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Invoicing - Customers to pay deposits on invoices

To have the ability for customers to pay deposit through invoices

Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly M (Community Manager, Xero) responded  · 

Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

We’ll be sure to keep you updated on our progress right here on this thread. Thanks for being involved and sharing with us through community product ideas!🙂

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  • Robert Berlin commented  ·   ·  Report

    We got around this issue by upgrading to Projects. In that version of Xero, you can send a deposit invoice.

  • Emma Morris commented  ·   ·  Report

    Great news, but saying that you can't give "specifics on a timeline" feels like a deflection. A clear commitment to this idea is not really present, it feels like you're kicking the issue down the road to take the heat out of our collective frustration.

    Please prioritise this because it's too important of a feature to us, and we can't afford to be hanging around for another year in hope that you'll add it.

  • Aaron Clore commented  ·   ·  Report

    This is exactly what I wanted to see from xero especially with the price increases. Please let me know if I can help guinea pig ;-)

    I'm really looking forward to what you guys come up with.

    Keep up the good work xero~

  • Alan Gray commented  ·   ·  Report

    Too little too late for me Xero. The last price rise was the last straw for me - 80% increase over 3 years. Encouraged me to look at the opposition and realise that I could get significantly more features for half the price. Look back over this issue - a clear indication of how a significant feature gap receives so little attention from Xero. Meanwhile the big news is that the main menu is going to be fiddled with yet again. Really! Too much resource spent rearranging deck chairs I would suggest. Bye.

  • Alyson Wilson commented  ·   ·  Report

    Thank you for the feedback. I was wondering what was happening to this following my Zoom call probably almost a year ago. Why is it taking so long? It's such a problem when clients want to part pay an invoice via card.

  • Emma Morris commented  ·   ·  Report

    @Daniel Morris: This is such a basic feature that is common (and helpful) accross many other platforms. I can only conclude that Xero are willfully ignoring developing this feature.

  • Daniel Morris commented  ·   ·  Report

    When will. you add this feature for such a common way of doing business

  • Riaan Badenhorst commented  ·   ·  Report

    @Emma Morris,

    It seems that Xero is no longer monitoring the chats (or interested in it)

  • Emma Morris commented  ·   ·  Report

    Please Xero, just get this long overdue feature done. We're growing tired of the cumbersome workarounds we have to use just to approximate this feature.

  • Ana Labosky commented  ·   ·  Report

    This is a great Idea, but we should be able to accept the first deposit via the Quote / Estime once its approved (enable a signature via web or mobile once accepted) then create invoies based on the down payment amounts and put on waiting approval to be sent to the client once contract step is completed.

  • ANTHONY SHERMAN commented  ·   ·  Report

    Xero, please please hear us all! We NEED this feature. It is standard on many other platforms, what gives? Please consider making this update. I'm so close to switching back over to Quickbooks even though it gives me a headache in other ways, having this feature is essential and QB may be the lesser of two headaches.

  • Felice Zumbo commented  ·   ·  Report

    Xero Team,

    I share the frustration of many others! This feature has been available in other platforms for a long time, so we’re all baffled as to why Xero still doesn’t offer this essential functionality.

    We need the ability to send invoices to our clients and allow them to pay a deposit to confirm services. Other accounting software even lets us set multiple deposits with specific amounts and due dates—for example:
    • First deposit: $… due on [date]
    • Second deposit: $… due on [date]
    • Balance due: $… on [date]

    Come on, Xero—please make this happen!

  • Benjamin McCullough commented  ·   ·  Report

    Guys - it’s essential that clients be able to be able to pay a deposit - especially for companies that require materials in order to facilitate works. It’s such a basic need I can’t understand why it isn’t featured ?

  • Aaron Clore commented  ·   ·  Report

    Daily struggle. Not sure if I'm slow to learn the provided method or if this is a lack of development from xero...Really hoping for the change. I'm running two companies on xero platform...our needs have changed. Need prepayment invoices to work as a normal invoice...need to record prepayments to customer accounts and apply prepayments toward invoice balances. Thanks

  • Dayna Hobbs commented  ·   ·  Report

    Is there any update on this?! I can't believe that in 2025 this is still not a feature of Xero.

  • Anastasiia Dorodnaia commented  ·   ·  Report

    When will this be done by Xero, or will it not be done at all? It is under review since March 2024 - a year! The same question was asked in a different idea, and nothing has been done by Xero—unbelievable!

  • Barbara Mc Naught commented  ·   ·  Report

    we need a deposit system for our business. I am currently paying for another system just for the deposit requests and also using xero.

    Can you please get this set up/

    Barbara

  • Sonya Patton commented  ·   ·  Report

    I filled in the form. How long do you expect to auto-respond to dozens of customers requesting the same essential feature?

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