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← Share and support customer ideas for Xero

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4 results found

  1. Invoice - Show credit applied on PDF of invoice

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Tara Yensch supported this idea  · 

  2. Invoicing - Add Payment details on invoice screen

    346 votes

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    67 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminLogan Hughes (Admin, Xero) responded

    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.🙂

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    Tara Yensch commented  · 

    Relocating the payment grid to a pop-up is incredibly inefficient for those processing bulk international payments against clearing accounts, particularly as you can no longer copy exchange rates from within the invoice while processing a manual payment via the pop-up.

    Having capacity to free-key the field as a calculator like other fields in Xero would also be beneficial.

    Tara Yensch supported this idea  · 

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

    180 votes

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    submitted  ·  58 comments  ·  For small businesses » Business features  ·  Admin →
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    Tara Yensch supported this idea  · 

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

    208 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Tara Yensch supported this idea  ·