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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Marcel van Schie commented
its now mid 2024 and still can't make basic progressive invoice claims against an order. I have to manually calculate % work progresses then subtract from previous invoices. Xero is designed to make accounting easier and remove manual processes yet this very basic function is still not available...
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Alison Pharaoh commented
To be able to generate perpetual invoices so invoices don't have to be repeated each month. Particularly useful for rents
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Michelle Smit commented
My goodness! This was first logged in 2012 and nothing has been done! What's the point of voting for something if Xero just ignores their customers
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Noel Guilford commented
My client needs to issue invoices for stage payments.
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William G commented
Overdue
AIA Billing would be Great! -
Lakes Property Solutions commented
@John Hart
Card payments don't work for my business and probably a lot of business here saying the same as me!
When you need to invoice for a deposit, one or 2 progress payments and a balance due on completion, when each stage payment is more than most people's credit card limit and the job is completed in a week or 2.
We would like Xero to listen to their users. Xero are not understanding because it doesn't affect them!!
05/08/2024
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John Hart commented
SOLUTION:
Hey Everyone,
I just thought I would jump in here and make you all aware of Stagepay. Stagepay addresses the issue of managing payment stages by allowing you to create them for your invoices. This way, customers can pay only for the specific stage that is due by card.
There is no subscription cost—just a small transaction fee on credit card payments. Stagepay is currently in Beta, and we would love your help in creating something awesome. If you're interested in using Stagepay to send your invoices, we'd be thrilled to have you onboard.
Stagepay is exclusive to Xero; we love Xero, and Stagepay works seamlessly with it to provide a user-friendly workflow for sending invoices.
Hope to hear from you all soon!
John Hart
Go to https://stagepay.app to sign up
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Lakes Property Solutions commented
Here is a thread of similar comments
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Lakes Property Solutions commented
We (Xero subscribed payers) have been asking this for 10 years and Xero choose to not listen. Tell me what customer doesn't change their mind through a progression of a job of construction, event planning etc? XERO NEEDS TO LISTEN
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Lakes Property Solutions commented
@Andrew Watts 100% correct. This is standard on EVERY other accounting software but why Xero don't think business owners need it, it's a JOKE!
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Andrew Watts commented
Can I confirm that this feature still doesn't exist. It is core to my business. Otherwise, I end up needing to create multiple invoices, or a single invoice with due dates that can't be tracked.
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Marcel van Schie commented
Progress Claims
The ability to set a total order or contract value that is displayed to the customer on every invoice ir other means and progressively ( by way of % ) show invoice amounts to 100%
I currently need to do this manually and it’s inefficient. I enter the total order amount in the description and then calculate the invoice. It means copy old invoices over continuously
Alternatively a spreadsheet can be added to each invoice issue but that defeats the purpose of xero
Quick books offers the ability to progress claim
Please add it as part of Xero for all clients who have contracted work
Thanks
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sara white commented
crazy this isn't a feature
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Lakes Property Solutions commented
26/5/2024 5.44pm
!00% agree with what Peggy has stated, it's NORMAL for small businesses to take progress payments. It's also NORMAL for customers to change their mind, add or delete items, why is Xero creating extra work for something that is NORMAL in other basis software accounting programs? I to do word templates because Xero make it difficult for paying customers!
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Peggy Couper-Woods commented
This is so incredibly frustrating. We often request progress payments as we are a small business and cash-flow is vital. Our current work around is to create a document in Word, update payments (by date) and type in the balance owing.
Crazy that this has not been made an essential option. We pay enough for Xero but we are doing extra work that should be part of the package - particularly for small businesses. Come on Xero - let's get a move on! -
Tristan Blatter commented
This would be a fantastic addition - surprised Xero hasn't already got this feature!
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Nichola Ross Martin commented
Still not a feature? 0/10 for this lack of functionality. How can any software company that expects its own customers to pay by instalment not create a feature to allow its users to offer this to their customers?
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Terri Pugh commented
This seems to have been a feature request for many many years now.
Is there any sign of this? It seems crazy that this wouldn't be a functionality. -
Stuart Smith commented
HI Victoria, yes this has been a request by Xero subscribers for many years. Unfortunately our requests fall on deaf ears. Two options - have an add-on software that syncs with Xero (that you will now have another monthly payment!) or move to Quickbooks.
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Victoria d'Avanzo commented
I find it extraordinary that Xero doesn’t have the capability of multiple payment invoices for a deposit, progress payments and balance payment. This is critical for so many business types, including mine. Please add this feature (which other software has already) or I’ll have to switch.