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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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    Katarzyna Holden commented  · 

    Could Xero add to " Pro - Forma" to settings?
    I would like to send oro-forma to my customers and "Quote" is not what I'm looking for. My customers are already agreed with my term and conditions so I need only send pro-forma to receive payment before the work start.

    Katarzyna Holden supported this idea  ·