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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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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Gavin Dacres commented  ·   ·  Report

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

  • Hayden King commented  ·   ·  Report

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

  • Hayden King commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

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

  • Rick Nooft commented  ·   ·  Report

    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.

  • Hayden King commented  ·   ·  Report

    Crucial requirement for Xero users just not for Xero development.

  • Kenneth Lim commented  ·   ·  Report

    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

  • Matthew Morelli commented  ·   ·  Report

    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.

  • Richard Gills commented  ·   ·  Report

    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.

  • Gorden Lam commented  ·   ·  Report

    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.

  • Gorgianne Jacobsen commented  ·   ·  Report

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

  • Vanja Ristovski commented  ·   ·  Report

    yes please being able to have deposit paid from the same system would be great.

  • David Fiorentino commented  ·   ·  Report

    Yes a deposit payment and balance payments would be helpful for customers paying by cc.

  • Paul Ross commented  ·   ·  Report

    Come on Xero - this is basic common sense

  • Andrew Rushworth commented  ·   ·  Report

    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

  • Riaan Badenhorst commented  ·   ·  Report

    @Rudi Moritz. You will not be the only one to leave Xero. Xero become very distant from accountants' requests.

  • Mark Bailey commented  ·   ·  Report

    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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