Settings and activity
3 results found
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218 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.
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Helena Furiosi (Motlagh)
supported this idea
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437 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment Helena Furiosi (Motlagh)
commented
I agree with this. I find that when I do a "group invoice" and it goes to draft and I approve it just approves them and doesn't come up with any credits. It's only on single invoices. I then have to go back and do it manually. It wastes time. I also find overpayments hard to locate and allocate.
An error occurred while saving the comment Helena Furiosi (Motlagh)
commented
This would be greatly appreciated.
Helena Furiosi (Motlagh)
supported this idea
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842 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Helena Furiosi (Motlagh)
supported this idea
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I would like to be able to invoice ONE TIME and select the option to pay the invoice in 3 instalments or whatever I choice and the breakdown.
Then the customer can choose to either pay in full by the due date or pay in 2 or 3 payments on x y z dates. I would like them to be able to select the instalment option then be able to get reminders for other instalments of the same invoice on their set dates.
Recurrent invoicing doesn’t work when you just want to offer an option to break down one specific invoice.
Thank you.