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1. Invoicing - Customers to pay deposits on invoices

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   103 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

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   Kamil Salter commented  ·  22 September, 2023  ·  Edit…  ·  delete…

   Please add this solution to xero invoices. Most Quickbooks invoices that I see have a partial payment option.

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   Kamil Salter supported this idea  ·  22 September, 2023

2. Contacts Reporting - Including contact address and balance due/owed

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   1 comment  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi MoGio, if this is for viewing your customers you might find Smart Lists allows you to accomplish what you need? 

   This list can then be exported from your org. 

   
   

   It would be good to get more detail on how this data in one view would help your business in it's day-to-days. 

   Kamil Salter supported this idea  ·  27 January, 2023