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

    68 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Monk commented  · 

    It is a real problem that Xero does not have Proforma invoicing. Post Brexit our EU customers often need a ProForma invoice with customs details before they can set us up as a supplier. I can create a quote and change the title to ProForma, but that then doesn't include payment details, which is a barrier to sales. I can create an Invoice and change the title to ProForma Invoice, but that messes up the P&L if the customer does not order. I know lots of people have requested this in the past, but I can't find that thread. Please help, this is a real problem.

    Andrew Monk supported this idea  · 

  2. Contacts - Allow multiple addresses for a single contact record

    1,142 votes

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    340 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

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    Andrew Monk commented  · 

    We sell to big corporates and universities. A big university has departments all over town and sometimes the country, but all with the same tax details. Currently, we must create a different account for each.
    We also synchronise with Capsule CRM, which then means different customers for the same university or even the same person! This gets messy very quickly. Please allow multiple invoice addresses within one account.

    Andrew Monk supported this idea  ·