Settings and activity

65 results found

1. Customer statements - Ability to auto email Statements to customers

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   301 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

   We'd like to invite you into this process to provide further input to our product teams discovery.

   If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

   I'll be back to share more again as this progresses.

   Ana Labosky supported this idea  ·  03 August, 2024

2. Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice

   36 votes

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   16 comments  ·  Invoices & quotes » Payment services  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
   • Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer

   We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.

   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… more
   Ana Labosky supported this idea  ·  03 August, 2024

3. Xero Central - Advertise Xero Product Ideas on the Support Page

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   2 comments  ·  Security & support » Security  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, we’ve now made Product Ideas available in Xero Central search, you’ll spot them in the results with their green label for “Product Idea” or you can filter your search under “What do you want to do?” to select “Share an idea”. 😁

   As mentioned in our last update we’re also looking into making Product Ideas easier to find - we’ll update this idea once we’ve got more to share.

   Ana Labosky supported this idea  ·  03 August, 2024

4. Sales Invoices - Issue progress payments on invoices for project/instalment

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   117 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we'd like to share an update with you all.

   We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

   We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

   We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

   Ana Labosky supported this idea  ·  02 November, 2023

5. Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms

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   submitted  ·  62 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Ana Labosky supported this idea  ·  02 November, 2023