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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!

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.

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.

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.

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 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.

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!

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.

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.