Settings and activity
2 results found
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464 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
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Sebastien Perdriau
commented
Hi Rudi,
Why is this feature tied to a Stripe membership? We won't be paying for Stripe membership and would like to record deposit payments in Xero. For our business, most jobs are scheduled upon payment of a deposit and currently it's a very clumsy process.
It would be great to have an option of Xero-only subscribers.
An error occurred while saving the comment Sebastien Perdriau
commented
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.
Sebastien Perdriau
supported this idea
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415 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Sebastien Perdriau
supported this idea
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If you would like inspiration on how to integrate taking deposits on quotes, have a look at how Jobber does it. We worked with them for years and it was seamless: https://help.getjobber.com/hc/en-us/articles/115009379007-Deposits-on-Quotes