Stripe settings while keeping standard credit card payments active, I’ve moved this to 'Gaining Support' to see how many other users are impacted by this.

  6. 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.

  7. 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.

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

    3 votes

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