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8 results found

  1. Proforma Invoice - Ability to apply part payments before converting to invoices

    66 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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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

  2. Pro forma Invoicing - Automatically match with the same code in Balance sheet

    28 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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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

  3. Sales Invoices- Flag as 'in dispute / query'

    450 votes

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    submitted  ·  131 comments  ·  For small businesses » Business features  ·  Admin →
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    Darren Barson supported this idea  · 

  4. Subscription Invoices - attach as pdf

    66 votes

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    14 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Darren Barson supported this idea  · 

  5. Repeating Invoices - Generate invoice before invoice date

    176 votes

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    submitted  ·  91 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Darren Barson supported this idea  · 

  6. Reporting - Report that shows Repeating Invoices

    189 votes

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    submitted  ·  75 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Darren Barson supported this idea  · 

  7. Reporting: Customer Payment Performance - payment date and number of days late

    283 votes

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    77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Darren Barson supported this idea  · 

  8. Invoices/Bills - Feature to 'write off' as bad debt

    659 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Darren Barson supported this idea  ·