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

    227 votes

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

    Hi everyone, we'd like to share an update with you all.

    We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

    We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

    We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

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    Jamie Meyer commented  · 

    We often need to issue high-value invoices for unexpected but essential scopes of work that cannot be curtailed or delayed. At the same time, we remain mindful of our Clients’ cashflow.

    Currently, this creates significant challenges in our accounting platform:
    • To accommodate instalment payments, we are forced to issue multiple invoices for work completed within the same period. This complicates both client communication and internal record keeping.
    • While Xero allows for part payments, it does not reflect goodwill or clarity when a Client receives an invoice for the full amount and we must manually note that it can be paid in instalments.
    • Each instalment requires manual changes to due dates, while the system continues to show the full remaining balance as overdue or outstanding—even when that is not the case.
    • This misalignment means that multiple departments (accounts, cashflow management, and operations) must manually track and remember each arrangement to prevent incorrect overdue reports, halted work scopes, or unnecessary credit limit restrictions.

    A system upgrade that enables us to create and manage instalment schedules directly within the invoicing workflow would:
    • reduce administrative burden,
    • improve accuracy and reporting integrity,
    • provide clearer communication to Clients, and
    • ensure alignment across all departments.

    Jamie Meyer supported this idea  · 

  2. Email templates - Remove the organisation name

    10 votes

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    5 comments  ·  Users & setup » Navigation  ·  Admin →
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    Jamie Meyer commented  · 

    Hello Kelly,
    In my case, I am aware of this and have the Legal/Trading Name in the Organisation Settings completed as per my legal obligations. However, for two reasons not being able to remove the Legal/Trading Name on an Invoice email is a problem;

    1. As I work internationally, I have more than one Trading Name and Clients do not need to see all of them, only the one relevant to them.

    2. The Email Logo matches the Invoice Template that is being utilised which already states the Trading Name applicable.
    When the preceding line is then the Legal/Trading Name this demonstrates more names than the logo entails.

    Jamie Meyer supported this idea  ·