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  1. New Invoicing - Pro forma

    66 votes

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    3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.


    The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.


    You can find more detail on how pro‑forma invoices work in our guide:

    What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/



    Jerry Dunham supported this idea  · 

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

    157 votes

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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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    Jerry Dunham commented  · 

    Could we join the small group of users!?

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    Jerry Dunham commented  · 

    Xero - please listen to your customers and develop this asap.

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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