Settings and activity
40 results found
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59 votes
An error occurred while saving the comment An error occurred while saving the comment 
Bee Hesketh
commented
We have to add notes to our calendar to remind us to allocate credits before doing the direct debit pay run. This is such a pain, and just leaves us open to making mistakes and annoying our customers.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
An error occurred while saving the comment Bee Hesketh
commented
Any idea when you are going to make GoCardless automated features a useable feature?
An error occurred while saving the comment Bee Hesketh
commented
Firstly, there are some basic functions totally missing from repeating invoices:
1. Being able to apply a credit to future repeating invoices
2. (So that payment doesn’t accidentally get taken by direct debit when there is a credit on the account.)
3. Schedule a time for repeating invoices to be generated and sent
4. Schedule a time invoice reminders to be sent
(Currently my clients receive their invoices and reminders in the wee hours of the morning which looks really unprofessional.)Then there’s the integration with GoCardless automated payments… Which is, well, totally unusable (for me anyway).
I need one of the following for it to be able to work for me:
1. Be able to turn off invoice reminders for an invoice branding theme
2. Or be able to ‘Collect Now’ rather than on the Due DateCurrently, if I use automated payments as it is, then customers will receive invoice reminders every month for their repeating invoices, when they shouldn’t as payment is processing. I know I can turn off invoice reminders for a customer entirely, but then they won’t receive reminders for any one-off invoices, which are usually higher value and so not taken by direct debit.
So for the foreseeable, this leaves me manually collecting payments in GoCardless for the rest of my working life.
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16 votes
An error occurred while saving the comment Bee Hesketh
commented
Yet another limitation of repeating invoices. Very frustrating
Bee Hesketh
supported this idea
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1,043 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Bee Hesketh
commented
Any update on this? Seems as though it is a standard feature with Quickbooks.
Bee Hesketh
supported this idea
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33 votes
Hey everyone, thanks for all the support and engagement on this idea.
To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.
While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.
We’ll be sure to post an update here if our plans change.
An error occurred while saving the comment Bee Hesketh
commented
Either fix the issues with the GoCardless integrations, or give us a bank feed. The lack of functionality currently is incredibly poor.
Bee Hesketh
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20 votesBee Hesketh
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15 votesBee Hesketh
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4 votesBee Hesketh
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33 votes
An error occurred while saving the comment Bee Hesketh
commented
We are stuck running our direct debit on the 20th of every month because of this. It doesn't matter whether I'm on holiday or it's the weekend, it has to be the 20th because we can't select "the last Friday" (or similar) for our repeating invoices.
If we don't sort the direct debit at this time, then customers start receiving invoice reminders (when they shouldn't) because there is no way to turn those off for specific repeating invoice templates paid by direct debit.
More and more businesses are running on similar subscription models, yet Xero are still in the dark ages.
Bee Hesketh
supported this idea
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7 votesBee Hesketh
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27 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
An error occurred while saving the comment Bee Hesketh
commented
This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?
An error occurred while saving the comment Bee Hesketh
commented
Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
shared this idea
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14 votesBee Hesketh
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23 votesBee Hesketh
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153 votesBee Hesketh
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14 votesBee Hesketh
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14 votesBee Hesketh
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33 votesBee Hesketh
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4 votesBee Hesketh
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10 votes
An error occurred while saving the comment Bee Hesketh
commented
Might have to have a look at Sage then. This is really frustrating and wastes so much of our time. Xero shouldn't advertise this integration, it is barely functional.
An error occurred while saving the comment Bee Hesketh
commented
Almost 2 years and we are still waiting for you to fix major issues with the GoCardless integration....?
An error occurred while saving the comment Bee Hesketh
commented
I've had two phone calls with Xero now about this issue. Both agents have acknowledged that there are issues with the setup, and after trying to find workarounds can see that we are unable to use GoCardless effectively via Xero (due to Xero).
However, they have also told me that it isn't on the Product Team's agenda. So sounds like it is not going to be resolved.
I would not recommend Xero for any businesses out there who offer subscription services. I will certainly be looking elsewhere.
An error occurred while saving the comment Bee Hesketh
commented
This would be so useful! We want to setup GoCardless automated payments, but we can't for this exact reason. And there is no way to turn off invoice reminders for repeating invoice templates, so we can't simply change the due dates to the same day for direct debit customers.
Really frustrating because taking payments automatically would save so much time.
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639 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Bee Hesketh
commented
This would be so useful for us so that we can quickly and easily see which customers are in contract and which we need to look at renewing contracts for. It would save us so much time.
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87 votes
As a subscription based business, this would be so helpful seeing as the majority of our invoices every month are repeating