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  1. 780 votes

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    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

  2. 18 votes

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    James Beylotte shared this idea  · 
  3. 105 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

  4. 1,450 votes

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    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

  5. 251 votes

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    Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

    We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

    Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

    To be transparent, this work isn’t currently on our roadmap.

    For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

  6. 62 votes

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    Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.

    Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.

    However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.

    We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.

  7. 247 votes

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    Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.

    We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.

  8. 694 votes

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    Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.

    However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.

    As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.

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