Settings and activity
5 results found
-
236 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
An error occurred while saving the comment -
21 votes
Michelle Smit
supported this idea
·
-
41 votesMichelle Smit
supported this idea
·
-
530 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Michelle Smit
commented
This would be really useful to us for quotes!
-
525 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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
·
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