Pro forma
Add a Pro‑Forma Invoice option to Quotes and Invoices.
Rationale: Many accountants and businesses must include issued invoices in year‑end accounts even when payment is not guaranteed.
A Pro‑Forma Invoice option would clearly distinguish non‑binding estimates from recognised billing, reducing accounting confusion and audit risk for clients. It would streamline workflows for firms that handle large numbers of contingent or advance quotes, improve accuracy in reporting, and make Xero more attractive to businesses seeking clearer revenue treatment—likely bringing new clients to the platform.
Alison Callow
shared this idea
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. 🙂
-
Ben Adamson
commented
Similarly, my client wants a pro-forma invoice in order to set me up as a client. The PFI will be for 100% of project value, but nothing will be paid against this. As work progresses, I will issue further invoices for actual payment. I guess I could issue the PFI and then do a credit note for same amount, so it doesn't mess up my accounts, but is there an easier way?