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Dear Xero Team. Will please answer the question: why are you not adding a proforma invoice option?

A quote based system isnt a profroma invoice! Why not just do what people are asking for and create a proper invoice option?

I was told by XERO Admin to add my comment of June here:

We absolutely need a PROFORMA option just like you have a QUOTE

The quote is useless as a PROFORMA as a proforma has to have everything on it just like it was an invoice, but without being an invoice.

I have a half dozen odd invoices that have never been proceeded with by the customer so now they all have to be deleted and leaves gaps in invoice numbers.

This is so fundamental to running a business.

Once someone has paid it you press a link to turn it into an invoice - because that was a proforma is - it ensures you get the money first before you raise an invoice and send them the goods or services along with the invoice.

Could we join the small group of users!?

Proforma invoices is a standard practice in business. We need them. Please get this functionality in place as soon as possible!
It's not complicated.
Like other users we are considered leaving Xero because we can't create proformas.

I am baffled by the reticence of Xero to implement the very basic function of proforma invoices. What is the issue?

And I agree with Chris - there is far too much clutter on the screens. Xero seems obsessed with the invoice template, to the exclusion of the bookkeeping and accounting functionality.

in uae. pls create a separate proforma invoice sequencing for easy tracking/monitoring. plssss

How long will it be before we can delete payment links so we don'thave all the unnecessary clutter in the system? Seems like a simple and obvious thing to have included from the very start

Please add payment links to draft/proforma invoices.
My client recently moved from Sage to Xero and says this was a feature they relied on when using Sage.

Do I interpret Xero's lack of response as indicating that you are not working on this feature?

It is great that Xero is starting to 'consider' this basic requirement, and more generally proforma invoicing, for manufacturing businesses.
I can only support the recent community feedback that Xero should prioritise this.

For my business, we are close to reaching the point where we will need to consider switching providers and at that point there will not be any pressure to return to Xero!

Definitely causing me headaches with clients records, not being able to make a payment against a pro-forma, before converting to a purchase invoice. Can't wait for this to be introduced.

I agree that it is massive failing on the part of Xero.

Xero - please listen to your customers and develop this asap.

I think this is a massive failing with Xero. Proforma invoices is a standard common practice in business. I don't understand the reticence of getting this functionality in place.

Can you put a time scale on this. It causes major problems with our company trying to keep track of payments. Even reconciling the bank is difficult. Please be aware that many businesses issue proforma invoices. Payment in part or in full is required against proforma invoices. Do Xero have any serious plans to progress this

Would also like a Proforma as well as a quote to start PF-0000, as sometimes customers decide not to purchase from us & then we have to credit the invoice raised, or they take 5+days to make the payment & this messes up the invoice numbers.

Agree @Xero Team - please can you maker this a priority. I think you will find an enormous amount of companies would require this particularly bespoke manufacturing and construction supply chain. Any comments?

Proforma invoices are an essential element to businesses that have a lead-time to their work. Is there any way to expedite this feature? It would be a huge plus for all contractors who receive part payments at stages throughout the work they are doing.

You can assign a quote to a Project guys. From the project you can partially bill progressively