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

    155 votes

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    49 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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    Graeme Towers commented  · 

    You can assign a quote to a Project guys. From the project you can partially bill progressively

    Graeme Towers supported this idea  · 

  2. Reporting - Show average Days to Pay by customer

    227 votes

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    43 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.

    Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.

    Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.

    I'll be back to update you all here as work for customer reports gets underway. 🙂

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    Graeme Towers commented  · 

    With the right existing report and a bit of excel manipulation I'm getting a result I can work with - so how about it Xero