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  1. 2 votes

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    Gary Young commented  · 

    With the removal of the classic invoice option and only being able to use the new invoicing option in September, how can you format the item description of an invoice with the way this new function works.

    To format it so that it is readable means that it looks very UNPROFESSIONAL with full stops or some other character to ensure that the formatting remains as required.
    Can the truncation of the description of spurious characters just be made optional rather than it being forced on everyone?

    Gary Young shared this idea  · 
  2. 274 votes

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    Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

    ✍️ If this is something you’d like to be a part of, please …

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    Gary Young commented  · 

    I could not find anything in Stripe that allowed anything but the full amount of the invoice to be accepted.
    How can you allow Stripe to enter the amount to be paid that is less than the invoice amount?

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    Gary Young commented  · 

    Stripe settings are controlled by Xero when you link the payment services through, hence you cannot change the payment settings in Stripe to allow for a partial payment. We have set up our invoices so that the deposit amount is shown on the invoice through use of macros in the word setup for the invoices.
    This works fine if the customer pays via bank transfer as they pay the amount that is shown. However, if they wish to pay by credit card (through Stripe) Xero does not allow Stripe to accept anything other than the full amount. Just change the settings on the link to Stripe to allow for this to happen and it may solve a lot of issues for many of the users.

    Gary Young supported this idea  · 
  3. 2 votes

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    Gary Young shared this idea  · 
  4. 72 votes

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    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

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    Gary Young commented  · 

    Not only is it necessary for a comment line, but it is essential that the 'New Invoice' option is altered so that it does NOT automatically remove leading/trailing carriage returns, spaces etc. This is what happens currently with the line item description.
    Our invoice must clearly define the custom made details of the item being sold.
    The 'New Invoice' means we cannot clearly show the item being delivered.
    Also please refer to another request that when invoice details are extracted, either to Excel or in the Receivable Invoice Detail Report that these details are extracted in the same sequence as the invoice and include all of the formatting of the line item.

    Gary Young supported this idea  · 
  5. 28 votes

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    Gary Young commented  · 

    I agree completely. You need the ability to customise the packing slip in the same manner as the invoice/credit note etc without the need to change the branding theme back and forth. Nor is it appropriate to have the invoice and packing slip in a combined document to be viewed by the customer.

    Gary Young supported this idea  ·