Invoices & quotes

49 results found

1. Go Cardless | Notification of Direct Debit failure

   If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed

   14 votes

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   3 comments  ·  Payment services  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

2. Invoice Payments: Support for additional GoCardless accounts

   Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)

   3 votes

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   submitted  ·  2 comments  ·  Payment services  ·  delete…  ·  Admin →
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3. Invoice Payments - Reverse bounced payments without removing from Accounts Receivable

   Occassionally a debit order fails/ bounces after a considerable amount of time, after the receipt has already reflected on a customer statement. In this case, I should be able to reverse the receipt without removing it from the Accounts Receivable account.

   For example, a debit order runs in March and bounces several weeks later in April, after the customer has received a statement.

   E.g. end of March they receive a statement showing

   Opening Balance 0
   Invoice 100
   Receipt -100
   Closing Balance 0

   When the receipt now bounces in April, their next (April) statement should begin with what the closing balance was on the last statement:

   Opening Balance 0
   Receipt reversed 100
   Closing Balance 100

   I should be able to unallocate the receipt from the invoice and reverse it at a later date, and these transactions should reflect in to customer's account.

   Occassionally a debit order fails/ bounces after a considerable amount of time, after the receipt has already reflected on a customer statement. In this case, I should be able to reverse the receipt without removing it from the Accounts Receivable account.

   For example, a debit order runs in March and bounces several weeks later in April, after the customer has received a statement.

   E.g. end of March they receive a statement showing

   Opening Balance 0
   Invoice 100
   Receipt -100
   Closing Balance 0

   When the receipt now bounces in April, their next (April) statement should begin with what the closing balance… more

   2 votes

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   submitted  ·  0 comments  ·  Payment services  ·  delete…  ·  Admin →
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4. Invoice Payments - Collect GoCardless "ASAP" instead of on Due Date

   It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

   For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

   But for customers who do not have a mandate set up, things get even more complicated.
   We generally set the Due Date of an invoice to +1month to give customers a reasonable time to pay before the invoice is considered overdue, even if in reality we want the payment ASAP. This means that if the customer kindly signs up to pay via GoCardless soon after receiving the invoice, we still have to wait until +1month for the payment to be taken. If they had paid in some other way on the same date, we'd potentially get the payment much faster.

   As for the situation where a customer signs up for GoCardless after the Due Date of the invoice, GoCardless support told me that although a DD mandate for future bills would be created, no payment would be taken for the original invoice! I find that hard to believe and I really hope they were wrong, but if that's correct then it means that if we were to set the Due Date to say 7 days or 14 days instead of 1 month after the invoice date, to help reduce the length of time we have to wait for a payment to be taken, the chances of the customer setting up the mandate with GoCardless before the Due Date are significantly reduced.

   So, although it won't resolve the potential problem of customers signing up for GoCardless after the Due Date, a "Collect ASAP" tick box would at least help get payments sooner rather than later. Essentially, with that box ticked, Xero's systems would see that a GoCardless signup had been completed and then set the collection date via the GoCardless API to +4 (or +5 days to be safe) as opposed to whatever was on the invoice itself.

   It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

   For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

   But for customers who do not have a mandate set up, things get even more complicated.
   We generally set the Due Date of… more

   10 votes

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   submitted  ·  7 comments  ·  Payment services  ·  delete…  ·  Admin →
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5. Invoice Payment: Go Cardless - Pass Go Cardless Fees to client

   Pass ACH fees for Go Cardless to Clients

   9 votes

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   submitted  ·  2 comments  ·  Payment services  ·  delete…  ·  Admin →
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6. Online Invoice | stripe - Allow customer to save their card on file when making payment

   I'm invoicing through Xero and I want to allow customers to save their card on file in my stripe account when they pay an invoice.

   This way, we can bill them again in the next cycle. We deal with metered pricing, so the value of the invoice is different each month based on usage.

   7 votes

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   submitted  ·  2 comments  ·  Payment services  ·  delete…  ·  Admin →
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7. Stripe Dashboard Integration

   I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an integration!

   I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an… more

   6 votes

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   submitted  ·  1 comment  ·  Payment services  ·  delete…  ·  Admin →
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8. Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice

   At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.

   5 votes

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   submitted  ·  0 comments  ·  Payment services  ·  delete…  ·  Admin →
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9. Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice

   To make the credit card fee or online payment fee visible in the invoice.

   Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

   35 votes

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   16 comments  ·  Payment services  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
   • Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer

   We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up… more