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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly M (Community Manager, Xero) responded  · 

Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.

As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.

I'll share more again here as the rollout widens. Thanks!

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  • Lakes Property Solutions commented  ·   ·  Report

    I hope this includes progress payments within the same invoice so my customers need to have clearer information on that too?

  • Nicole Neale commented  ·   ·  Report

    I've been waiting for years for this and on the innovations page it looks like this is only going to be available if you connect Stripe with Xero. Not helpful to customers who don't have that service.

  • Mark Davies commented  ·   ·  Report

    I take a 50% deposit on all of my orders for made to measure blinds, if for some reason the order is cancelled the blind wouldn't fit anywhere else and would be a complete loss, the deposit helps to cover that eventuality.

  • Vicky Taylor commented  ·   ·  Report

    This is an area where we are struggling with Xero. We take deposits daily and its the only process we cant automate with Xero. Its great that an up date is coming as soon as March 26. I for one will be looking forward to this!!

  • Laurence Fletcher commented  ·   ·  Report

    Thanks Ben "available when you connect Stripe with Xero" doesn't fill me with confidence! We do most of our through bank transfer.

  • Laurence Fletcher commented  ·   ·  Report

    Hi @Ben Horrigan I couldn't see this in the link, what's the heading for it?

  • Reid Large commented  ·   ·  Report

    So many tradies like myself require a deposit to proceed with a job. It is critical that I have the ability to invoice my client with the full amount for the job but then give them the ability to pay a preset % deposit amount. This flow/process is so much smoother than any other way we currently do it and requires much less admin work. Please, Please add this feature in.

  • Emma Morris commented  ·   ·  Report

    I appreciate Xero finally making a statement about this in August. Unfortunately, it isn’t a very strong commitment and feels more like an attempt to ease the pressure around this issue than to actually resolve it.

    If we’re still waiting for this feature a year from now, we’ll be moving to another platform that already offers this feature. The workarounds have become too cumbersome, and we simply don’t have the time or capacity to keep managing this issue.

  • Edmund Lodewijks commented  ·   ·  Report

    We make products to order, and need to send out prepayment invoices to receive payment in advance.

    This is not the same as a quote. Once a quote is accepted, I would like to convert it into a Prepayment invoice. Or just be able to create a Prepayment invoice. This could then be linked to a prepayment when it arrives in our bank, and later assigned to an Invoice which we send when the order is shipped.

  • Frankie Yuen commented  ·   ·  Report

    Dear Xero team and other paid customers,
    In case everyone is not aware, this feature was first raised by Xero Team (Admin, Xero) on August 17, 2015 4:15 PM. It's been 3,739 days since Xero do not have this feature. How much extras have Xero been raising the subscription fee since that day?
    More than 10 years.

  • Helen Schafer commented  ·   ·  Report

    It was great to also hear at Xerocon that the deposit feature is being developed. In the mean time I'm finding Xero Projects a good way to link together multiple invoices for one item or project as well as using repayments, - if another app is not in play.

  • Kelly Parslow commented  ·   ·  Report

    If I had known that Xero didn't have this basic functionality I would have gone with a different program. As soon as I find a better program I'm switching

  • Robert Berlin commented  ·   ·  Report

    We got around this issue by upgrading to Projects. In that version of Xero, you can send a deposit invoice.

  • Emma Morris commented  ·   ·  Report

    Great news, but saying that you can't give "specifics on a timeline" feels like a deflection. A clear commitment to this idea is not really present, it feels like you're kicking the issue down the road to take the heat out of our collective frustration.

    Please prioritise this because it's too important of a feature to us, and we can't afford to be hanging around for another year in hope that you'll add it.

  • Aaron Clore commented  ·   ·  Report

    This is exactly what I wanted to see from xero especially with the price increases. Please let me know if I can help guinea pig ;-)

    I'm really looking forward to what you guys come up with.

    Keep up the good work xero~

  • Alan Gray commented  ·   ·  Report

    Too little too late for me Xero. The last price rise was the last straw for me - 80% increase over 3 years. Encouraged me to look at the opposition and realise that I could get significantly more features for half the price. Look back over this issue - a clear indication of how a significant feature gap receives so little attention from Xero. Meanwhile the big news is that the main menu is going to be fiddled with yet again. Really! Too much resource spent rearranging deck chairs I would suggest. Bye.

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