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  1. Prepayments - Send receipts and remittance advices

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

    Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

    alternative where you could send the prepayment transaction to your customer.

    Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

    • Change the 'Approved Invoice title' field to Receipt.
    • Deselect the Show unit price and quantity columns.
    • Deselect the tax column.
    • Deselect the Show payment advice cut-away

    We'll continue to stay tuned to the idea here, and let you know if there's change.

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    Billy Doecke commented  · 

    We also take prepayments from a large number of our customers and the ability to issue receipts for money received as a deposit is critical for our business. Not only does this assure our clients that we have received the money they have transferred to us, but it also acts as a record keeping measure to show that clients have agreed to buying a product and service from us, and that they were aware of that agreement.

    Billy Doecke supported this idea  ·