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  1. Invoice - Ability to charge a credit card on file

    26 votes

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    submitted  ·  12 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Jenni Raath commented  · 

    This would be critical for our business and we wouldn't need another vendor to handle these types of transactions.

    Jenni Raath supported this idea  · 

  2. Proforma Invoice - Ability to apply part payments before converting to invoices

    159 votes

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

    Hi team, we appreciate you continuing to share with us through this idea.

    We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.

    Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.

    While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.

    Jenni Raath supported this idea  ·