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

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    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.

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    carlo tribbia commented  · 

    Like others on this string, being able to invoice a progress amount whether that be hourly rate or percentage completed (all with variations) is simply a basic function of carrying out ongoing projects.
    The invoicing platform as it stands is a very simple one of payment for goods and services rendered arrangement and does not incorporate longer terms 'project' invoicing requirements.
    As it stands, I need to create and invoice document, PDF then attached to the Xero invoicing platform then email the invoice, through Xero without the Xero generated invoice to avoid hacking attempts. I am essentially using Xero as a postbox.
    Surely this is a priority

    carlo tribbia supported this idea  ·