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I'm surprised that the request for "Quotes - Feature for customer to select which items to accept" has been merged with this as they are very different features.
Sending a quote with multiple options to a customer to choose from is not the same as copying a partial quote to an invoice (which I would want to do for progress payments).

Hi, I would like to be able to complete quotes correctly please. So for example, a quote was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.

It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.

I create monthly reports of accepted, declined and invoiced quotes. It would be helpful to have the correct function options to gain more accurate reporting and to not leave the quotes in an un-finished status.

When invoicing from a quoted job, there should be an option to partially invoice rather then manually adjusting the value.

A simple partial invoice option and then a percentage you can add in.

Say month one you want to invoice 20% of the job, Xero & yourself/team would then know there is 80% left to invoice and so on, before 100% of the job is invoiced and can be ticked as invoiced.

Hi there,

I'm from Quotient (we integrate with Xero). We recently released a feature that lets you set a deposit as a percentage on quotes, supporting split or partial invoicing workflows with automatic tracking.

After quote acceptance, Quotient creates the initial deposit invoice in Xero, linked and showing remaining balances. For splitting into multiple invoices (e.g., monthly over a project), our split invoices feature handles this with clear tracking until the full quote amount is invoiced.

Details on deposits: https://www.quotientapp.com/help/deposits
Details on split invoices: https://www.quotientapp.com/help/split-invoices

Let me know if you have any questions.

Thanks,
Nathan (from Quotient)

Hi there,

I'm from Quotient (we integrate with Xero). We recently released a feature that lets you set a deposit as a percentage on quotes, supporting split or partial invoicing workflows with automatic tracking.

When the quote is accepted, Quotient automatically creates the deposit invoice in Xero (linked to the quote, showing it as partially invoiced), tracking remaining amounts without duplications or lost history.

Details on deposits: https://www.quotientapp.com/help/deposits
Details on split invoices: https://www.quotientapp.com/help/split-invoices

Let me know if you have any questions.

Thanks,
Nathan (from Quotient)

We do this as well, and I'd also like to be able to quickly report on Quotes and their outstanding balances.

Totally agree - when a quote is put together it may be for a large project, we want to bill monthly drawing down against the quoted amount . Straight forward to develop - please do it!

Im considering moving from Xero to another platform for this feature alone!

It's a basic function and it's ludicrous that it's not included as a standard capability. I always need to invoice a percentage of quotes to clients as a confirmation of the job/deposit.
Other platforms have this capability, why not Xero.

Our previous platform allowed us to seamlessly invoice the customer in part or percentage from the accepted quote. This meant being able to keep track of the remaining amounts - without creating errors, duplications, or multiple invoices. This is critical to our projects and workload, saving time, stress and confusion!

This is critical missing feature for us when we need it for:

- staged payments / progress payments on larger orders (e.g. deposits)
- partial delivery of larger quantity items

Mainly for accepting work deposits in my case.

Why hasn't this been done yet ? this is from April 2024?

Hi, Did anyone resolve this part acceptance please?

Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

It would be helpful if;
- We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

OR

- When a quote is marked as accepted but not invoiced; have the ability to when creating an invoice, assign the invoice to a particular quote and create some type of useful or navigable relationship between them.

User flow would/could be;
1. Quote is created for £X
2. Quote is accepted
3. Invoice is raised for partial/split payment of £Y and approved (and or sent)
4. After an invoice is no longer draft, it can be assigned/related to a quote

After a quotes total amount has been raised as invoices, the quote is automatically marked as “Invoiced” with all related invoices being listed in the “History and notes” section.

Hi, I would like to be able to complete quotes correctly please. So for example, QU-6767 was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.

It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.

I create monthly reports of accepted, declined and invoiced quotes. It would be helpful to have the correct function options to gain more accurate reporting and to not leave the quotes in an un-finished status.

Currently we are amending the quote by deleting lines when we part invoice - this is to stop us running the risk of invoicing the full quote in error in the future and not just what's outstanding. However this means that we never have the full quote history for part invoiced quotes on xero. A function for the quote to automatically update with remaining lines to invoice whilst still keeping the history of the full quote intact would be extremely beneficial to our business and save significant amount of time in having to save quotes outside of Xero and search as needed.

Having the ability to be able to choose certain items from a quote to invoice and then the quote updating to show what has yet been invoiced would be a great funtion.

I would like to be able to partially invoice for items on a quote.
Then the quote showing what had been invoiced and what was left to invoice.

This is something I need to do, so agree this would be a useful function.