Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoicing - Add Payment details on invoice screen

    377 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    77 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate having the payment option directly on the invoice screen has been widely anticipated by everyone on this idea. I'm happy to share that this feature has just started rolling out to customers and will be with everyone in the next couple of weeks.

    When available you'll find this shows as a record payment section that sits beneath an Awaiting payment invoice on the page. I'll be back to confirm once this is fully rolled out.

    An error occurred while saving the comment
    Chunbin Zhang commented  · 

    I dont like to click into deposit as it takes a lot of clicks also. Can there be a quick "add payment" feature on the awaiting payment page so we can just do it there without having to click into the invoice? All our customers pay with a reference so we have no need to go into the invoice to check details when the summary is already there on the awaiting payments screen. Even just a pop up box to record the date payment received, similar to what pops up now in the invoice when you click add payment, but on the awaiting payment screen.

    Chunbin Zhang supported this idea  ·