Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
-
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
-
Gavin Dacres
commented
I would have assumed that this option would already be on. Quite surprised it isn't
-
Hayden King
commented
Has anyone else filled out this survey and not heard anything back being it's been 4 months now?
-
Hayden King
commented
Yes please Sukhinder Cassidy, can we hear from you? So many necessary features lacking from your program. ...Is anyone out there?
-
Penny O'Toole
commented
DEPOSITS ARE A BASIC FEATURE!
There are applications far cheaper than Xero which have this facility.
Xero - are you listening to your customers? We are tired of your long pointless explanations of why this is not a priority for you.
Xero CEO - can we hear directly from you please? -
Hayden King
commented
Right behind you with many others I expect if not already.
-
Rick Nooft
commented
After 8 years with Xero we're going to have to finally part ways because this feature is still missing. They have been saying for 8 years that it's in the works, being considered, developers are prioritizing it, etc but still nothing. Bummer because we like the way everything else works but as our business has grown the extra work around creating separate deposit invoice and trying to match them is just too tedious.
-
Hayden King
commented
Crucial requirement for Xero users just not for Xero development.
-
Kenneth Lim
commented
To have an invoice feature that allows deposit payment (at or by a specified date) would be very helpful especially for our business where we engage customer at booking stage with a payment request and a final payment at end of the delivery.
Rather to set up a deposit invoice, and a balance of payment invoice it would be ideal to show all in one invoice. Surely XERO invoice development team must have contemplated this being a crucial element.
Kenneth Lim
SLSNR -
Matthew Morelli
commented
Would like an option to request a % deposit for a job when creating a single invoice. I know it can be done in Job/projects, but my jobs are not large enough to have to create a project in Xero for each job. I would like to just create a single invoice which requests a deposit and then final payment when required.
-
Richard Gills
commented
It is super disappointing that Xero doesn't support this feature. Its not preferable to create two invoices as we want to streamline the way we work - this would cut admin for us by a considerable amount if we were able to set up partial payment upfront and the rest later. Really disappointed as I've spent a lot of time setting this up to fall at the last hurdle.
-
Gorden Lam
commented
We require a deposit before we can secure a booking for the customer. I was looking for a way to accept partial payments from XERO since 2017, it is now 2024 and it's unfortunate that nothing has changed. I continue to have to call the customer over the phone to get their credit card number so that I can manually charge a 50% deposit and process it on Stripe, then manually enter the deposit on XERO. This tends to be very time consuming and does not allow for an efficient payment process. Even Quickbooks invoicing accepts partial payments and has had that function for a while.
-
Alfina Astuto
commented
This would be very helpful.
-
Gorgianne Jacobsen
commented
We cannot process invoices smoothly without this function and we are looking at alternatives. If Xero can provide this, we will be satisfied!
-
Vanja Ristovski
commented
yes please being able to have deposit paid from the same system would be great.
-
David Fiorentino
commented
Yes a deposit payment and balance payments would be helpful for customers paying by cc.
-
Paul Ross
commented
Come on Xero - this is basic common sense
-
Christopher LAZAREDES
commented
As Nikey would say - Just do it Xero!!!
-
Andrew Rushworth
commented
Here's two videos that show how I process Customer Deposits. It maybe useful...
https://www.loom.com/share/7b221bb33b834db3a51ba40ed98f7baa?sid=96b121b3-e941-4b61-9e56-50490af4d1b5
https://www.loom.com/share/b0251e54657e4d82b189a6780d0dc79d?sid=b3c08ff4-994a-41bc-b53f-14548c3c6850
-
Riaan Badenhorst
commented
@Rudi Moritz. You will not be the only one to leave Xero. Xero become very distant from accountants' requests.