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Sales Invoices - Issue progress payments on invoices for project/instalment

Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.

Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.

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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  · 

Hi everyone, we'd like to share an update with you all.

We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

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  • Cindy McAlees commented  ·   ·  Report

    This is extremely important. The lack of this feature in the software may force this company to look into another software package. Currently, we have to send out 3 invoices, or undo payments to make it work.

  • Lakes Property Solutions commented  ·   ·  Report

    I just filled in a survey lol

    On a scale from 0 to 10, how likely are you to recommend Xero to a friend or colleague?


    0
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    0 - Not at all likely 10 - Extremely likely
    ________________________________________
    If the question above doesn't take you to the survey, please use this link:
    Take the survey
    If you need help using Xero, please visit Xero Central.

  • Scot Arundel commented  ·   ·  Report

    Amanda,

    Carry on. Xero doesn't care about the needs of their customers.

  • Amanda Smith commented  ·   ·  Report

    For every sale we have, we receive deposits, and then progress payments. The lack of ability to properly apply these to the invoice WHILE STILL being able to adjust the invoice, as it will change 90% of the time, is INCREDIBLY important to us.

  • Glenn Michael commented  ·   ·  Report

    Yes, I have done repeat invoicing. The problem lies with numerous items on the invoice having to be split into how many repeats needed. An option of dividing all items on an invoice by the number of repeats. Or number of months payments are being made over. As Some invoices are well over 45k with seasonal income clients (farmers), payments can be necessary over 2,3,6 or 12 month periods. Though this is a type of fix ,it should be one invoice that is then divided and sent at predetermined payment times as the sales on repeat invoicing is calculated at the time of the repeat invoices, not the first invoice, which may be in the quarter that is in a certain tax year etc, so its far from Ideal.

  • David Melendez commented  ·   ·  Report

    HI I understand that we can't receive partial payments toward an invoice? Is this correct?

  • Lakes Property Solutions commented  ·   ·  Report

    This is how lots of businesses operate, take a deposit, progress payment and final payment, why it this soooooooo hard for Xero to understand?
    21th September 2023 3.26PM

  • Emma Heatley commented  ·   ·  Report

    I can't believe this is still not a feature. I have clients who want to move to Xero but won't because of this. It's super easy to do in other softwares, so they may as well stay with them. Clearly Xero don't need additional customers.

  • Matt Tyler commented  ·   ·  Report

    I've had multiple clients approach me about this issue now. They would really like to see the ability to either bill a percentage or at least a lump sum of a task in Projects as a progress invoice.

  • Sarah Tampion commented  ·   ·  Report

    We have multiple clients using Xero Projects and a couple of these are builders. The deposit function is used for initial payments, however when progress payments are required they are not able to enter another deposit invoice. This would be helpful as they need to have multiple deposit/progress payment invoices to be be able to bill at each stage.

  • Alan Nguy commented  ·   ·  Report

    Really need this feature, still nothing

  • Helena Furiosi (Motlagh) commented  ·   ·  Report

    I would like to be able to invoice ONE TIME and select the option to pay the invoice in 3 instalments or whatever I choice and the breakdown.

    Then the customer can choose to either pay in full by the due date or pay in 2 or 3 payments on x y z dates. I would like them to be able to select the instalment option then be able to get reminders for other instalments of the same invoice on their set dates.

    Recurrent invoicing doesn’t work when you just want to offer an option to break down one specific invoice.

    Thank you.

  • Studio Bark commented  ·   ·  Report

    This is critical and we've been asking for it for a long time. Inability to create progress invoices causing us to research alternative accounts software to replace Xero...

  • Stuart Smith commented  ·   ·  Report

    Yes, Xero start listening to your customers!!!!!!!!!!

  • Adam Jubela commented  ·   ·  Report

    Holy **** Xero, add the feature already - this is ridiculous.

  • Rowena Kirkwood commented  ·   ·  Report

    Xero is really behind the 8ball here and it is sad when the programe is great not to have such a basic feature working - quite sad to say :(

  • Scot Arundel commented  ·   ·  Report

    I'm about to lose it. Dang it, fix this and fix it now. I need to add a line for a credit to a partially paid invoice and I can't do it LIKE EVERY OTHER FRIGGING SOFTWARE OUT THERE IS ABLE TO DO.

    WHAT IS YOUR HANGUP ON THIS?

    PLEASE FIX YOUR FRIGGING SOFTWARE or at least have someone come in here and explain why you are not doing this. That would be nice.

  • Leona Kelly commented  ·   ·  Report

    My query is still : Can Xero be updated so that we can set up an invoice with various payment dates/installments, when we offer instalment plans
    We want to create an invoice with original due date, but then add 'planned payments for multiple dates throughout the year when we agree instalment plans

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