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Completely agree! Xero pls spend less on advertising and more on product development.

18th January 2023
10 years later and still nothing has happened!? why, when this is part of running a lot of businesses??

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Sales Invoices - Issue progress payments on invoices for project/installment
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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Xero Team (Admin, Xero) shared this idea
· Oct 1, 2012 · Report…

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Progress payment would be so useful. Quickbooks has had this feature for years. Please can this feature be developed in the next update.

Being able to issue progress invoices against lines from a quote or project is essential for so many industries, I can’t believe Xero cannot do this, when QuickBooks has been able to for years. If the feature can allow the invoice to be created from within Xero Projects and a % inserted against each line to show progress to date, our clients will be able to see the work invoiced to date and the amount left to go all on the one invoice.

There is no functionality to automatically email an invoice update to clients that pay their invoices in installments.

We currently require 50% payment in the 1st month then the balance months later. This feature would be very helpful.

Is there a way to add another description line after a part payment has been made? Sometimes customers want additional things after they have paid their initial deposit.
The only way we can fix it is by reversing the payment first.

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

@Sue Di Benedetto
Yes, we do this every month - invoice with retentions.
You may email me if you wish
martin@tigergroup.co.nz

Does anyone know how to process an invoice with retention?

Xero. Please we only invoice on progress payment. Xero please assist URGENTLY

Thats a shame xero. Yous should finally get into this and make some efforts please. We need this feature.

I sent the same request to xero and they come back to me with this.

When will this be available pls

We only do progressive invoicing, where you charge your customer for a percentage of the total owed each time.

Hi
Xero purports Projects module but you cant progress invoice and you cant assign projects to purchase orders making it feature poor relative to other offerings. It can not really be said to represent project needs.

Please give us this feature as project clients go to QuickBooks online instead of xero because of this.

This is definitely a need for our business in relation to payables - same concept.

In the wine industry, it is standard that payment for grapes are done over three payments:

1/3rd 30EOM
1/3rd 30 June
1/3rd 30 September

We need to be able run a payables report with due dates for cashflow forecasting.

At the moment we are having to create three invoices for every single purchase to be able to achieve this.

The 'solution' provided by Xero support of having notes on the lines as a way to manage this is inefficient and does not show up in a report for use and from our perspective is in no way a solution.

I am keen for Xero to make some progress on offering the required functionality for their customers.

Please don't suggest that workflow max would take care of it. Workflow max is by far the most confusing and useless project managment application I have ever tried to learn.

This is such a simple function. If Xero had this function I would not need to use 3rd party software to do it.

May somebody from Xero admin update this 'idea' as it seems this should be a standard setting?!