Settings and activity
3 results found
-
159 votes
Hi team, we appreciate you continuing to share with us through this idea.
We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.
Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.
While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.
Mala Keshav
supported this idea
·
An error occurred while saving the comment -
8 votes
Oops, looks like this might have accidentally been moved to the wrong status, thanks for letting us know. We've now moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Mala Keshav
shared this idea
·
-
38 votes
Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.
Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.
An error occurred while saving the comment Mala Keshav
commented
We have two entities we operate particular services under both entities have their own bank accounts, and some clients use both services. So we created two branding themes to manage this. However, when sending out statements the invoices under that clients name are collated together regardless of the branding theme on the invoices. and the statement displays the bank account number with the branding theme. Its so illogical to not be able to sort the invoices on the statements according to the branding theme. We currently have an incomplete billing process end to end.
It sounds so logical now, but we should be able to pick the statement branding these and xero automatically matches the branding these of the invoices to the statement. That way all the bank details are the consistent from brand, and bank account number to invoice and to statement.
Seems like an easy logical fix to me. to not complete the full invoicing process end to end properly is nonsensicle.
Mala Keshav
supported this idea
·
Ha! So there is guide to proforma invoices on the xero public website
https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
But no way to actually create one in Xero, when it is needed by their clients .. Interesting...
We haven't needed this since the last year and have had to do off system work arounds. It would be helpful to have this functionality in Xero