ability to move from quote to order when payment received, before finalising as an invoice when order is completed
We need the ability to move from a quote to an order when the quote is accepted, then the ability to add a payment - either in full or as a deposit paid - before finalising as an invoice when the order is completed. The fact this is not available completely messes up the finance figures because Xero is factoring in payments it is expecting - even though (technically) it's not a real invoice because there's been no commitment because payment hasn't been made. We use the "quote to order to invoice" method to track where our orders are at and since we migrated to Xero it has just been one major headache. We are honestly contemplating going back to MYOB. Surely a simple check-box can be added when a person accepts a quote so we can send it out as an 'order' for payment (payment on placement of order scenario)? How hard is this, really?!
Robyn Rutley
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