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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Selwyn Gishen
commented
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.
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Penny O'Toole
commented
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?
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Scott Bryce
commented
This is insane that Xero cannot perform this BASIC function.
The price for keeps increasing month to month - its SO BLOODY expensive now with ****** support and missing features.
I pay LESS tor my entire ADOBE software suite - which provides FAR GREATER functionality than Xero for less $$$
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Scott Bryce
commented
Critical - need to be able to accept depsits - we invoice $5,000 to $50,000 items and always ask for deposit
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Riaan Badenhorst
commented
People are also too blinded by Gold, or Platinum or whatever status, they forget that the clients needs has to come first. Deposits must be a feature. All on one App. Without the need to pay for an Add-On
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Riaan Badenhorst
commented
Well this feature is critical to many clients and are not willing to pay an add-on app as Xero is officially the most expensive between the 3 major players. Clients is starting to look for alternatives. Manager.io is becoming popular.
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Nadia Viljoen
commented
Customers must be able to do multiple part-payments to an invoice. In some cases, it is not only the deposit that is partially paid.
I see that this idea was flagged n 2012 and still not resolved... -
Penny O'Toole
commented
Very disturbing that this basic function has not been sorted out by Xero!
Please... why is requesting a deposit on Quotes & Invoices (as an amount, or as a % of the Total) such a huge issue? To quote other customers:- "This is a very disappointing response Xero. Your software is more expensive than others, and you are suggesting we pay more money to other apps to have a basic accounting function."
- "You lost a customer, I did extensive research on features and integrations and I decided to purchase Xero, never did it occur that something so simple and necessary would be missing from your software."
While we wait.... at least give us a field where we can fill in deposits required manually (such as Summary in Quotes)
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Elia Donati
commented
How do you even work around it with stripe? Does anyone have a solution?
This is ridiculous. -
Matthew Eichler
commented
The concept of needing to prioritize things is not unreasonable; you likely have limited staff like most others. But surely the basic product must come first. Picture a salesman trying to sell me a car based on the shiny new in-car entertainment system. "But it's missing a wheel" I say. He replies "There's a 3rd party vendor over there, happens to be a friend of ours, who will sell you something that's almost a wheel; it'll work nearly as well. And you just pay for it each month." I'm not buying. I feel that deposits on invoices should be a basic feature.
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Prashanti Lyree
commented
This is a very disappointing response Xero. Your software is more expensive than others, and you are suggesting we pay more money to other apps to have a basic accounting function. Partial invoicing is vital for so many contract workers. Missing a whole group of business'
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Tint n Windows
commented
Having an option for our customers to pay a deposit is very important for our business.
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Dennis Kumar
commented
Its 2022, this option should be available asap!
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Erin Foley
commented
wow I just assumed this was a standard feature. I cant believe we actually have to think of workarounds for this.
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Oliver Steer
commented
Yes please! Having the ability to request a deposit on the actual invoice would be really really useful
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Tyler Lay
commented
I absolutely agree with @Anne-Claire Petre...
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Anne-Claire Petre
commented
I use Stripe to create a separate deposit invoice - but it is unnecessary to double up my work when invoicing.
This is a feature that has obviously been asked years and years ago and Xero has done nothing. If other platforms offer the option why hasn't it been done already?? -
Prashanti Lyree
commented
@daniel, I loose too much money in fees with Stripe due to the size of my invoices. I'm not willing to do that. It's such a simple feature, and every other software has it, clearly, there is a demand & xero needs to sort it out to avoid losing customers.
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Keeshan Sayroo
commented
You lost a customer, I did extensive research on features and integrations and I decided to purchase Xero, never did it occur that something so simple and necessary would be missing from your software. For $20.00 more I moved to QuickBooks. Not worth the thousands if not tens of thousands of dollars in inconveniences in training, add on products or lost business because of something that should not even be a question for a feature.
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Carl Winson
commented
Thanks Daniel, I just about came to that conclusion myself :)