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.
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.
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Richard Gills commented
It is super disappointing that Xero doesn't support this feature. Its not preferable to create two invoices as we want to streamline the way we work - this would cut admin for us by a considerable amount if we were able to set up partial payment upfront and the rest later. Really disappointed as I've spent a lot of time setting this up to fall at the last hurdle.
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Nicole Davidson commented
I recently transferred from Zoho Books and was very disappointed to find this funtionality missing. It doesn't seem that difficult to be able to charge a deposit on a quote to lock in the work. There are so many businesses that need this.
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Gorden Lam commented
We require a deposit before we can secure a booking for the customer. I was looking for a way to accept partial payments from XERO since 2017, it is now 2024 and it's unfortunate that nothing has changed. I continue to have to call the customer over the phone to get their credit card number so that I can manually charge a 50% deposit and process it on Stripe, then manually enter the deposit on XERO. This tends to be very time consuming and does not allow for an efficient payment process. Even Quickbooks invoicing accepts partial payments and has had that function for a while.
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Alfina Astuto commented
This would be very helpful.
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Gorgianne Jacobsen commented
We cannot process invoices smoothly without this function and we are looking at alternatives. If Xero can provide this, we will be satisfied!
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Vanja Ristovski commented
yes please being able to have deposit paid from the same system would be great.
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David Fiorentino commented
Yes a deposit payment and balance payments would be helpful for customers paying by cc.
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Paul Ross commented
Come on Xero - this is basic common sense
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Christopher LAZAREDES commented
As Nikey would say - Just do it Xero!!!
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Andrew Rushworth commented
Here's two videos that show how I process Customer Deposits. It maybe useful...
https://www.loom.com/share/7b221bb33b834db3a51ba40ed98f7baa?sid=96b121b3-e941-4b61-9e56-50490af4d1b5
https://www.loom.com/share/b0251e54657e4d82b189a6780d0dc79d?sid=b3c08ff4-994a-41bc-b53f-14548c3c6850
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Riaan Badenhorst commented
@Rudi Moritz. You will not be the only one to leave Xero. Xero become very distant from accountants' requests.
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Mark Bailey commented
This is actually really poor from Xero. Im going to leave because it is now the only accounting software of any note that doesn't have a facility for deposits request as standard. Deposits aren't unusual and in fact in many sectors it is the norm. The lack of functionality seems to reflect a lack of commercial experience/acumen by the Xero Team/Corporation. I am sure most customers would give this a wide-berth if they realised before purchase that this wasn't a standard feature. It seems there is a complete reliance by Xero on locking customers into Xero rather than product innovation and development. Going back to Quickbooks
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Gary Young commented
I could not find anything in Stripe that allowed anything but the full amount of the invoice to be accepted.
How can you allow Stripe to enter the amount to be paid that is less than the invoice amount? -
Elia Donati commented
How does that work? How do i set it up on stripe?
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Taraka Ramji Moturu commented
Hi, Is this has been updated in the current verison?
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Nicole de Souza commented
There are so many situations where a customer is required to make several payments on the one invoice. This is making business operation so difficult to the point I am looking at moving to a different operating system
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Kamil Salter commented
Please add this solution to xero invoices. Most Quickbooks invoices that I see have a partial payment option.
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Robert Berlin commented
Well it turns out Xero already had a solution, but of course, you gotta pay more. We transitioned to Xero Projects and it's been great since then.
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Alex Lark commented
Please add this feature, it is essential to our business. Thank you
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Helen Cafe commented
Is there likely to be a solution for this ever?