Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality
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.
Michael Meynell
shared this idea
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Nathan Carter
commented
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-invoicesLet me know if you have any questions.
Thanks,
Nathan (from Quotient) -
Karen Wright
commented
We do this as well, and I'd also like to be able to quickly report on Quotes and their outstanding balances.
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Kevin Lim
commented
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 -
Jared Turner
commented
Mainly for accepting work deposits in my case.