Settings and activity
9 results found
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220 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 An error occurred while saving the comment 
Matt Bickerton
commented
Guys, this feature has never arrived, can progress invoices be made a priority? Ideally when selecting the task to invoice you can put a % complete next to it for invoicing this time.
An error occurred while saving the comment Matt Bickerton
commented
Being able to issue progress invoices against lines from a quote or project is essential for so many industries, I can’t believe Xero cannot do this, when QuickBooks has been able to for years. If the feature can allow the invoice to be created from within Xero Projects and a % inserted against each line to show progress to date, our clients will be able to see the work invoiced to date and the amount left to go all on the one invoice.
Matt Bickerton
supported this idea
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17 votes
An error occurred while saving the comment Matt Bickerton
commented
This is really important for us too.
Xero seem to ignore requests for this, it has been raised many times before, see link below with 151 votes and still no action from Xero?:Matt Bickerton
supported this idea
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70 votesMatt Bickerton
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29 votesMatt Bickerton
supported this idea
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Matt Bickerton
supported this idea
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108 votesMatt Bickerton
supported this idea
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223 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
An error occurred while saving the comment Matt Bickerton
commented
We would like to be able to export Xero Projects data into Workflow Max 2.
Matt Bickerton
supported this idea
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514 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Matt Bickerton
supported this idea
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416 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Matt Bickerton
supported this idea
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This is really important for us too.
Xero seem to ignore requests for this, it has been raised many times before, see another link below and no action on this one from Xero either?:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46878715-invoices-invoice-a-percentage-of-a-task