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506 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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Chris Pritchard
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187 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Chris Pritchard
commented
For some time now, I have been experiencing an issue with contact records in XERO.
As I understand it, XERO will not allow what it considers to be duplicate contacts based on name alone. For example, if I add a customer called Mr Michael Smith, and then a few months later need to add another customer with exactly the same name, XERO will not allow this because that name already exists.
As a workaround, I might create the second contact as Mr M Smith. If I then need to add a third customer with the same name, I might use M Smith. The problem is that this only works for so long. Eventually, I run out of sensible variations, and it becomes increasingly difficult to add genuine customers who happen to share the same name.
Because the contact name appears on documents, it does not seem appropriate or professional to name customers Mr Michael Smith (1), Mr Michael Smith (2), and so on.
Is there any way for XERO contacts to distinguish customers by name and address together, rather than by name alone?
I am sure this must be an issue for many XERO users, as it is entirely possible to have multiple customers with the same name, each living at a different address.
I would be grateful if you could let me know whether there is a better way to manage this within XERO, or whether an update could be considered to resolve the problem.
Chris Pritchard
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37 votesChris Pritchard
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120 votesChris Pritchard
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1,437 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Chris Pritchard
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1,249 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Chris Pritchard
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56 votes
Hi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.
This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳
It's in the process of being released to all users and I'll round back to confirm when available to all!
An error occurred while saving the comment Chris Pritchard
commented
It looks as though this option is currently only available to customers in the USA. Is there an equivalent option for UK customers, or can this be enabled for UK accounts as well?
Chris Pritchard
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73 votesChris Pritchard
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54 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
Chris Pritchard
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14 votes
Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
An error occurred while saving the comment Chris Pritchard
commented
Why are you allowing all these spam messages?
Chris Pritchard
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252 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Chris Pritchard
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183 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Chris Pritchard
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18 votes
Appreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
Chris Pritchard
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105 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
Chris Pritchard
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31 votesChris Pritchard
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115 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
Chris Pritchard
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146 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
Chris Pritchard
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164 votesChris Pritchard
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192 votesChris Pritchard
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232 votesChris Pritchard
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The idea of accepting deposits via Xero is great in principle, and it is something I already do.
I take a 50% upfront payment upon acceptance of the quotation, but this is always taken by bank transfer. I do not want to incur the transaction fees associated with card payments, as for us these can amount to hundreds of pounds.
I was hoping that the feature you have developed would not rely solely on accepting card payments.
At present, I manage the process by taking 50% into the bank as a pre-payment and then sending the customer a customised receipt for that pre-payment. When the balance becomes due, I invoice the customer. Xero is aware that there is a payment on account, so I allocate that part-payment to the invoice, which then leaves the remaining balance outstanding before I send the invoice to the customer.
The slight niggle with this process is that the payment date shown on the invoice received by the customer is the date on which I raise the invoice. It does not show the actual date on which the part-payment was originally received. Aside from that, my current system works reasonably well.
I had hoped that Xero might develop something that would cut out a few of these steps and make the process easier, but unfortunately that does not appear to be the case.