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

    146 votes

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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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    Terrence Kuzakov commented  · 

    We need proforma invoicing as we have multiple stage payments on each contract, having proforma invoices allows up to measure cash forecasting without the tax implications.

    not having this as a major flaw

    Terrence Kuzakov supported this idea  ·