Settings and activity
10 results found
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686 votes
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.
An error occurred while saving the comment An error occurred while saving the comment 
Penny O'Toole
commented
Also need a field to show dates of payments / part payments on invoices please.
An error occurred while saving the comment Penny O'Toole
commented
Having a custom field on invoices a great idea.
I need this to ask for deposits.Penny O'Toole
supported this idea
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506 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
An error occurred while saving the comment Penny O'Toole
commented
DEPOSITS ARE A BASIC FEATURE!
There are applications far cheaper than Xero which have this facility.
Xero - are you listening to your customers? We are tired of your long pointless explanations of why this is not a priority for you.
Xero CEO - can we hear directly from you please?An error occurred while saving the comment Penny O'Toole
commented
The response from Kelly Munro (Admin, Xero) does not address this issue at all!
We should not need to go to other payment service providers to collect deposits.
This is a BASIC function which should be part of the BASIC Xero package!
Xero - please give us a straight forward answer - is this even an item for consideration in Xero development? If so, when?
An error occurred while saving the comment Penny O'Toole
commented
Very disturbing that this basic function has not been sorted out by Xero!
Please... why is requesting a deposit on Quotes & Invoices (as an amount, or as a % of the Total) such a huge issue? To quote other customers:- "This is a very disappointing response Xero. Your software is more expensive than others, and you are suggesting we pay more money to other apps to have a basic accounting function."
- "You lost a customer, I did extensive research on features and integrations and I decided to purchase Xero, never did it occur that something so simple and necessary would be missing from your software."
While we wait.... at least give us a field where we can fill in deposits required manually (such as Summary in Quotes)
Penny O'Toole
supported this idea
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39 votesPenny O'Toole
supported this idea
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28 votes
Hi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
Penny O'Toole
supported this idea
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83 votesPenny O'Toole
supported this idea
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114 votesPenny O'Toole
supported this idea
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60 votes
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.
Penny O'Toole
supported this idea
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An error occurred while saving the comment Penny O'Toole
commented
Please include the option of showing a deposit (part-payment) amount on a quote.
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140 votes
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.
Penny O'Toole
supported this idea
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245 votes
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.
Penny O'Toole
supported this idea
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86 votes
An error occurred while saving the comment Penny O'Toole
commented
Yes please. A great idea!
Penny O'Toole
supported this idea
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ATTENTION XERO!
Referring to Andrew Waugh's comment posted today, and so many others like it, it seems that you are not interested in adding the basic features which so many customers have been requesting for many many years.
There is nothing beautiful about your lack of interest in implementing the basics which other far cheaper packages supply.