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.
123
votes
AdminXero Team
(Admin, Xero)
shared this idea
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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.
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Natalia Thorn Coe
commented
It would be useful to be able to generate several invoices from one quote since we typically send invoices at several stages of a project.