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

    117 votes

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    submitted  ·  25 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

    1,293 votes

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    422 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

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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  ·