Quotes - Retain quote number when creating invoice
We currently avoid using the quote function for our business case as we need to use the Inv/Quote number as the reference from start to finish for the job, but this means the quotes are actually draft invoices so sit in draft.
In MYOB there was the ability to retain the quote number as the invoice number when converted, It would be excellent to have this as an option so we could use the quote function.
Aaron Pavlovsky
shared this idea
Hi everyone, thanks for sharing your thoughts. We appreciate the need to have the Quote number retained as the invoice number. While this is not quite the direct functionality in Xero, it can be achieved by using the Copy to feature, which references the quote number. Alternatively, you can try updating the sequence of the invoice to match the quotes. We recommend raising this with our support team so they can further investigate this.
