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Please add payment schedules for the sale invoice and bill.

I deal with insurance claims and homeowners a lot. The statements when dealing with insurance can be very confusing to the customer. It is critical that I keep one job to one statement to help the customer understands where their money went.

After the job is complete the customer makes a payment. I have to file supplements to the insurance company and am not sure what the insurance will pay so I have to put an estimated amount on the line items submitted to the insurance company.

I need to be able to give the customer a progress invoice AND I need to be able to edit the amounts on the invoices after a partial payment has been received. When the insurance company makes a payment on the supplements I need to adjust the invoice amounts.

Without editable progress invoices it gets very confusing. It also complicates accounting with my bank account.

This is critical to me.

My only option right now use a "quote" until all the money comes in and prepayments. The insurance companies can take up to a month to pay. In that meantime the customer's payments, etc, are in "quote limbo"

This is something SIMPLE that most other accounting software offer. Please do this!!!!!!!!!!!!

How long do we have to keep asking Xero for this???!!

Please add payment schedules for a sale invoice & bills too .

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.

It's ridiculous that this is not possible. Causes so much unnessecary work.

Please xero! this is critical for a trades business for deposits!

Completely agree! Xero pls spend less on advertising and more on product development.

18th January 2023
10 years later and still nothing has happened!? why, when this is part of running a lot of businesses??

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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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Progress payment would be so useful. Quickbooks has had this feature for years. Please can this feature be developed in the next update.

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.

There is no functionality to automatically email an invoice update to clients that pay their invoices in installments.

We currently require 50% payment in the 1st month then the balance months later. This feature would be very helpful.

Is there a way to add another description line after a part payment has been made? Sometimes customers want additional things after they have paid their initial deposit.
The only way we can fix it is by reversing the payment first.

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

@Sue Di Benedetto
Yes, we do this every month - invoice with retentions.
You may email me if you wish
martin@tigergroup.co.nz

Does anyone know how to process an invoice with retention?

Xero. Please we only invoice on progress payment. Xero please assist URGENTLY

Thats a shame xero. Yous should finally get into this and make some efforts please. We need this feature.

I sent the same request to xero and they come back to me with this.