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.
-
Anastasiia Dorodnaia commented
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
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
I filled in the form. How long do you expect to auto-respond to dozens of customers requesting the same essential feature?
-
Neil McLean commented
It is also hard to believe that your stripe online payment portal does not seem to provide the option to input a payment amount that differs from the total amount of an invoice. Given that customers frequently ask to make a part payment via card for an invoice it's strange that this too is not available.
-
Sonya Patton commented
Can't believe I jsut switched 2 businesses over to Xero just to find out that this ESSENTIAL feature is non-existent. Such an big let down, their customer service has been great and I was so happy to find a good bookkeeping platform and now, I have to find a new program so I can accept partial payments. This is such a basic necessity for every small business.
-
Elsa Sosa commented
Common Xero, haven't you grown enough by now to make a better product. I have worked for 25 years with accounting/bookkeeping systems and i am still finding Xero lacks a lot of features. This being a critical one for businesses be able to accept part payments...
Up your game, I am so close to deciding to move onto another software that is more advanced.
-
Niagara Consulting commented
This is critical, clients need to be able to make partial payments.
-
Sebastien Perdriau commented
Our business needs to accept a deposit payment on a QUOTE, before work commences which allows us to cover the materials / consumables costs of the job. This payment is then accounted for in the invoice that is created after work is completed. Ie, the invoice is created from the quote. We will occasionally create invoices before work is completed for larger jobs where instalment payments are required.
On our current system the deposit is an optional line after the Quote total and there is an option to enter this as a % or $ amount (see attachment).
The lack of this functionality in Xero is the reason we have resisted moving over to Xero for so long.
-
Jonathan Esling commented
Being able to take a deposit on an invoice would be welcomed. I understand this can be done with the most expensive subscription tier but it's flabbergasting that this can't be done on lower subscription tiers. Please add this functionality so my invoice appear professional when a deposit is required.
-
Nicole Davidson commented
I receive upfront payments for pretty much all of my work. At the moment, I have to invoice it upfront and there is no recognition of the liability to repay these amounts if the work is cancelled.
In my previous software, I could create a quote with a % deposit requirement and that payment would be recorded as unearned revenue until it was invoiced. That worked much better than what I have to do now.
-
Lisa Sinke commented
Very surprised that this seemingly basic function is not possible in Xero. It is very necessary for my business to be able to invoice with deposit required noted on it, and split payments. It's entirely unprofessional looking to have to send separate requests, and very unnecessarily time wasting. Please sort this. Judging by the comments this is affecting a lot of users.
-
Start Small commented
This is a must.
We frequently have clients with big invoices.
Just today, two invoices of $20k the clients want to separate into $10k increments due to daily payment limits
Then another invoice of $20k, they want to separate into $3k increments
That's a lot of separate invoices to create!
Would be easier if they can just pay it off and we can receipt deposits from both direct deposit or via stripe
-
Samuel Saterlay commented
The function to request a deposit from a customer for an invoice, WITHOUT having to send two seperate invoices needs to be made asap!!!
-
David Burke commented
Also surprised this isn't a feature already up and running in Xero. Our business has been getting more into custom product which we require a 50% deposit in order to get the project going. Having to send two different invoices is a pain, causes confusion and can delay us receiving payment. Some customers prefer paying via credit card (it's faster for us anyways) but any electronic payment creates a very clunky experience with added work to our team.
PLEASE HELP PRIORITIZE THIS SIMPLE ADDITION!
Take a note from Quickbooks - as the customer, you can manually change the amount being paid prior to inputting CC details.
-
John Hart commented
SOLUTION:
Hey Everyone,
I just thought I would jump in here and make you all aware of Stagepay. Stagepay addresses the issue of managing payment stages by allowing you to create them for your invoices. This way, customers can pay only for the specific stage that is due by card.
There is no subscription cost—just a small transaction fee on credit card payments. Stagepay is currently in Beta, and we would love your help in creating something awesome. If you're interested in using Stagepay to send your invoices, we'd be thrilled to have you onboard.
Stagepay is exclusive to Xero; we love Xero, and Stagepay works seamlessly with it to provide a user-friendly workflow for sending invoices.
Hope to hear from you all soon!
John Hart
Go to https://stagepay.app to sign up
-
Gavin Dacres commented
I would have assumed that this option would already be on. Quite surprised it isn't
-
Hayden King commented
Has anyone else filled out this survey and not heard anything back being it's been 4 months now?
-
Hayden King commented
Yes please Sukhinder Cassidy, can we hear from you? So many necessary features lacking from your program. ...Is anyone out there?
-
Penny O'Toole commented
DEPOSITS ARE A BASIC FEATURE!
There are applications far cheaper than Xero which have this facility.
Xero - are you listening to your customers? We are tired of your long pointless explanations of why this is not a priority for you.
Xero CEO - can we hear directly from you please? -
Hayden King commented
Right behind you with many others I expect if not already.