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.
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated on our progress right here on this thread. Thanks for being involved and sharing with us through community product ideas!🙂
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David Benfield
commented
I can't believe you still don't have this service. Been with Xero since 2012 but thinking about quitting. I don't mind making two invoices, but it creates problems for some of my larger suppliers who don't understand and try to make it fit into their workflow. I've been going back and forth with one customer for three months trying to get payment because of this. Shame.
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Robert Berlin
commented
After seeing that your customers have been demanding partial payment abilities and you have basically ignored those pleas for several years, I think it's safe to say we need to search for a new service. You clearly are not interested in providing this feature, and we are tired of having to jump through a thousand hoops just to do what EVERY OTHER program allows. I am determined to be off your service by the end of the year now.
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Philip Murphy
commented
Xero is supposed to make things streamline and easy. A high percentage of our clients take a deposit for their work. The fact the work around is to create 2 invoices (deposit + remainder) for the same job to be paid by stripe, surely makes this a critical feature. Esp when stripe provide this feature so it should be a matter of integration into Xero.
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Rafael Millano
commented
one more related... after the customer partial pay using stripe .. we can edit this invoice?
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Alex Mackichan-Burke
commented
Being able to pay a deposit on an invoice would be a game changer for us. As deposit payments are essential to our business we are having to use work arounds which are time consuming and open to error. The possibility to split a payment on an invoice with a due date for both would be amazing.
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Ash Pivac
commented
this is defiantly an important must have feature for invoicing and being able to charge a % of total invoice as a start deposit
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Matthew Eichler
commented
In a society where cashflow is becoming increasingly tight, it's simply not financially feasible for people in certain trades to start work without a deposit. Speaking for some of our clients, this does feel like it should be a standard feature for a product they are paying a premium for.
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Alan Gray
commented
Another scenario where part payments are required are when you send an invoice (without allocating credits) and you have some credits on the customer account. There is no way for the customer to pay the balance using online payment methods - they have to do a bank transfer using the amount showing in the top blue bar. One solution is to go through each credit manually one by one and allocate it to the invoice which is a bit tedious if you have a lot!
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Adam Jubela
commented
Xero obviously does not listen or improve based on these post and ideas, as it has been many years asking for this feature. I guess it is time to move to another service everyone.
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Admin Euro Legno
commented
Our products are custom made overseas. We definitely need this function for our business, as the majority of our customers are required to pay a deposit before we can order the product.
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Riaan Badenhorst
commented
Yes, this feature is very important. I represent both construction clients and motor body repairer clients that works for insurance companies that has to deduct a co-payment (called "excess" in SA) and adding it as a item is not an option for insurances strict invoicing protocol. So the deposit feature can be used for the co-payment received from clients. And the building industries 90% take deposits before starting any job. The bells and whisltes is nice (like the reporting feature) but the deposits must be seen as a basic function and not a nice to have.
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Andrew Meeks
commented
Exactly! Xero is a premium service and the fact they are choosing to omit this feature is not acceptable. We are in the construction industry and collect deposits on every job. This feature needs to be implemented or continuing to use Xero doesn't make any sense unfortunately.
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Jessica Vegas
commented
It doesn't seem like an advanced feature to add - Xero is a premium service, this should have been sorted already!!!
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Robbie McDonald
commented
Xero this has been raised for years and I’m shocked it hasn’t been added yet. Pretty poor form from the Xero crew.
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Sam Bryan-Merrett
commented
Pretty shocked this doesn't exist and absolutely essential in my line of work and won't be sticking with Xero if it is not possible. Can't think of anyone in construction trades who would not want this
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Wayne Davis
commented
Anyone that contracts with staged payments requires this feature.
Amazing that in 2022 this issue of partial payment/deposits has still not been addressed.
The old board was full of requests for this to be sorted. Nice sidestep Xero. The old board disappears so the problem never existed so you can all start again.
Some transparency about why this is difficult to implement may help us understand your situation Xero.
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Liam Firks
commented
How is this still not available?
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Perrie Hewitt
commented
Agree this would be a really beneficial addition. We have had clients ask for this exact option. Instead they have to process many individual invoices to complete what could be a very easy process.
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David Lutz
commented
How about the ability for the client to just be able to edit the amount of payment line on the invoices so they can at least make partial payments? Is that feature available or can be implemented?
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Eden Clemente
commented
Both functions should be implemented.
Deposits in invoices, incremental and split payments. The deposit is important before starting the job, but at the end of the job, in recent times, many clients don't have enough money, and they have to be "forced" to pay in instalments to clear the balance