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
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂