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  1. Proforma Invoice - Ability to apply part payments before converting to invoices

    159 votes

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    56 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate you continuing to share with us through this idea.

    We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.

    Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.

    While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.

  2. Sales Invoices - Add freight charge field

    75 votes

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    submitted  ·  32 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Paula Trevor-Roberts commented  · 

    For a business dealing in online sales and wholesale - we really need to have the ability to easily show the freight charge after the subtotal on an invoice - and not as another line.