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Prepayments - Send receipts and remittance advices

Ability to send receipts and remittance advice when allocating a payment as a prepayment.

Purpose: Users’ can easily send the customers receipts of their deposits.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

alternative where you could send the prepayment transaction to your customer.

Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

  • Change the 'Approved Invoice title' field to Receipt.
  • Deselect the Show unit price and quantity columns.
  • Deselect the tax column.
  • Deselect the Show payment advice cut-away

We'll continue to stay tuned to the idea here, and let you know if there's change.

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  • Kirsty Scales commented  ·   ·  Report

    When funds are received in to the bank account, and they are posted as a prepayment, please can an option be added to "send receipt" in exactly the same way as it is for a direct payment.

    Previous conversation on this topic says it is not on a priority list but I don't understand why the nature of receipt changes the options available to acknowledge the payment. I know there is a work around. But it takes 6 extra clicks on every transaction!!

  • Billy Doecke commented  ·   ·  Report

    We also take prepayments from a large number of our customers and the ability to issue receipts for money received as a deposit is critical for our business. Not only does this assure our clients that we have received the money they have transferred to us, but it also acts as a record keeping measure to show that clients have agreed to buying a product and service from us, and that they were aware of that agreement.

  • Kirsty Scales commented  ·   ·  Report

    So Xero have been "considering" this for almost 10 years! We take a prepayment off every single customer and they like to know their money has been received. Yes there is a work around but it is about 6 extra clicks on EVERY SINGLE transaction. WHY can't it just be "send receipt" like it is a for a normal payment? Literally copy and paste the coding? Surely?

  • Kirsty Scales commented  ·   ·  Report

    We also take deposits for work to be completed and record this as a prepayment. Naturally clients would like a receipt for their payment. Surely this is a basic function for an accounting package??

  • Sam Jenkins commented  ·   ·  Report

    It would be very useful to have the facility to send remittance advice on the day of payment without having to wait up to 24 hours for the transaction to show on the account

  • Rachel H commented  ·   ·  Report

    This would be extremely helpful as a way to show the client we have received their deposit/prepayment.

  • Aime Lallo commented  ·   ·  Report

    This would be extremely helpful, particularly when you have to make several pre payments as the there is a limit on what you can pay one supplier in one transaction and they can than allocate clearly if they can see what the pre payment relates too

  • John Fitzgerald commented  ·   ·  Report

    I get prepayments from clients and can’t currently send them a proper receipt for them in Xero. Badly needed functionality!

  • Stacey Green commented  ·   ·  Report

    This is important for building clients who take upfront deposits prior to commencement of work

  • Lara Evans commented  ·   ·  Report

    This would be a great feature to add. As a law firm we often have client money that in Xero is treated like a prepayment. Currently we cannot send any remittance for invoices that are paid using a prepayment.

  • Melissa Dawe commented  ·   ·  Report

    We have the same process as Karen Matthews below and also need to send remittances. In addition, we also refund overpayments often, and need to send remittances from the overpayments screen once refunds are entered there.

  • Karen Matthews commented  ·   ·  Report

    This is important to us as we get deposits for planned works and load as a prepayment to allocate once the job is completed and invoiced, and have no way to send a receipt for it