Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    207 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    114 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Glenn Michael commented  · 

    Yes, I have done repeat invoicing. The problem lies with numerous items on the invoice having to be split into how many repeats needed. An option of dividing all items on an invoice by the number of repeats. Or number of months payments are being made over. As Some invoices are well over 45k with seasonal income clients (farmers), payments can be necessary over 2,3,6 or 12 month periods. Though this is a type of fix ,it should be one invoice that is then divided and sent at predetermined payment times as the sales on repeat invoicing is calculated at the time of the repeat invoices, not the first invoice, which may be in the quarter that is in a certain tax year etc, so its far from Ideal.

    Glenn Michael supported this idea  ·