Settings and activity
9 results found
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53 votes
Hi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
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Cass Moore
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728 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
An error occurred while saving the comment Cass Moore
commented
Hi Zvi
You can do a minor adjustment when reconciling - its at the bottom of the page
#3 "The sum of your selected transactions must match the money spent. Make adjustments, as needed." - select "minor adjustment"Cass Moore
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428 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Cass Moore
commented
Oh, I thought this was a request to add 30,60,90 days to the statements that are emailed to each customer.... not to the report about customers as the reply from xero seems to refer to - we already do that.
But it would be great to email a customer a statement that shows the portion owing for that month, and each previous month, ie: 30,60,90 days - as in Sandra Tuckers attachment
Cass Moore
supported this idea
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42 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
Cass Moore
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
515 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment Cass Moore
commented
I would love a "SEND RECEIPT" TICK BOX in the RECONCILIATION BOX on the reconcile page... ie:
Match - Create - Transfer - Discuss - "SEND RECEIPT" TICK BOX
Will save hours!
An error occurred while saving the comment Cass Moore
commented
I would love a "SEND RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page... ie:
Match - Create - Transfer - Discuss - "SEND RECEIPT" TICK BOX
An error occurred while saving the comment Cass Moore
commented
Would love a "CREATE RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page:
Match - Create - Transfer - Discuss - "CREATE RECEIPT" TICKBOX
It could also be a "SEND REMITTANCE" tickbox in the case of payments
An error occurred while saving the comment Cass Moore
commented
Option to turn on - Auto send receipts when reconciled
Option to turn on - Auto send remittance when payments reconciledAs soon as possible please - will save hrs per week!
This is a necessary everday process.An error occurred while saving the comment Cass Moore
commented
It will save at least 5 hrs a week
Cass Moore
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521 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Cass Moore
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317 votesCass Moore
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34 votesCass Moore
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8 votesCass Moore
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Please enable ASAP - we use Stripe and have customers that would love to spread payments with afterpay and most have not heard of Klarna