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Brian Higgins
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5 votesBrian Higgins
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4 votesBrian Higgins
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An error occurred while saving the comment Brian Higgins
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2 way synchronization of Invoices with Stripe.
Lots of 3rd party CRM and CMS tools can be used to generate customer invoices directly with Stripe, but currently there seems to be no way to get that invoice data (line item details) into Xero. It would be very helpful for the account linking of Xero to Stripe to download invoices created inside Stripe, regardless of what generated the invoice or how, and see the invoice from within Xero (even if it displays as read only). This way when you reconcile the transaction it will correctly track the different items and accounts that made up the total invoice without needing to manually split the transaction each time.
Even nicer would be to see the invoice Xero creates be pushed to Stripe as an invoice as well, this would allow generating invoices from Xero that are recognized in the 3rd party CRM & CMS systems that also talk to Stripe.
When a repeating invoice triggers a draft invoice to be created, it's created with the qty in the repeating template. But lets say that there is an updated quantity that the customer needs to be charged starting this month. This requires updating the draft, and then also updating the repeating template. It should be possible to update either the draft OR the repeating template and then save those changes in such a way they update the other. i.e. if I update the repeating template I should be able to then apply those changes to any draft invoices that the template was used to create so that I don't have to update the quantities twice. Updating the template from the draft would be nice as well, but as long as there is a way to do one of the two it eliminates double work & entry.
We have lots of invoices that repeat but the exact quantity used each month will sometimes vary seasonally, so for those that do, we have to update the quantity of the items twice each month.