Settings and activity
6 results found
-
4 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.
An error occurred while saving the comment 
Vicky Taylor
shared this idea
·
-
73 votes
Hi team, thanks for explaining the importance of this idea to your business workflows.
Right now, we’re developing a quote deposit flow where you'll be able to set one deposit as a fixed amount or percentage. 😊
Once available and your quote is accepted, Xero will automatically create and send the deposit invoice, with the remaining balance due later. This is intended to make the deposit and balance easier to track in Xero, without manually raising the first invoice.
It's actively being worked on and already with a small limited group of users. We’ll share updates when the rollout progresses, in the new year.
Vicky Taylor
supported this idea
·
-
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
·
-
6 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.
-
5 votes
Thanks for the confirm, Lucy. As you've noted in Xero we don't have a transaction type for proforma bills that sits between the Purchase order and bill creation.
Right now, the best option would be to look at creating a supplier prepayment that can then be applied to the bill once that is entered.
Unable to say if this is a transaction type that your payments system would be able to integrate with - this may be something to engage them about. 🙂
We don't have any plans for developing a proforma bill in the near term but will get a better sense of the interest and keep you updated here.
Vicky Taylor
supported this idea
·
-
515 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
·
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.