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  1. Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice

    38 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Tracy Lofberg commented  · 

    Do Xero actually review and respond to these platform issues???

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    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 up

    Number 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.

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    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  · 

  2. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    151 votes

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  Admin →
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    Tracy Lofberg supported this idea  · 

  3. Sales Invoices - Issue progress payments on invoices for project/instalment

    211 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Tracy Lofberg commented  · 

    It's ridiculous that this is not possible. Causes so much unnessecary work.

    Tracy Lofberg supported this idea  ·