Settings and activity
60 results found
-
27 votes
An error occurred while saving the comment 
Ana Labosky
supported this idea
·
-
61 votes
Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.
Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.
However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.
We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.
Ana Labosky
supported this idea
·
-
8 votes
Hi team, we appreciate interest in being able to report on invoices related to quotes and vice versa. This isn't something we have immediate plans of but are continuing to keep a close eye on the feedback and support here.
We'll share if there are any updates.
Ana Labosky
supported this idea
·
-
10 votes
An error occurred while saving the comment Ana Labosky
commented
ability to view if client viewed and opened quote
-
15 votesAna Labosky
supported this idea
·
-
12 votes
Thanks for sharing details behind your needs in this request, everyone.
Right now, accepting deposits with Stripe (that’s in the process of being rolled out) is limited to approved invoices rather than quotes, so paying directly from a quote isn’t supported in the current release.
We do see the value in enabling payment earlier in the sales flow, and future plans for deposits include exploring earlier stages such as quote-based workflows. We’ll return with more news here if, and when that becomes more concrete.
Ana Labosky
supported this idea
·
An error occurred while saving the comment Ana Labosky
commented
this will allow the client to make a initial deposit once quote is accepted.
-
19 votes
An error occurred while saving the comment Ana Labosky
commented
adding delivery address will allow for the creation of a correct PO
-
26 votes
An error occurred while saving the comment Ana Labosky
commented
ability to track PO, Bill and Invoices related to quote
Ana Labosky
supported this idea
·
-
7 votes
An error occurred while saving the comment Ana Labosky
commented
attach a movie
-
8 votesAna Labosky
supported this idea
·
-
116 votesAna Labosky
supported this idea
·
-
16 votes
Thanks for the interest in this idea, everyone. We appreciate some customers use other apps to regularly interact with their customers including Whatsapp, and are continuing to pay close attention to the support for this idea.
If there's any news we'll share with you all.
Ana Labosky
supported this idea
·
-
54 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
Ana Labosky
supported this idea
·
-
23 votes
An error occurred while saving the comment Ana Labosky
commented
or templates for different types of quotes / estimates.
Ana Labosky
supported this idea
·
-
537 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Ana Labosky
supported this idea
·
-
680 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Ana Labosky
supported this idea
·
-
649 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Ana Labosky
supported this idea
·
-
16 votesAna Labosky
supported this idea
·
-
151 votes
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.
Ana Labosky
supported this idea
·
-
507 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Ana Labosky
supported this idea
·
An error occurred while saving the comment Ana Labosky
commented
This is a great Idea, but we should be able to accept the first deposit via the Quote / Estime once its approved (enable a signature via web or mobile once accepted) then create invoies based on the down payment amounts and put on waiting approval to be sent to the client once contract step is completed.
Nice is it going to be considered