Once off clients
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or receipt tailored to ad-hoc customers would be highly beneficial.
Suggested functionality:
Generate a compliant invoice/receipt without creating a permanent customer record
Allow classification such as “Walk-in Customer” or “Cash Sale”
Automatically reflect payment received on the document
Produce a clear proof-of-payment document suitable for audit and future e-invoicing requirements
This capability would support small custom manufacturers and service providers who operate outside traditional POS environments while maintaining compliance and efficient recordkeeping
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂