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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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Marcel van Schie
supported this idea
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An error occurred while saving the comment Marcel van Schie
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Progress Claims
The ability to set a total order or contract value that is displayed to the customer on every invoice ir other means and progressively ( by way of % ) show invoice amounts to 100%
I currently need to do this manually and it’s inefficient. I enter the total order amount in the description and then calculate the invoice. It means copy old invoices over continuously
Alternatively a spreadsheet can be added to each invoice issue but that defeats the purpose of xero
Quick books offers the ability to progress claim
Please add it as part of Xero for all clients who have contracted work
Thanks
its now mid 2024 and still can't make basic progressive invoice claims against an order. I have to manually calculate % work progresses then subtract from previous invoices. Xero is designed to make accounting easier and remove manual processes yet this very basic function is still not available...