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  1. 405 votes

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    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  · 
  2. 405 votes

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    Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

    In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

    However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

    While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

    We’ll be sure to keep you updated…

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    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  ·