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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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Scot Arundel
commented
I'm about to lose it. Dang it, fix this and fix it now. I need to add a line for a credit to a partially paid invoice and I can't do it LIKE EVERY OTHER FRIGGING SOFTWARE OUT THERE IS ABLE TO DO.
WHAT IS YOUR HANGUP ON THIS?
PLEASE FIX YOUR FRIGGING SOFTWARE or at least have someone come in here and explain why you are not doing this. That would be nice.
An error occurred while saving the comment Scot Arundel
commented
Two pages of requests for this basic feature and NOTHING from Xero. That tells me a lot.
An error occurred while saving the comment Scot Arundel
commented
I think we can all come to the conclusion that their programmers have absolutely no clue how to implement this. Perhaps if they hired some skilled programmers it would be done.
That is the only conclusion I can come to with their lack of implementation of this basic feature.
Well, it is either that or management is to stupid to implement the feature.
Take your pick.
I think even Microsoft Money Home and Business did this back in the day. :D
An error occurred while saving the comment Scot Arundel
commented
I deal with insurance claims and homeowners a lot. The statements when dealing with insurance can be very confusing to the customer. It is critical that I keep one job to one statement to help the customer understands where their money went.
After the job is complete the customer makes a payment. I have to file supplements to the insurance company and am not sure what the insurance will pay so I have to put an estimated amount on the line items submitted to the insurance company.
I need to be able to give the customer a progress invoice AND I need to be able to edit the amounts on the invoices after a partial payment has been received. When the insurance company makes a payment on the supplements I need to adjust the invoice amounts.
Without editable progress invoices it gets very confusing. It also complicates accounting with my bank account.
This is critical to me.
My only option right now use a "quote" until all the money comes in and prepayments. The insurance companies can take up to a month to pay. In that meantime the customer's payments, etc, are in "quote limbo"
This is something SIMPLE that most other accounting software offer. Please do this!!!!!!!!!!!!
Amanda,
Carry on. Xero doesn't care about the needs of their customers.