Settings and activity
10 results found
-
45 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. 🙂
An error occurred while saving the comment 
Cass Moore
supported this idea
·
-
688 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
supported this idea
·
-
38 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
·
-
76 votes
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!
Cass Moore
supported this idea
·
-
98 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Cass Moore
supported this idea
·
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
-
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
343 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
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
supported this idea
·
-
504 votes
Hi team, we 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 just 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…
Cass Moore
supported this idea
·
-
294 votesCass Moore
supported this idea
·
-
33 votesCass Moore
supported this idea
·
-
8 votesCass Moore
supported this idea
·
Please enable ASAP - we use Stripe and have customers that would love to spread payments with afterpay and most have not heard of Klarna