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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Stuart Smith commented
How long do we have to keep asking Xero for this???!!
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Ritu Shah commented
Please add payment schedules for a sale invoice & bills too .
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Nabaile Young commented
Please add payment schedules for a sale invoice with automatic email reminder option for payment to the customer as well when the installment become due.
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Nicole Lee commented
Please xero! this is critical for a trades business for deposits!
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Stuart Smith commented
Completely agree! Xero pls spend less on advertising and more on product development.
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Lakes Property Solutions commented
18th January 2023
10 years later and still nothing has happened!? why, when this is part of running a lot of businesses??*********************************************************************
Sales Invoices - Issue progress payments on invoices for project/installment
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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Xero Team (Admin, Xero) shared this idea
· Oct 1, 2012 · Report…********************************************************************
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Daniel Wallace commented
Progress payment would be so useful. Quickbooks has had this feature for years. Please can this feature be developed in the next update.
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Matt Bickerton commented
Being able to issue progress invoices against lines from a quote or project is essential for so many industries, I can’t believe Xero cannot do this, when QuickBooks has been able to for years. If the feature can allow the invoice to be created from within Xero Projects and a % inserted against each line to show progress to date, our clients will be able to see the work invoiced to date and the amount left to go all on the one invoice.
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Carol Railton commented
There is no functionality to automatically email an invoice update to clients that pay their invoices in installments.
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Sharon Withers commented
We currently require 50% payment in the 1st month then the balance months later. This feature would be very helpful.
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Leona Kelly commented
Can Xero be updated so that we can set up an invoice with various payment dates/installments, when we offer instalment plans
We want to create an invoice with original due date, but then add 'planned payments for multiple dates throughout the year when we agree instalment plans -
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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Bert Green commented
I have clients who insist on making multiple payments towards a single item purchase and I am unable to invoice them to pay through Xero; I have to arrange a payment outside of Xero to collect a partial payment. It would be very helpful to allow a customer to make a partial payment on an invoice but only if it is authorized by the seller at the time of invoice creation so that customers who are not approved for partial payments do not use that feature.
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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.