Settings and activity
8 results found
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13 votes
An error occurred while saving the comment An error occurred while saving the comment 
Mr Sol
commented
If you set up a connection between Xero and Go Cardless, Xero marks invoices as "paid" on the due date, without any actual confirmation of a successful payment from Go Cardless.
So even if Go Cardless subsequently fails to fetch the payment - Xero has still marked it as paid and you will not get any notification.
That is generally very bad practice to tell a customer their invoice has been paid when it has not. For example, the customer account doesn't have enough money in it and then the funds collection fails. The invoice is still marked as paid in Xero.
This should be rectified to only mark Direct Debit invoices in Xero as paid once the Go Cardless payment status reaches "Confirmed".
Mr Sol
supported this idea
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4 votes
An error occurred while saving the comment Mr Sol
commented
Hello, If you are using Go Cardless please vote for this feature request https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
An error occurred while saving the comment Mr Sol
commented
Voted. Please vote on this one too: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
Mr Sol
supported this idea
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38 votes
An error occurred while saving the comment Mr Sol
commented
Hello, If you are using Go Cardless please vote for this feature request https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
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6 votes
An error occurred while saving the comment Mr Sol
commented
Hello, If you are using Go Cardless please vote for this feature request https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
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7 votes
An error occurred while saving the comment Mr Sol
commented
Voted. Please vote on this one too: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
Mr Sol
supported this idea
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7 votes
An error occurred while saving the comment Mr Sol
commented
Voted. Please vote on this one too: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
Mr Sol
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
335 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
An error occurred while saving the comment Mr Sol
commented
Wow - 7 years waiting..... How many price increases did we get ;-)
We really need automated receipts.... thanks. These should be turn on / off options in our settings, so for example, we only send these when someone pays with credit card.
Mr Sol
supported this idea
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482 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Mr Sol
supported this idea
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I have spoken to Go Cardless, and they confirm this is a Xero programming matter and if Xero wanted to, they could reasonably easily modify this set up, because Go Cardless already sends the various payment status calls to Xero.
So, I propose Xero could give us a "switch" toggle choice in the Go Cardless > Xero integration set up screen page:
Choose when you would like Xero to mark invoices paid:
1) Mark paid on the Due Date;
2) Mark paid when Go Cardless payment status reaches "Confirmed"
That way, it would satisfy most users. As the data is already coming from Go Cardless, this should be a fairly straightforward change for Xero developers to implement!