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  1. Proforma Invoice - Ability to apply part payments before converting to invoices

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    44 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Regina Cromer-Halls commented  · 

    What I have done is create an item called DEPOSIT in which I have made the unit value - %. Then in the quantity box I put the value of the sells pre-tax and then make the item Tacable.

    I think Xero should have a way for you to include a Balance Due column which subtract the total from the deposit at the bottom after the deposit amount.

    Don't think this would be hard to program, but boy would it make life a bit easier for a small business