Settings and activity
4 results found
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45 votes
Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.
They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.
We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️
I'll be back to share where this works leads and next steps around this idea. 😊
An error occurred while saving the comment -
256 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
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Duncan Harriss
commented
Why is it only limited to a card payment - I want to be able to invoice 50% of a total project quickly and easily to a client and have them pay me how they want which is usually by debit eft payment. Limiting it to card only i don't understand.
The other link you send us to for an eft payment process is way to complicated. Even being able to say create an invoice with 50% of the line items in the total would help rather than having to manually go and reduce every line item in the draft invoice -
28 votes
An error occurred while saving the comment Duncan Harriss
commented
Have it take the item code over from the project so we don't need to re-enter it, and be able to change the item code without it force changing an already populated description, quantity and price. Very annoying you create a draft invoice from a quote or quote from a project quote and then need to readd all the information
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54 votes
Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
An error occurred while saving the comment Duncan Harriss
commented
Really would like to be able to multi select and update expected date in bulk in Invoices Awaiting Payment section
Duncan Harriss
supported this idea
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This is great - if we can invoice a deposit (of 50% in our case) on quote acceptance AND they need to be able to pay by other payment type not just card or stripe