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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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 -
Lee Taylor
commented
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.
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Adrian Cortes
commented
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.
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Daniel Ash
commented
Pls add this feature if it’s not available yet
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Kerri Borg
commented
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.
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Selwyn Gishen
commented
This is a no-brainer requirement. We need to receive partial payments. If QB can do it so can we, surely!
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Jessica Unger
commented
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.
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Barbara Mc Naught
commented
Allow customers to pay a deposit towards an invoice instead of paying the full amount.
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AdminXero Team
(Admin, Xero)
commented
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.