Settings and activity
47 results found
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25 votes
Cristine ten Hoopen
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47 votesCristine ten Hoopen
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6 votesCristine ten Hoopen
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11 votesCristine ten Hoopen
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21 votesCristine ten Hoopen
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45 votesCristine ten Hoopen
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18 votesCristine ten Hoopen
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211 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
Cristine ten Hoopen
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16 votesCristine ten Hoopen
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226 votes
Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Cristine ten Hoopen
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232 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Cristine ten Hoopen
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349 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Cristine ten Hoopen
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41 votesCristine ten Hoopen
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9 votesCristine ten Hoopen
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7 votesCristine ten Hoopen
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6 votesCristine ten Hoopen
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24 votesCristine ten Hoopen
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3 votes
Hi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
Cristine ten Hoopen
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16 votes
Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.
Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.
The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.
If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.
To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.
Cristine ten Hoopen
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18 votesCristine ten Hoopen
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