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

    152 votes

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    44 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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    Norma Jackson commented  · 

    Do I interpret Xero's lack of response as indicating that you are not working on this feature?

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    Norma Jackson commented  · 

    I agree that it is massive failing on the part of Xero.

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    Norma Jackson commented  · 

    Can you put a time scale on this. It causes major problems with our company trying to keep track of payments. Even reconciling the bank is difficult. Please be aware that many businesses issue proforma invoices. Payment in part or in full is required against proforma invoices. Do Xero have any serious plans to progress this

    Norma Jackson supported this idea  ·