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1. Invoicing - Customers to pay deposits on invoices

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

   Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

   In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

   However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

   While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

   We’ll be sure to keep you updated on our progress right here on this thread. Thanks for being involved and sharing with us through community product ideas!🙂

   Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

   In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

   However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

   While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

   We’ll be sure to keep you updated… more

   An error occurred while saving the comment
   Gorden Lam commented  ·  23 April, 2024  ·  Edit…  ·  delete…

   We require a deposit before we can secure a booking for the customer. I was looking for a way to accept partial payments from XERO since 2017, it is now 2024 and it's unfortunate that nothing has changed. I continue to have to call the customer over the phone to get their credit card number so that I can manually charge a 50% deposit and process it on Stripe, then manually enter the deposit on XERO. This tends to be very time consuming and does not allow for an efficient payment process. Even Quickbooks invoicing accepts partial payments and has had that function for a while.

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   Gorden Lam supported this idea  ·  23 April, 2024