Settings and activity
10 results found
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3 votes
Thanks for sharing your idea, and letting us know how adding a column showing the department/project to the bills to pay list would improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lisa Cran
supported this idea
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15 votes
An error occurred while saving the comment Lisa Cran
supported this idea
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476 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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231 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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67 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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65 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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85 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
supported this idea
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208 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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50 votesLisa Cran
supported this idea
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338 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
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!