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1. Hubdoc - Document Merge

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   30 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.

   We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.

   We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks

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   J H commented  ·  30 September, 2022  ·  Edit…  ·  delete…

   Seems like Hubdoc has lost more than it’s gained since it was acquired. I’d be surprised to see any notable improvements. Feel they bought it for the tech to add directly to Xero.

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   J H supported this idea  ·  07 April, 2022

2. Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice

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   18 comments  ·  Invoices & quotes » 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
   J H supported this idea  ·  07 April, 2022