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Yes if a quote has multiple line items that need to be invoiced at different times it would be great if once you invoice one item the quote is updated to show what has been invoiced and leaves the remaining amount still to be invoiced.

Yes, this would be absolutely fantastic! I've had clients hassle to go back to Quickbooks because Xero does not have this function.

Yes, this would be great value for my clients to see all services available and they can choose which services they would like to take at that moment. The items that have chosen should calculate to the final quote value. Those that are deselected should be great out.

This will allow the clients to see what services are available and to create their own custom package.

Thanks

We really need this as may need to move away from Xero if we can't have it.
We need the ability for clients to accept PARTS of a quote and not all of it - so accept or decline line by line. Or even better would be accept / decline / to be agreed a later date. As we have clients who know they definitely want X and they might want Y and when the see the quote they decide X for now and we might do Y later on in a few months - see how X goes. For example, they want a timetable writing but they don't know yet if they want help after that to implement the rooming and staffing. So we put that as optional on a separate line. Reading around the forum, it sounds like something similar MAY exist in Xero Practice Manager (although not quite right), but that is not an optional add on for us when we go to our account.

Yes this is needed. We request based of the quote an upfront payment to schedule, then progress payments so this would assist in reconciling against the quote.

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

Option for customer to accept only selected lines. We quote customers for consumables for their equipment. Many times they will send us a Purchase Order based on the quote for only a few things on the quote. It would be useful to be able to Accept All or Accept Selected in which case you could choose the quote lines to be copied to the invoice. This is important to us because when we mark a quote as accepted after looking at the PO it takes time for us to put the order together. This will prevent accidental over supply of items not agreed to.

I agree this feature is needed. So far as a new Xero user, it just feels like the platform creates more work rather than making you more efficient!

It would be great it quotes could have a tick box for the client to accept only some quoted items.
As an interior designer, I present quotes for a number of furniture options and it would be so helpful if the client could tick the boxes for what they do want, rather than only being able to accept the whole quote.
I'd also like the option to save the quote items and aren't accepted and only convert accepted items to an invoice, as sometimes the client will come back and purchase other quoted items at a later time.

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.

It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.

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.

Would love the Xero projects quote functionality to be available in Xero Quotes/Invoicing

We did have purchase order in bulk of goods or service and supplier will sent us by few time of delivery goods or service. And it happen to Quote to sales invoice too. There is no possible to show percentage of PO/quote balance after partial convert only, So we have a problem to control how much/how much of percentage of work amount we havent invoice from Quote and how much/how much of percentage of work amount havent received goods and service from supplier from PO.

We have many client base on project base billing need to trace to quotation and purchase order how percentage biling in accounting. Some of them feel trouble might switch to other accounting software and we as a outsource of their bookeeper we also feel disappointed on this Xero lack of this useful function, we lose thier job as well.

If Xero can done it will attract more client switch to XEro

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?

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.

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.

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.

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.

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