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1. Invoicing - Customers to pay deposits on invoices

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   118 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

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   Gorden Lam commented  ·  23 April, 2024  ·  Edit…  ·  delete…

   We require a deposit before we can secure a booking for the customer. I was looking for a way to accept partial payments from XERO since 2017, it is now 2024 and it's unfortunate that nothing has changed. I continue to have to call the customer over the phone to get their credit card number so that I can manually charge a 50% deposit and process it on Stripe, then manually enter the deposit on XERO. This tends to be very time consuming and does not allow for an efficient payment process. Even Quickbooks invoicing accepts partial payments and has had that function for a while.

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   Gorden Lam supported this idea  ·  23 April, 2024