Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
Chris | ADVITAC
shared this idea
Hi team, we appreciate interest in being able to report on invoices related to quotes and vice versa. This isn't something we have immediate plans of but are continuing to keep a close eye on the feedback and support here.
We'll share if there are any updates.
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Megan Pelser
commented
Create a report that shows the Quotation number and the created date as well as the Invoice number and created date. I want to be able to see all the information so I can see the turn around time from when we started with the client to the time it took to invoice them. No report on Xero shows both lots of information on one report. Also no way to export different reports and then link each line with a unique factor to build the report.
There should also be an option under build reports to pull from sources not just ledgers. Sometimes building reports is more than just looking at figures from a general ledger account only.
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Julia Garvey
commented
We're looking for a way to easily track multiple invoices raised against a single quote, including how much has been invoiced and how much remains. A report we can run against quotes and what invoices have been raised against the quotes would be helpful
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Elspeth Twist
commented
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.