Settings and activity
4 results found
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477 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
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Ed Belt
commented
This needs to be a standard function of Xero — without having to pay for and manage another add-on, or forcing customers to pay in a particular way (with extra fees that someone has to absorb).
This is basic business functionality and should be part of Xero as standard. We already pay enough for the platform.
The same applies to having a proper price book and the ability to manage item prices per customer.
Not having these core features creates a lot of extra work and complicated workarounds, which often lead to mistakes.
Ed Belt
supported this idea
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An error occurred while saving the comment Ed Belt
commented
This should be a basic feature of Xero without needing an add on.
Alot of companies require a deposit from customer before they start and this should be able to be displayed on the Quote showing a deposit amount required and the ability for that to work through the system seamlessly and show on the invoice when the invoice is created with out the need to rase multiple invoices for a single simple job or the need to use timely work arounds to work out what a deposit should be and record the track payments.
Given the amount of companies that require deposit's can't understand why this was not in the workflow from the start?
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461 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Ed Belt
commented
Why don't they fix this. Think this speaks volumes about Xero.
This feature is normal practice in business around the world and most other Sofware.
The customer statement is only a report and not really part of Xero so should be a case of just tweaking the report not much work probably less than an afternoon for a competent person. Unless the way they have the database se up in the background is flawed and means the information is not accurate. If that's the case roll your sleeves up and fix it.
Don't know what you have this you guys seem to know better and in most case take no noticeEd Belt
supported this idea
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114 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
An error occurred while saving the comment Ed Belt
commented
Surprised this has not been addressed? How many businesses have the same price for each customer.
Have mixture of one-off clients and ongoing clients and these are all often on different prices and these are reviewed at different times for different clients.
Not having this price book feature by customer means for ongoing customers with fixed pricing this need to be changed on every line for ever item on invoices. This is both very time consuming and also leads to mistakes, also makes the management of customer pricing have to be done in spreadsheets out of Xero.
Have been with Xero for 4 or 5 years and there is a few of these features that you would think were a basic requirement for any system that are not there in Xero, and things don't seem to improving as most of the updates are small and light on missing functionality.
Ed Belt
supported this idea
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53 votesEd Belt
supported this idea
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@Elsa Sosa, This is not what this is about, its about a nice way to take deposits for job before the job starts. The companies I work for don't want to pay any other way than bank transfer. Also invoices to non company customers they are often too big to pay on credit card.
Work flow
1) Send quote to customer
2) Customer may accept online through Xero or just call and discuss and give go ahead the old fashioned way.
3) Customer pays Deposits
4) Job goes ahead some weeks later and only once the job is done final quantity can be measured and the amount to be invoiced can be calculated
5) Invoice created amount for depos applied showing total amount for job less deposit paid
This is the way a lot of trade business run, shouldn't need another app, be forced to use a particular payment method