Settings and activity
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16 votes
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9 votes
Kerri Borg
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6 votes
An error occurred while saving the comment Kerri Borg
commented
This is potentially a major risk management issue. Xero please address as a priority - at the very least include what was changed in the history audit trail and by which user.
Kerri Borg
supported this idea
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3 votesKerri Borg
shared this idea
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88 votesKerri Borg
supported this idea
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405 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
An error occurred while saving the comment Kerri Borg
commented
This is an important feature to enable automatic calculation of deposit amounts (eg 50% of amount quoted) and also have the Pay Now function give you the option to pay the agreed deposit amount of the full amount. Please fast track this feature! For some of our clients using Xero, this is a critical function so I've marked it as such.
Please prioritise this functionality - it is really time consuming to maintain when you have a lot of users and even adding one new staff member is tedious to get the permissions correctly selected with consistency across the team.