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65 results found

  1. Sales Invoice - Mark as shipped or processed

    29 votes

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    submitted  ·  10 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jean Marc Zanni supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    242 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

  3. Projects - Notes or Description field in Projects

    120 votes

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    38 comments  ·  Projects & tracking » Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

  4. Quote - Ability to view previous iterations of a quote

    24 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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  5. Invoice Payment- Stripe Partial payments

    234 votes

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    118 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we wanted to provide an update as we've been working on development for accepting deposit payments(another highly voted idea).

    This week we began rolling out a solution for deposits powered by Stripe to a limited group of users. We know this functionality will also bridge the gap for customers in this idea, and have included anyone that's voted here and is connected to Stripe in this early rollout. We'd love to hear your feedback - You'll receive a banner in your organisation on how to use this feature.

    I'll be back again with more news as the rollout progresses. 😊

    Jean Marc Zanni supported this idea  · 
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    Jean Marc Zanni commented  · 

    should also exist for bills.

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