Sales Invoices - Issue progress payments on invoices for project/instalment
Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.
Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.
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Martin Upton commented
@Sue Di Benedetto
Yes, we do this every month - invoice with retentions.
You may email me if you wish
martin@tigergroup.co.nz -
Sue Di Benedetto commented
Does anyone know how to process an invoice with retention?
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Ferdinand Meyer commented
Xero. Please we only invoice on progress payment. Xero please assist URGENTLY
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Steve Szekely commented
Thats a shame xero. Yous should finally get into this and make some efforts please. We need this feature.
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Steve Szekely commented
I sent the same request to xero and they come back to me with this.
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Ferdinand Meyer commented
When will this be available pls
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Ferdinand Meyer commented
We only do progressive invoicing, where you charge your customer for a percentage of the total owed each time.
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Andrew Murtha commented
Hi
Xero purports Projects module but you cant progress invoice and you cant assign projects to purchase orders making it feature poor relative to other offerings. It can not really be said to represent project needs.Please give us this feature as project clients go to QuickBooks online instead of xero because of this.
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Ashlee George commented
This is definitely a need for our business in relation to payables - same concept.
In the wine industry, it is standard that payment for grapes are done over three payments:
1/3rd 30EOM
1/3rd 30 June
1/3rd 30 SeptemberWe need to be able run a payables report with due dates for cashflow forecasting.
At the moment we are having to create three invoices for every single purchase to be able to achieve this.
The 'solution' provided by Xero support of having notes on the lines as a way to manage this is inefficient and does not show up in a report for use and from our perspective is in no way a solution.
I am keen for Xero to make some progress on offering the required functionality for their customers.
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Mark Alford commented
Please don't suggest that workflow max would take care of it. Workflow max is by far the most confusing and useless project managment application I have ever tried to learn.
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Mark Alford commented
This is such a simple function. If Xero had this function I would not need to use 3rd party software to do it.
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Stuart Smith commented
May somebody from Xero admin update this 'idea' as it seems this should be a standard setting?!
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Laurence Brown commented
We regularly have preset stage payments in our quotes but they're only in the Ts&Cs part of the print template. We really want to allow the sales team to set payment terms in the quote that pull through to the job and to invoicing (eg 40% with order, 50% on project completion, 10% customer retention)
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Adam Jubela commented
This critical and it appears this idea started in 2012, and still xero has not integrated it into the system. Is xero ever going to listen and improve to incorporate features that support how people actually do business?
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Aileen Asche commented
My client would like to be able to create a quote or invoice for an entire project and then bill % or flat amounts against it. They would also like to be able to see the estimate for the whole project, how much has been billed, paid and how much remains to be billed. I used to do this easily in QuickBooks but I can't figure out how to get this functionality in Xero. I have tested out Xero projects but it doesn't seem to be possible there either unless I'm doing something wrong.
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A. Nia Austin-Edwards commented
Additional purpose: allow for deposit/partial payments from customers and support them also being clear about the status and progress