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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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  • 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!

  • Adam Jubela commented  ·   ·  Report

    Xero obviously does not listen or improve based on these post and ideas, as it has been many years asking for this feature. I guess it is time to move to another service everyone.

  • Admin Euro Legno commented  ·   ·  Report

    Our products are custom made overseas. We definitely need this function for our business, as the majority of our customers are required to pay a deposit before we can order the product.

  • Riaan Badenhorst commented  ·   ·  Report

    Yes, this feature is very important. I represent both construction clients and motor body repairer clients that works for insurance companies that has to deduct a co-payment (called "excess" in SA) and adding it as a item is not an option for insurances strict invoicing protocol. So the deposit feature can be used for the co-payment received from clients. And the building industries 90% take deposits before starting any job. The bells and whisltes is nice (like the reporting feature) but the deposits must be seen as a basic function and not a nice to have.

  • Andrew Meeks commented  ·   ·  Report

    Exactly! Xero is a premium service and the fact they are choosing to omit this feature is not acceptable. We are in the construction industry and collect deposits on every job. This feature needs to be implemented or continuing to use Xero doesn't make any sense unfortunately.

  • Jessica Vegas commented  ·   ·  Report

    It doesn't seem like an advanced feature to add - Xero is a premium service, this should have been sorted already!!!

  • Robbie McDonald commented  ·   ·  Report

    Xero this has been raised for years and I’m shocked it hasn’t been added yet. Pretty poor form from the Xero crew.

  • Sam Bryan-Merrett commented  ·   ·  Report

    Pretty shocked this doesn't exist and absolutely essential in my line of work and won't be sticking with Xero if it is not possible. Can't think of anyone in construction trades who would not want this

  • Wayne Davis commented  ·   ·  Report

    Anyone that contracts with staged payments requires this feature.

    Amazing that in 2022 this issue of partial payment/deposits has still not been addressed.

    The old board was full of requests for this to be sorted. Nice sidestep Xero. The old board disappears so the problem never existed so you can all start again.

    Some transparency about why this is difficult to implement may help us understand your situation Xero.

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