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146 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
Tiarna Nouwland
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142 votesTiarna Nouwland
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514 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Tiarna Nouwland
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40 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tiarna Nouwland
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16 votes
Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.
The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.
You can find more detail on how pro‑forma invoices work in our guide:
What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
Tiarna Nouwland
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29 votes
Hi Susan, thanks for raising this here. Appreciate that there are certain fields which are required to process motor trade invoices. At the moment, the DOCX branding theme can be customised to show a few fields. However, we understand the need for custom fields so we'll open this idea up for the community to add their support.
Tiarna Nouwland
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75 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Tiarna Nouwland
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64 votesTiarna Nouwland
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53 votes
Hi Nic, thanks for sharing this idea. We can see how helpful it would be to paste invoice details straight from a spreadsheet. It'd make the process faster and easier, especially for longer invoices.
For now, one option is to use the Import feature. By pasting your spreadsheet data into Xero’s CSV template and uploading it, you can create invoices in bulk. It’s not quite direct copy-paste, but it’s a quicker way to handle larger invoices.
We’ve moved this idea to Gaining Support to understand how many of you would find this useful. If you can, let us know what tool you’re copying from and which columns you’d most want to include, your feedback will help guide what we look at next.
Tiarna Nouwland
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181 votesTiarna Nouwland
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60 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Tiarna Nouwland
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46 votesTiarna Nouwland
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50 votes
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.
Tiarna Nouwland
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58 votesTiarna Nouwland
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67 votes
Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.
We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.
In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!
Tiarna Nouwland
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65 votesTiarna Nouwland
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77 votesTiarna Nouwland
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86 votesTiarna Nouwland
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88 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
Tiarna Nouwland
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100 votesTiarna Nouwland
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