Settings and activity
9 results found
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15 votes
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Lisa Cran
supported this idea
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465 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
An error occurred while saving the comment Lisa Cran
commented
@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
supported this idea
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225 votes
Hi everyone, we'd like to share an update with you all.
We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.
We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.
We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.
Lisa Cran
supported this idea
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66 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
supported this idea
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62 votes
An error occurred while saving the comment Lisa Cran
commented
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
supported this idea
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83 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Lisa Cran
supported this idea
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201 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Lisa Cran
supported this idea
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5 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Lisa Cran
supported this idea
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333 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Lisa Cran
supported this idea
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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!