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  1. 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.

    Norma Jackson supported this idea  · 
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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

  2. Practice tools | Staff - Ability to assign clients when inviting staff

    36 votes

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    2 comments  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.

    Norma Jackson supported this idea  ·