Settings and activity
17 results found
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47 votes
Kobe Watkins
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92 votes
Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.
Kobe Watkins
supported this idea
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98 votes
Hi everyone, we appreciate that as eInvoicing is adopted by more regions and businesses the appetite for supporting eInvoicing across more of Xero’s features is growing.
Over the coming months our product team will be looking into updates to Xero’s repeat invoices templates and support for eInvoicing within these is something that's on our teams radar. When we get to picking this up and being able to explore this deeper, we’ll keep you updated and share if there are any opportunities to bring you into our discovery.
Kobe Watkins
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2 votesKobe Watkins
shared this idea
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415 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Kobe Watkins
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148 votesKobe Watkins
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105 votesKobe Watkins
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20 votesKobe Watkins
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50 votesKobe Watkins
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58 votesKobe Watkins
supported this idea
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45 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
supported this idea
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36 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
supported this idea
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5 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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11 votesKobe Watkins
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43 votesKobe Watkins
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54 votesKobe Watkins
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307 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
An error occurred while saving the comment Kobe Watkins
supported this idea
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This is an essential feature. Should be able to send Remittance according to the branding theme.