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1. Invoicing - Customers to pay deposits on invoices

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   118 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

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   Sebastien Perdriau commented  ·  19 November, 2024  ·  Edit…  ·  delete…

   Our business needs to accept a deposit payment on a QUOTE, before work commences which allows us to cover the materials / consumables costs of the job. This payment is then accounted for in the invoice that is created after work is completed. Ie, the invoice is created from the quote. We will occasionally create invoices before work is completed for larger jobs where instalment payments are required.

   On our current system the deposit is an optional line after the Quote total and there is an option to enter this as a % or $ amount (see attachment).

   The lack of this functionality in Xero is the reason we have resisted moving over to Xero for so long.

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   Sebastien Perdriau supported this idea  ·  19 November, 2024