Quotes - Copy partial Quote to an Invoice
Ability to copy some part of quotes into invoice.
Purpose: Users’ can easily send an invoice for the work that clients/customers have done from what’s written on the quote.
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Julia Waghorne commented
Yes this is a need! As sometimes a quote might be partially completed, and only part of it is due for invoicing - but the remainder needs to stay put, ready for the job completion.
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Marie Griggs commented
This is why I signed on for accounting software, thinking I'd be able to keep track of the progress invoices against a quote. Surprised it's not a feature.
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Chris Tinta commented
Would love the Xero projects quote functionality to be available in Xero Quotes/Invoicing
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Jacqueline Kaytar commented
I have provided a quote and now need to charge my client a 50% deposit invoice, this is a standard way of doing business, how is this not already a standard feature in Xero?
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Jodie Lee commented
This is really vital... we have large quotes but once accepted they are often billed in stages, not all at once and it's fiddly having to constantly check back and forth to see what has/hasn't been billed and how much is left to bill. Please update this urgently.
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Jodie Lee commented
This is really vital... we have large quotes but once accepted they are often billed in stages, not all at once and it's fiddly having to constantly check back and forth to see what has/hasn't been billed and how much is left to bill. Please update this urgently.
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Hazel Stapleton commented
As the Xero system seems to encourage you to move from Project to Quote to Invoice it is critical for businesses who partially deliver and invoice quotes to be able to track this. Perhaps an inventory item or service on a quote could be given a status such as 'Filled' and 'Invoiced' so you immediately know at what stage it is at. Partially invoicing a quote at the moment only seems to add the items to the quote instead of eliminating them. Oracle ONLY offers un-invoiced filled items for a new invoice, so you don't invoice an item twice.
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Riki Janse van Rensburg commented
We would like to see which parts of a quote has already been invoiced, and which parts are still to be invoiced. As our projects run over a period of +- 3 months, we invoice the parts of the quote that has already been completed, each month.
It would be great if Xero could build in a feature which allows the user to avoid having to do manual recons of past invoices on each quote. -
Anne Peterson commented
the ability to see the balance left on a quote after being partially invoiced, the option is available in other software's and I have a current client threatening to go elsewhere if this option is not made readily available in Xero
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Coral Griffis commented
Invoiced quotes should have a link to the invoice. When you open a quote and it says "invoiced", you should be able to click on that word and be taken to the invoice.
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HANNES OLIVIER Snr commented
Is it possible to create a link between a quote and invoice that will indicate on the quote what was invoiced. This is of great importance for partial deliveries and will ease the effort that is done as it would automatically take only the outstanding items to the second invoice. It also will also make follow-ups easier and should be available in reports.
A similar feature between invoices and bills that will enable us to draw a backorder report for ease of use.
Both these features was available in Quick Books and was very useful
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HANNES OLIVIER Snr commented
Is it possible to create a link between a quote and invoice that will indicate on the quote what was invoiced. This is of great importance for partial deliveries and will ease the effort that is done as it would automatically take only the outstanding items to the second invoice. It also will also make follow-ups easier and should be available in reports.
A similar feature between invoices and bills that will enable us to draw a backorder report for ease of use.
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Abdul Khan commented
This product idea would let customers know if how much quote amount has been used up
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TRACEY Boult commented
this is currently a time consuming process for us as we invoice over periods of time and it doesn't seem right to have to keep a manual spreadhseet for ease of review - I am conscious that you can see invoice numbers in history
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TRACEY Boult commented
Additional columns on the quotes page which show how much is left to invoice on each quote / what has been invoiced - we used to use Quickbooks and that system would not let you 'over invoice' on a quote unless you had an exception but either way over invoicing was a conscious decision
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Studio Bark commented
It is crazy that this feature still does not exist. It should then be able to link back to the original quote, so that you have a progress report to refer back to and to send to clients if they want an update. After 6 years as loyal customers, this issue alone has forced us to look elsewhere
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Lance Jia commented
We provide professional services in staging. After we quote the job, we will invoice in stages depend on job done. Currently xero does not link invoice to the quote. So i have to manually delete items/services previously invoiced to create new invoice.
If all invoices linked with original quote, then it would be much better to follow up the balance which need to be invoiced. -
Ruth Ronald commented
We sell Christmas trees and take orders for various types of tree, all different sizes, all of which are dispatched in various part orders. It is critical that we can keep track of all items quoted, dispatched and invoiced. If xero is unable to reduce the number quoted, by the amount invoiced, are there any recommendations for an associated app to do so?
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Prashanti Lyree commented
Ability to create partial invoices from a quote, either as a percentage amount for each line or individual lines
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Nigel Coombs commented
When you part invoice from a quote have the quote update to show just the residual balance so that next time you raise an invoice only the residual amount is available to invoice. For example, if the quote is for 10 "widgets" and you invoice for 4 the quote could show the transaction and identify that there are only 6 left to invoice.