Settings and activity
7 results found
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152 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
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Darren Barson
commented
I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk
1. Create a PROFORMA invoice branding theme
2. rename the QUOTE template as 'PRO FORMA INVOICE'
3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme
4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here
5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information
6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt
7. email the invoice to the customer for their records
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532 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Darren Barson
supported this idea
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100 votesDarren Barson
supported this idea
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248 votesDarren Barson
supported this idea
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266 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Darren Barson
supported this idea
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352 votes
Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
Darren Barson
supported this idea
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762 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Darren Barson
supported this idea
·
I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk
1. Create a PROFORMA invoice branding theme
2. rename the QUOTE template as 'PRO FORMA INVOICE'
3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme
4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here
5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information
6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt
7. email the invoice to the customer for their records