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

    211 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Luigi Liccardo supported this idea  · 

  2. Sales Invoices - Field for Customer's Purchase Order Number

    182 votes

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    85 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.


    At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.


    It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.


    In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here. 

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    Luigi Liccardo commented  · 

    Fields for Customer PO Number and Job Name are crucial for invoicing. Customers use their PO number to cross reference invoices they receive. We use Job Name or Number to cross reference the invoice we send. It seems absurd that Xero invoices omit these fields from invoices.

    Luigi Liccardo supported this idea  · 

  3. Sales Invoice - Show associated Project name on the invoice

    66 votes

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    submitted  ·  24 comments  ·  For small businesses » Business features  ·  Admin →
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    Luigi Liccardo commented  · 

    Displaying Project Name on invoicing is crucial. Please make the Project name field available for our custom invoice templates.

    Luigi Liccardo supported this idea  ·