Settings and activity
6 results found
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2 votes
Thanks for sharing this idea — I can see why this would make a difference for businesses taking deposits or stage payments 🙂
I’m going to move this idea to Gaining Support so we can get a better sense of how many people want this too. If it would help your workflow, please add your vote and share a comment about how you’d use it — that kind of detail really helps the product team understand the need.
We’ll keep an eye on the feedback here and share any updates when we have them.
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Vicky Taylor
shared this idea
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62 votes
Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.
Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.
However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.
We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.
Vicky Taylor
supported this idea
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3 votes
Thanks so much for taking the time to share your idea with us — we really appreciate you letting us know how this experience could work better for you. We’ve moved your idea to Gaining Support so that other members of the Xero community can vote on it and add their comments too. This helps us build a clearer picture of how many people would benefit from the idea and the impact it could have. Thanks again for contributing and helping us shape the future of Xero 🙂
Vicky Taylor
supported this idea
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4 votes
Thanks so much for sharing your idea with us — we really appreciate you taking the time to let us know what would make this workflow better for you. 🌟
We’ve moved this idea to Gaining Support so other customers can now vote and add comments to share how this would help their business too. The more support and context an idea gets, the easier it is for our team to understand the impact it’s having.
Please keep an eye on the idea for any future updates, and thanks again for being part of the Xero community.
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5 votes
Hi Lucy, thanks for sharing in the product ideas forum here. It'd be great to get more understanding of the needs for recording a bill as proforma in Xero.
Is there anyway entering the information as a Draft bill or even a purchase order could accommodate your needs here?
Vicky Taylor
supported this idea
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508 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!
An error occurred while saving the comment Vicky Taylor
commented
This is an area where we are struggling with Xero. We take deposits daily and its the only process we cant automate with Xero. Its great that an up date is coming as soon as March 26. I for one will be looking forward to this!!
Vicky Taylor
supported this idea
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I’m happy to see we can now request a deposit from the desk top version. ! But I’d like this rolled out to the iPhone tap to Pay in the iPhone app please.
Even better would be that the customer chooses ambulance amount to be paid (my customers make a deposit payment then stage payments. It’s such a faff to create multiple invoices and the customer gets confused as to what has been paid to date and what’s still due.
Please and thank you!
Xero has definitely improved for me working in a small business and quite a novice it’s really got easier in last few years.