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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 Munro (Community Manager, Xero) responded  · 

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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  • Lee Taylor commented  ·   ·  Report

    This feature would be incredibly useful. Like others we raise an invoice in full but initially require a 50% deposit. We have to manually type in the invoice body the deposit required and also change the email template to reflect this.

  • Adrian Cortes commented  ·   ·  Report

    this is incredibly critical - it is annoying to have to raise two invoices for one project, one for the deposit and the other for the remaining balance due. If we want to have customers pay online, the only option is to pay the full balance of the invoice, not the 50% deposit due upon acceptance.

  • Daniel Ash commented  ·   ·  Report

    Pls add this feature if it’s not available yet

  • Kerri Borg commented  ·   ·  Report

    This is an important feature to enable automatic calculation of deposit amounts (eg 50% of amount quoted) and also have the Pay Now function give you the option to pay the agreed deposit amount of the full amount. Please fast track this feature! For some of our clients using Xero, this is a critical function so I've marked it as such.

  • Selwyn Gishen commented  ·   ·  Report

    This is a no-brainer requirement. We need to receive partial payments. If QB can do it so can we, surely!

  • Jessica Unger commented  ·   ·  Report

    This is a critical feature. Customer often have to pay deposits against an invoice before work commences. At a minimum, you should be able to enter the date you want to apply a prepayment to an invoice.

  • Barbara Mc Naught commented  ·   ·  Report

    Allow customers to pay a deposit towards an invoice instead of paying the full amount.

  • AdminXero Team (Admin, Xero) commented  ·   ·  Report

    Allow customers to pay a deposit towards an invoice instead of paying the full amount.

    Purpose: Because some businesses start to do their work when the customer pays the 50% amount in advance first.

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