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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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  • Carl Winson commented  ·   ·  Report

    Thanks Daniel, I just about came to that conclusion myself :)

  • Daniel Rico commented  ·   ·  Report

    If you use Stripe, you can create a payment link with the deposit you are requesting, send it to your customer and you'll record it manually into Xero, it's awkward but there's a way

  • Carl Winson commented  ·   ·  Report

    Hey Eden, I agree with what you say, although it doesn't allow us to use the Stripe payment collection (for part payment of the invoice) which is what I would like to achieve.

  • Eden Clemente commented  ·   ·  Report

    Split payments is the way to go.
    This way, clients can pay a deposit, and then instalments, or separate "one-off" amounts, until the total is being cleared out...

  • Barbara Mc Naught commented  ·   ·  Report

    Carl is correct in his comments. We have to use invoice2go for any deposit requests as xero does not have this facility and send that invoice to our clients. Then we transfer it over to xero. We are using two systems and paying for two systems , which is not viable in a business. Please add this ASAP TO XERO.

  • Carl Winson commented  ·   ·  Report

    Staged payments is a fundamental part of many business operations and therefore should be a fundamental part of the Xero platform when it comes to invoicing. Please add this ASAP Xero!

  • Neil Bather commented  ·   ·  Report

    I was surprised this wasn't a standard feature. For deposits and in these times if a customer cant pay the whole amount, at least to agree partial payment is better than nothing.

  • Monique Barry commented  ·   ·  Report

    Accepting deposits and part payments is an integral part of my business - it makes it hard for me to accurately track what is outstanding for a client and means I have to invoice them outside of Xero sometimes (using Dubsado) which I would like to get rid of completely!

  • Catherine Moxon commented  ·   ·  Report

    We need this option please! We need the ability to request deposits for large invoices. Please add this feature Xero.

  • William Humphries commented  ·   ·  Report

    Just evaluating the free version, and it did surprise me that this wasn't an option per se ...

    However, I just created an invoice for the final day of the service period and then applied the deposit payment. I left the quote at status Accepted, and the partially paid invoice sits as Awaiting Payment, ready to be sent once the job is complete.

    Doesn't that do the trick?

  • David Benfield commented  ·   ·  Report

    I can't believe you still don't have this service. Been with Xero since 2012 but thinking about quitting. I don't mind making two invoices, but it creates problems for some of my larger suppliers who don't understand and try to make it fit into their workflow. I've been going back and forth with one customer for three months trying to get payment because of this. Shame.

  • Robert Berlin commented  ·   ·  Report

    After seeing that your customers have been demanding partial payment abilities and you have basically ignored those pleas for several years, I think it's safe to say we need to search for a new service. You clearly are not interested in providing this feature, and we are tired of having to jump through a thousand hoops just to do what EVERY OTHER program allows. I am determined to be off your service by the end of the year now.

  • Philip Murphy commented  ·   ·  Report

    Xero is supposed to make things streamline and easy. A high percentage of our clients take a deposit for their work. The fact the work around is to create 2 invoices (deposit + remainder) for the same job to be paid by stripe, surely makes this a critical feature. Esp when stripe provide this feature so it should be a matter of integration into Xero.

  • Rafael Millano commented  ·   ·  Report

    one more related... after the customer partial pay using stripe .. we can edit this invoice?

  • Alex Mackichan-Burke commented  ·   ·  Report

    Being able to pay a deposit on an invoice would be a game changer for us. As deposit payments are essential to our business we are having to use work arounds which are time consuming and open to error. The possibility to split a payment on an invoice with a due date for both would be amazing.

  • Ash Pivac commented  ·   ·  Report

    this is defiantly an important must have feature for invoicing and being able to charge a % of total invoice as a start deposit

  • Matthew Eichler commented  ·   ·  Report

    In a society where cashflow is becoming increasingly tight, it's simply not financially feasible for people in certain trades to start work without a deposit. Speaking for some of our clients, this does feel like it should be a standard feature for a product they are paying a premium for.

  • Alan Gray commented  ·   ·  Report

    Another scenario where part payments are required are when you send an invoice (without allocating credits) and you have some credits on the customer account. There is no way for the customer to pay the balance using online payment methods - they have to do a bank transfer using the amount showing in the top blue bar. One solution is to go through each credit manually one by one and allocate it to the invoice which is a bit tedious if you have a lot!

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