Settings and activity
19 results found
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80 votes
Kobe Watkins
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2 votesKobe Watkins
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83 votesKobe Watkins
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115 votesKobe Watkins
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57 votesKobe Watkins
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11 votesKobe Watkins
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43 votesKobe Watkins
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13 votesKobe Watkins
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82 votes
An error occurred while saving the comment Kobe Watkins
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44 votesKobe Watkins
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83 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
Kobe Watkins
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38 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
Kobe Watkins
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33 votes
Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
Kobe Watkins
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4 votes
Hi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.
Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.
You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.
Kobe Watkins
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7 votesKobe Watkins
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5 votesKobe Watkins
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34 votesKobe Watkins
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45 votesKobe Watkins
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252 votes
An error occurred while saving the comment Kobe Watkins
commented
This is an essential feature. Should be able to send Remittance according to the branding theme.
Kobe Watkins
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I could potentially accept this if the limits actually worked. However both my "billing month" and "calendar month" have rolled over and I am still unable to approve any new bills.