Invoices & quotes

1044 results found

1. Sales Invoicing - Order acknowledgement

   Between a quote and sales invoice option to create a sales order acknowledgement

   Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.

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   77 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

   In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

   You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

   Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

2. Invoices | Inventory - Add units of measure (UOM) & weight to line items

   Ability to add units of measure (UOM) and weight to line items.

   Purpose: Customers can have clearer information. Because some of the items that Xero users’ sell are having these.

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   178 votes

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   99 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies for the gap since our last update.

   We appreciate your ongoing feedback and additional detail that’s been shared in this thread.

   A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.

   For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.

3. 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.

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   18 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

4. Invoice - Add confirmation popup when clicking Add Payment

   Idea for a warning pop-up message for when clients add payments to invoices
   (usually they haven't matched off by cent variance or something that has made it not match in the reconcile screen) Currently, its to easy for clients to add payment without realising they have also coded this, leading to double return of income/GST paid twice

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Eden, thanks for sharing this suggestion. We understand why having a confirmation prompt on the “Add Payment” action could be helpful in preventing mistakes.

   At the moment, when a payment is entered on an invoice, it is recorded immediately once confirmed. If a selection is made in error, this can require reversing or correcting the transaction afterwards.

   One option in the meantime is to use the bank reconciliation screen with the Find & Match process, where transactions are matched directly against bank statement lines. This can help reduce the likelihood of accidental manual payment entries from within the invoice screen.

   I’ve updated the status of this post to Gaining Support so we can continue tracking interest and gathering more feedback from the community.