Settings and activity
3 results found
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211 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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433 votes
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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835 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
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.