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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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    Jerry Dunham commented  · 

    Agree @Xero Team - please can you maker this a priority. I think you will find an enormous amount of companies would require this particularly bespoke manufacturing and construction supply chain. Any comments?

    Jerry Dunham supported this idea  · 
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    Jerry Dunham commented  · 

    any news if this can be expedited? its a major pain point for us and there is a gap in the software market to handle this properly. we would likely change to any provider that can provide for this properly