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1. Hubdoc - Document Merge

   182 votes

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   21 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) responded

   Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 

   
   

   That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 

   
   

   For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

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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

   33 votes

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   14 comments  ·  For small businesses » Business features  ·  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