Settings and activity
3 results found
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38 votes
An error occurred while saving the comment An error occurred while saving the comment Tracy Lofberg commented
There NEEDS to be an option to edit an invoice amount after a deposit payment is applied.
Take an event business for example.
Wedding (or any function) booked, booked for 100 People attending one year prior to event.
Catering 100 x 50 = $5000
Deposit paid - $500
Invoice remaining is $4500
1 year later event coming upNumber confirmed at 110 - total invoice is now 5500 - 500 deposit $5000 remaining.
Numbers need to be adjusted on invoice - although without removing payment this is impossible!
Need to either remove the payment and reapply OR create a new invoice for the new increase in numbers. The customer now has two invoices to pay.
NOT professional AT all - I can't believe there is no work around or app.An error occurred while saving the comment Tracy Lofberg commented
This is such an important feature for many clients. Deposits can be paid, then guest numbers for a booked event may change (event industry). Or a deposit for starting a job, then there is another part of the job preferrable to be added to same invoice (trades). I cannot believe that such an incredible accounting system that is readily used by so many businesses would not update this feature???? PLEEEEEAAASEE??? why not?
Tracy Lofberg supported this idea ·
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151 votes
Tracy Lofberg supported this idea ·
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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.
An error occurred while saving the comment Tracy Lofberg commented
It's ridiculous that this is not possible. Causes so much unnessecary work.
Tracy Lofberg supported this idea ·
Do Xero actually review and respond to these platform issues???