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  1. Proforma Invoice - Ability to apply part payments before converting to invoices

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

    Hi team, we appreciate you continuing to share with us through this idea.

    We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.

    Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.

    While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.

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    Nicola Smith commented  · 

    Dear Xero Team. Will please answer the question: why are you not adding a proforma invoice option?

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    Nicola Smith commented  · 

    I am baffled by the reticence of Xero to implement the very basic function of proforma invoices. What is the issue?

    And I agree with Chris - there is far too much clutter on the screens. Xero seems obsessed with the invoice template, to the exclusion of the bookkeeping and accounting functionality.

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    Nicola Smith commented  · 

    I think this is a massive failing with Xero. Proforma invoices is a standard common practice in business. I don't understand the reticence of getting this functionality in place.

    Nicola Smith supported this idea  · 
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    Nicola Smith commented  · 

    We use Draft invoices as proformas, and need to have online payment links enabled. Why is it not possible to have this functionality?