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

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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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    Zoe Vanstone commented  · 

    Would also like a Proforma as well as a quote to start PF-0000, as sometimes customers decide not to purchase from us & then we have to credit the invoice raised, or they take 5+days to make the payment & this messes up the invoice numbers.

    Zoe Vanstone supported this idea  ·