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  1. Invoices - Option to set direct bank transfer payment option on Invoices

    4 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Loren AHRENS commented  · 

    The functionality is supported through the Stripe API, this just needs to be implemented by Xero. I have also contacted Stripe, which suggested I contact Xero, since they support the feature to re-order payment options.

    I was only offering bank transfer but some of my smaller invoices, sub $1k, would like to use a credit card and I have to resend the invoice with that payment method included.

    I have updated the template to let customers know to respond if they'd like to use a credit card and I try to remember to include it for the smaller invoices.

    It would be great to just implement what Stripe has already built.

    https://docs.stripe.com/payments/customize-payment-methods?locale=en-GB

    Loren AHRENS supported this idea  · 

  2. Inventory: Tracked serial numbers

    21 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Loren AHRENS commented  · 

    I am required by regulations to include serial numbers on invoices. I am currently feeding my invoices back to Salesforce and sending from there so I can add the serial numbers before sending. Even a free text field column added to the invoice would help.

    Loren AHRENS supported this idea  ·