Settings and activity
3 results found
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155 votes
Hi team, we appreciate you continuing to share with us through this idea.
We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.
Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.
While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.
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Mark Hart
supported this idea
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46 votes
Thanks again for sharing how useful it'd be for customers to pay as soon as they accept a quote. We’re developing a way for a business to request a deposit on a quote, as a fixed amount or percentage.
Once available and a quote is accepted, Xero will automatically create and send the deposit invoice, and the customer will be able to go straight to online payment. Helping to reduce manual follow-ups and help you secure bookings or upfront costs at the point of acceptance. ✨
It's currently with a small group of users. We’ll keep you updated as it rolls out more widely, which is likely to be in the new year.
Mark Hart
supported this idea
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13 votes
An error occurred while saving the comment Mark Hart
commented
Critical feature in my mind when doing lengthy quotes
An error occurred while saving the comment Mark Hart
commented
On quotes and invoices, I would like it if each line was numbered downwards, i.e. 1, 2, 3....... etc, as we do many quotes and invoices which are large in content, so when trying to point out an item to a colleague or customer it can be difficult at times to identify the correct line if some of the item codes are very similar. Would anyone else like to see this?
Mark Hart
supported this idea
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A card payment link for pro forma invoices should be standard practice, this is where Xero is lacking the understanding business requirements, just another IT company!