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

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    37 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Matt Freeman commented  · 

    Just seems to be a complete miss from Xero. Draft invoices provide a 'kind of' pro-forma but without then having online payment, creates significant issues for customers. It would be incorrect to raise a real invoice prior to actually completing the actions - for us a service sector company, we would not invoice prior to carrying out the service and our auditors would have a field day if we did as there's no evidence to support the invoice.

    Need this simple feature adding please guys.

    Matt Freeman supported this idea  ·