Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    157 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    53 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Michael Davidson commented  · 

    Proforma invoices are an essential element to businesses that have a lead-time to their work. Is there any way to expedite this feature? It would be a huge plus for all contractors who receive part payments at stages throughout the work they are doing.

    Michael Davidson supported this idea  ·