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  1. Invoice - Option for customers to add a tip

    12 votes

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    11 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the engagement with this idea, everyone. This isn't possible atm however just to provide some options of being able to add a gratuity or tip to an existing invoice.

    You could have a inventory item set up for this. When a customer provides you a tip you would then edit the invoice and add this item, entering quantity as 1 and tip amount as the unit price. This way you could have the account and tax rate auto entered.

    Appreciate this may not suit all circumstance, but hopefully helps some here.

    We don't have any current plans for this but will update you if there's any news.

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    Dave Parkin commented  · 

    This is a feature that:

    1) Should already be available

    2) Is offered by competitors

    3) Would be very easy to implement

    Like automatic receipts for paid invoices.

    Dave Parkin supported this idea  · 

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    350 votes

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    119 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

    Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

    Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

    As we embark work on the Account Transactions tab we'll be able to revisit…

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    Dave Parkin commented  · 

    Wow. Surprised this isn't a feature. Also surprised by how many people have been asking for it and for how long. I've only been using Xero for a few weeks, but this would be a very welcome feature!

    Dave Parkin supported this idea  ·