Settings and activity
3 results found
-
404 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Steve Hindmarsh supported this idea ·
-
38 votes
Steve Hindmarsh supported this idea ·
-
303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Steve Hindmarsh supported this idea ·
An error occurred while saving the comment
This has caused considerable inefficiency and confusion for both our clients and ourselves. Leading to a duplication of work and it has introduced an element of doubt into our interactions with a range of finance departments. This erodes trust and looks bad for our company name as well as for Xero as an effective finance system. I struggle to understand why I would want to attach something and not have it sent? I appreciate there may be some function or need where people may want to attach something and not send, but this doesn't fit our needs. I would be grateful if attach with invoice could be set to default. And the option to not attach to be selected. I appreciate you may get a similar level of dissatisfaction from a as yet unheard audience who wish to attach things and not send. Please let us know if you make changes as we have had to redo a whole invoice run. Poor comms on the part of Xero.
In addition to the other Vote around this area, we do not want Send Copy invoice automatically selected as a default.