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

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    37 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.

    Geoffrey Rae supported this idea  · 
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    Geoffrey Rae commented  · 

    Really, all the people asking and still no pro forma yet. You seem to keep updating and changing things yet this request from many people for many years has still not addressed.