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We would like to have a "request a deposit" button to be included on invoices sent from Xero so that customers can track client payments on jobs that require a deposit prior to completion.

Please introduce, essential for our business integrated with Stripe

This would be a really helpful facility.

Please place it has a priority to do.

Thanks

Hi Kelly, I wondered if you have any update on this for us? I think this request has been a top-voted one for a number of years now and is fairly 'basic' functionality in terms of the end user (perhaps not so with development).

As an aside, the method we have been using to get around this feature not existing has been shown to have lost us nearly £3000 revenue in the last year due to our user error (where we have been 'bodging' invoices so Xero payments asks the customer for the correct part payment).

It's difficult to go back to customers where we have made a mistake on invoicing but notice it months later.

Could you please list your best practice for taking a 30% deposit, for example, on a £2500 invoice? We're looking for a way that is:

1. Foolproof
2. Doesn't lumber a customer with multiple invoices for a single purchase (customers use their invoices to insure their goods).

We sell high value jewellery and very few customers pay in one hit. Deposits vary by customer and the value of the item. We won't start manufacture until half of the invoice value has been paid.

Alternatively, can the community recommend any other accounts packages that does offer this functionality? It's our year-end soon so porting elsewhere would be timely if needed.

Thank you

There is a workaround that I use. If you require a deposit, say 50% on a charge of $1000 for example, create your invoice and specify the total amount for the job you are charging but for quantity put .5. The amount actually invoiced will be $500. Then use the repeat invoice function to automatically send another invoice in 30 days or whenever. An extra step but it works perfectly fine. You can can use different quantity percentages, such as .25, .1 etc if you offer multiple payments over time.

Why should we have to rely on a 3rd party provider such as stripe to provide the basic functionality any sales and invoicing software should have? surely its as simple as passing a variable field to the payment processor? If i could swap this package for another I would in a flash, unfortunately the company I work for won't let me.

We have multiple requests from clients to make partial payments on an invoice, which is available through other payment integrated partners e.g. with SAGE a partial payment can be made.

This is very important to my business. I wish I knew it was a major drawback of Xero before investing my time in setting it up.

Sage has it, change to sage, it's a better platform

Definitely a must for my business, customers often want to spread the cost over two or more cards, can you please look at this asap?

@Michael Tetro. It does not seem Xero will add this feature anytime soon. Some of my clients has already left Xero because of basic features not included in a higher than market prices. Then they offer add-ons from third parties you have to pay extra for. It is clear that Xero has grown too big and has lost touch to their clients needs.. All about the glits and glammer now... pity..

It's almost 2023... Every one of my bookings take a 50% deposit as a reservation fee to hold the date and time. It makes me look out of touch that I can't take a partial deposit. I end up splitting the invoices into two and that creates more work for everyone. If this feature doesn't get added soon I will be leaving Xero entirely for another service. Please fix this now. Thank you.

Simply don't understand how in 2022 Xero doesn't have functionality to take partial payment though Stripe.

And the work around via stripe is just as tedious as they dont offer a one lick option to pass of their fees - you have to work it out manually with a calculator each time.

Endless comments like mine should make this priority No. 1 on the To Do list for Xero

It's sad Xero ignores his 1000s of clients requesting simple functionalities. I wish I had the time to organize all of us to quit xero and see if they would actually care.

This should be a basic feature of Xero without needing an add on.

Alot of companies require a deposit from customer before they start and this should be able to be displayed on the Quote showing a deposit amount required and the ability for that to work through the system seamlessly and show on the invoice when the invoice is created with out the need to rase multiple invoices for a single simple job or the need to use timely work arounds to work out what a deposit should be and record the track payments.

Given the amount of companies that require deposit's can't understand why this was not in the workflow from the start?

@Maria McAdam. You can. but if defeats the purpose of showing the deposit payable on the invoive, or for the construction and motor trade, where an insurance claim is made to change the deposit to the co-payment/excess. Some do add it as a line item linked to a balance sheet account, but most insurances do not accept invoices like that. Point blank is that this feature should have been added ages ago. I just shaw that a much lower voting idea got added to "whats new" on the recent certification update course.

It's possible to record a part payment on an invoice through the invoice (but not through the bank reconciliation area). This can then be reconciled.

I must say, it is a bit dissappointing that Xero add features that is nice to have rather then essential to clients. There was a load of features released again, all but this one. This and the ability to use customer and suppliers journals (rather than loose a invoice number) is what our clients and most practitioners use. The question is also, "Is Xero busy outpricing themselves" as they are becoming one of the more expensive solutions. Maybe its time to convince my clients to migrate to save cost, and have the basic features in their software. Advisors has probably the biggest influence when clients are looking for accounting software.

You are making yourselves look foolish for not addressing this essential feature. Please take a look at how this is done in Quickbooks, if you still do not understand the necessity to take part payments from customers.

The response from Kelly Munro (Admin, Xero) does not address this issue at all!

We should not need to go to other payment service providers to collect deposits.

This is a BASIC function which should be part of the BASIC Xero package!

Xero - please give us a straight forward answer - is this even an item for consideration in Xero development? If so, when?