Settings and activity
6 results found
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211 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
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21 votes
Michelle Smit
supported this idea
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35 votesMichelle Smit
supported this idea
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85 votes
Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.An error occurred while saving the comment Michelle Smit
commented
Argh! Same old story with Xero quotes. No auto reminders (STILL) and no easy was of obtaining a link to a customer quote. Very poor. I'm having to create a Zap between Xero and one of our other apps to automatically send a reminder to our customers if they haven't accepted their quote - it's insane!
Michelle Smit
supported this idea
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237 votes
An error occurred while saving the comment Michelle Smit
commented
This would be really useful to us for quotes!
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484 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
An error occurred while saving the comment Michelle Smit
commented
Can't believe nothing has been done to implement this yet. It's clearly a requirement for Xero customers. I still can't believe it wasn't a functionality from day 1.
Michelle Smit
supported this idea
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An error occurred while saving the comment Michelle Smit
commented
I would most certainly find Quote Reminders useful. Would save me so much time and hassle having to go through quotes which haven't been accepted by a certain date. I can't understand how this is a feature for invoicing but not for quotes? Seems a bit odd to me, particularly since there is an expiry date for quotes but the system takes no action when the expiry date arrives? There is so much interest in this already, but Xero are "continuing to monitor the interest"?
My goodness! This was first logged in 2012 and nothing has been done! What's the point of voting for something if Xero just ignores their customers