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  1. Prepayments - Send receipts and remittance advices

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    14 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

    alternative where you could send the prepayment transaction to your customer.

    Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

    • Change the 'Approved Invoice title' field to Receipt.
    • Deselect the Show unit price and quantity columns.
    • Deselect the tax column.
    • Deselect the Show payment advice cut-away

    We'll continue to stay tuned to the idea here, and let you know if there's change.

    An error occurred while saving the comment
    Hong Ng commented  · 

    At minimum, please allow the API to set a branding theme for prepayment “invoices” and provide a way to share them with customers.

    This would make prepayments feel more complete and professional, and allow them to function more like a proper receipt from the customer’s perspective.

    Idea 1: https://xero.uservoice.com/forums/5528-accounting-api/suggestions/49276130-apply-branding-theme-to-prepayment-via-api

    Idea 2: https://xero.uservoice.com/forums/5528-accounting-api/suggestions/49346816-get-shareable-online-prepayment-url-via-api

    Hong Ng supported this idea  ·