Settings and activity
13 results found
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73 votes
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Lisa Cran
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5 votesLisa Cran
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26 votesLisa Cran
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16 votesLisa Cran
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120 votesLisa Cran
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21 votes
Hi team, we appreciate feedback we have received here on the value being able to see the reference number from within the Quote and Invoices tab within projects could provide.
Being completely open this isn't something we have plans for developing at this time however we are aware of the interest and are continuing to track this idea. If there is any shift in movement we will share an update. Thanks
An error occurred while saving the comment Lisa Cran
commented
Yes! This is needed! See my screenshot, with 3 quotes and 5 invoices in one project, it is hard to know which one is what!! This is a small project, many projects have many more quotes & invoices! The only one that shows a reference is the deposit invoice, so this should be doable!
Lisa Cran
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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!
An error occurred while saving the comment Lisa Cran
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@kirsten Frost, exactly, after the quote is accepted, it needs a middle stage of a sales order, where deposit is applied, the sale is indicated as work in progress (WIP), then when work is completed, invoice is adjusted/finalized and sent as an invoice. Splitting a quote into multiple invoices does not properly track the scope.
Xero Projects does allow a single deposit invoice to be created and then applied to invoices at the end. However, it applies it as a negative line item, rather than as a payment after the subtotal. But that's a different topic. Xero Project does not allow for progress payments, other than on the final invoice as partial payments, not during the course of work.
An error occurred while saving the comment Lisa Cran
commented
Agreed with others. It needs to work standalone, regardless of payment type. Most clients are moving to Interac e-transfers to avoid credit card surcharges (allowed where I am).
We want to accept a deposit payment without finalizing the invoice. This is not just a partial payment of the invoice. It is a deposit before the work is performed.
Lisa Cran
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236 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Lisa Cran
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81 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Lisa Cran
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69 votes
An error occurred while saving the comment Lisa Cran
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How else do you show work in progress? We are a construction company, we are using Xero Projects, but it's clunky making a deposit invoice, then applying it to invoices like it is a negative line item. There is no way to show a status between an accepted quote and an invoice when a project is not completed. Currently we are leaving items as accepted quotes, or draft invoices.
Lisa Cran
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97 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
Lisa Cran
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55 votesLisa Cran
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344 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
Lisa Cran
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This is very closely related to the issue with accepting deposits on invoices. We tried doing change orders, but when the change order works out to be a negative, you can't save it. You have to do a credit note. We did change order 1-Extras and Change order 2-Credits (as a credit note). Rather messy. I get keeping the approved invoice with payment as an unchanging entity. So, that's where you have to improve on your progress payment/ deposit ability. Currently, showing the deposit applied from another deposit invoice as a negative line item is sloppy and confusing. And only 1 deposit per project is allowed. And on the other thread, only allowing deposits with use of a stripe transaction account is very restrictive.