Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Sales Invoices - Ability to specify a % of invoice held on retention

    48 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

    Kay Lee supported this idea  · 

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

    227 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    117 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update with you all.

    We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

    We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

    We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

    An error occurred while saving the comment
    Kay Lee commented  · 

    Please add payment schedules for the sale invoice and bill.

    Kay Lee supported this idea  ·