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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.

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.

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.

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

The function to request a deposit from a customer for an invoice, WITHOUT having to send two seperate invoices needs to be made asap!!!

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.

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

I would have assumed that this option would already be on. Quite surprised it isn't

Has anyone else filled out this survey and not heard anything back being it's been 4 months now?

Yes please Sukhinder Cassidy, can we hear from you? So many necessary features lacking from your program. ...Is anyone out there?

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?

Right behind you with many others I expect if not already.

After 8 years with Xero we're going to have to finally part ways because this feature is still missing. They have been saying for 8 years that it's in the works, being considered, developers are prioritizing it, etc but still nothing. Bummer because we like the way everything else works but as our business has grown the extra work around creating separate deposit invoice and trying to match them is just too tedious.

Crucial requirement for Xero users just not for Xero development.

To have an invoice feature that allows deposit payment (at or by a specified date) would be very helpful especially for our business where we engage customer at booking stage with a payment request and a final payment at end of the delivery.
Rather to set up a deposit invoice, and a balance of payment invoice it would be ideal to show all in one invoice. Surely XERO invoice development team must have contemplated this being a crucial element.
Kenneth Lim
SLSNR

Would like an option to request a % deposit for a job when creating a single invoice. I know it can be done in Job/projects, but my jobs are not large enough to have to create a project in Xero for each job. I would like to just create a single invoice which requests a deposit and then final payment when required.

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.

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.

This would be very helpful.

We cannot process invoices smoothly without this function and we are looking at alternatives. If Xero can provide this, we will be satisfied!