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

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    119 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.

    We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.

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    Marcel van Schie commented  · 

    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...

    Marcel van Schie supported this idea  · 
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    Marcel van Schie commented  · 

    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