Settings and activity
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147 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
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Mark Hart
supported this idea
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45 votes
Hi everyone, thanks for the support you’ve added here.
While it's not possible to accept a payment on a Quote at this time, as you may have seen we’re in the process of releasing the ability to accept a deposit on an approved invoice.
That said, we do want to share that future plans for deposits include exploring earlier points in the sales cycle, such as from a quote. We understand this is a closely related workflow and we’ll share if there’s more progress to connect back here.
Mark Hart
supported this idea
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13 votes
An error occurred while saving the comment Mark Hart
commented
Critical feature in my mind when doing lengthy quotes
An error occurred while saving the comment Mark Hart
commented
On quotes and invoices, I would like it if each line was numbered downwards, i.e. 1, 2, 3....... etc, as we do many quotes and invoices which are large in content, so when trying to point out an item to a colleague or customer it can be difficult at times to identify the correct line if some of the item codes are very similar. Would anyone else like to see this?
Mark Hart
supported this idea
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A card payment link for pro forma invoices should be standard practice, this is where Xero is lacking the understanding business requirements, just another IT company!