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Proforma Invoice - Ability to apply part payments before converting to invoices

Ability to create a separate proforma invoice function which allows you to make part payments against the proforma invoice, before being able to convert it to a sales invoice.

Purpose: Users can easily manage part payments before sending their sales invoices to their contacts.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Kirsty Scales commented  ·   ·  Report

    We take deposits prior to accepting work and many clients need paperwork to facilitate the process. Having to issue 2 separate invoices for every job effectively doubles the work and should be completely unnecessary. If we can get away without an invoice for the deposit, we use a Stripe link but this attracts larger fees than if a customer was paying a Xero invoice - so it is pretty much lose/lose for us. This is basic accounting Xero. Way more important than a cash flow graph on the dashboard. Please could you get in to the accounting functions rather than the pretty distractions.

  • Joshua Huggett commented  ·   ·  Report

    I've just switched to Xero from Quickbooks at my accountants insistance, only to discover there's no option to allow multi-stage invoices for clients to pay deposites for materials.
    How is this an unaddressed issue for the last 3 years, going by the locked comment section directing me to this page?

  • Regina Cromer-Halls commented  ·   ·  Report

    What I have done is create an item called DEPOSIT in which I have made the unit value - %. Then in the quantity box I put the value of the sells pre-tax and then make the item Tacable.

    I think Xero should have a way for you to include a Balance Due column which subtract the total from the deposit at the bottom after the deposit amount.

    Don't think this would be hard to program, but boy would it make life a bit easier for a small business

  • Katarzyna Holden commented  ·   ·  Report

    Could Xero add to " Pro - Forma" to settings?
    I would like to send oro-forma to my customers and "Quote" is not what I'm looking for. My customers are already agreed with my term and conditions so I need only send pro-forma to receive payment before the work start.

  • Darren Barson commented  ·   ·  Report

    I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk

    1. Create a PROFORMA invoice branding theme

    2. rename the QUOTE template as 'PRO FORMA INVOICE'

    3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme

    4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here

    5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information

    6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt

    7. email the invoice to the customer for their records

  • Andrew Monk commented  ·   ·  Report

    It is a real problem that Xero does not have Proforma invoicing. Post Brexit our EU customers often need a ProForma invoice with customs details before they can set us up as a supplier. I can create a quote and change the title to ProForma, but that then doesn't include payment details, which is a barrier to sales. I can create an Invoice and change the title to ProForma Invoice, but that messes up the P&L if the customer does not order. I know lots of people have requested this in the past, but I can't find that thread. Please help, this is a real problem.

  • Jean Marc Zanni commented  ·   ·  Report

    They are other ideas around the same variation. We require downpayment on a purchase order. It is a % of the total order. We have no easy means beside cheating the qty or unit price then reconcilation is a bear.
    You have a mean to record a down payment on a project. But how do you invoice it? Many of our customer require a paper trail before sending money.