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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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  • 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.

  • Perrie Hewitt commented  ·   ·  Report

    Agree this would be a really beneficial addition. We have had clients ask for this exact option. Instead they have to process many individual invoices to complete what could be a very easy process.

  • David Lutz commented  ·   ·  Report

    How about the ability for the client to just be able to edit the amount of payment line on the invoices so they can at least make partial payments? Is that feature available or can be implemented?

  • Eden Clemente commented  ·   ·  Report

    Both functions should be implemented.
    Deposits in invoices, incremental and split payments. The deposit is important before starting the job, but at the end of the job, in recent times, many clients don't have enough money, and they have to be "forced" to pay in instalments to clear the balance

  • Lee Taylor commented  ·   ·  Report

    This feature would be incredibly useful. Like others we raise an invoice in full but initially require a 50% deposit. We have to manually type in the invoice body the deposit required and also change the email template to reflect this.

  • Adrian Cortes commented  ·   ·  Report

    this is incredibly critical - it is annoying to have to raise two invoices for one project, one for the deposit and the other for the remaining balance due. If we want to have customers pay online, the only option is to pay the full balance of the invoice, not the 50% deposit due upon acceptance.

  • Daniel Ash commented  ·   ·  Report

    Pls add this feature if it’s not available yet

  • Kerri Borg commented  ·   ·  Report

    This is an important feature to enable automatic calculation of deposit amounts (eg 50% of amount quoted) and also have the Pay Now function give you the option to pay the agreed deposit amount of the full amount. Please fast track this feature! For some of our clients using Xero, this is a critical function so I've marked it as such.

  • Selwyn Gishen commented  ·   ·  Report

    This is a no-brainer requirement. We need to receive partial payments. If QB can do it so can we, surely!

  • Jessica Unger commented  ·   ·  Report

    This is a critical feature. Customer often have to pay deposits against an invoice before work commences. At a minimum, you should be able to enter the date you want to apply a prepayment to an invoice.

  • Barbara Mc Naught commented  ·   ·  Report

    Allow customers to pay a deposit towards an invoice instead of paying the full amount.

  • AdminXero Team (Admin, Xero) commented  ·   ·  Report

    Allow customers to pay a deposit towards an invoice instead of paying the full amount.

    Purpose: Because some businesses start to do their work when the customer pays the 50% amount in advance first.

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