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4 results found

  1. Inventory: Lock items from being affected by customer discount

    12 votes

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    4 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    Julian Grant supported this idea  · 

  2. Invoices - Xero to Create/Assign invoice number when importing

    61 votes

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    submitted  ·  23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Julian Grant commented  · 

    The fact this is missing in the new invoice module is harmful to us. Please fix it.

    Julian Grant supported this idea  · 

  3. Contacts - Import with contact Group

    135 votes

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    submitted  ·  50 comments  ·  Contacts & files » Contact  ·  Admin →
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    Julian Grant commented  · 

    You need to add a field to the template to do this. Its such a pain otherwise.

    Julian Grant supported this idea  · 

  4. Proforma Invoice - Ability to apply part payments before converting to invoices

    145 votes

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    37 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.

    Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.

    We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.

    Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.

    Julian Grant supported this idea  ·