Settings and activity
3 results found
-
64 votes
An error occurred while saving the comment 
Dean Eislers
supported this idea
·
-
208 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
An error occurred while saving the comment Dean Eislers
commented
Projects is not really an appropriate name without this function. It's how so many businesses run. It's in the book keeper version but I am not a book keeper. It really only needs to be very basic.
Dean Eislers
supported this idea
·
-
71 votes
An error occurred while saving the comment Dean Eislers
commented
Adding my 2 cents in again, since my original post is now buried in some unread forum.
Even if there was the ability for alphabetical sorting, then at least I could put a 00, 01, 02, etc on the front of the task to order it as necessary. That would require almost zero development.
This would be very helpful. Obviously the data is there, the info shows up in the draft invoice in line items. Please add.
The Projects add-on is supposed to be a simple bolt-on without the bells and whistles, but including the name of the project at least an option or placeholder seems like a basic requirement.