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SUMMARY:
* The Quote Summary Report shows the same amount under Gross and Balance, whatever has already been invoiced against the quote.
* The Balance does not deduct amounts invoiced under a payment plan, so these amounts are counted twice across the quote and receivables reports.
* Request: show the true outstanding balance on accepted quotes after partial invoicing, meaning the amount accepted but not yet invoiced.

FULL DESCRIPTION:

We use the Quote Summary Report to track orders that our customers have accepted but that we have not yet fully fulfilled.

Some quotes are invoiced in several instalments, depending on the payment plan. For example, we issue a quote for 100,000, invoice a 20% down payment (20,000) when the customer accepts the quote, and invoice the remaining 80% (80,000) on delivery.

On acceptance, we use the "Create invoice" button to issue the down payment invoice. We do not mark the quote as Invoiced, because the order has not been fully fulfilled.

The Quote Summary Report then shows 100,000 under both Gross and Balance. At the same time, the 20,000 invoice appears on the Receivable Invoice Summary, so the down payment is counted twice.

We would expect the Quote Summary Report to show 100,000 under Gross and 80,000 under Balance. If Balance always equals Gross, the second column adds no information.

Xero support suggested two workarounds:
1. Revise the quote so the line amounts reflect only the uninvoiced balance. This means unmarking it as accepted, revising it to 80,000 and marking it as accepted again.
2. Export the Quote Summary Report to Excel and adjust the Balance manually.

Neither works for us. The first fails from an audit and governance perspective. The customer accepted a total price of 100,000, and invoicing the down payment does not change that. Reducing the quote to 80,000 would make the record show that the customer accepted 80,000, which is incorrect.

The second requires a manual adjustment every time the report is run. That is error-prone and not auditable, and it defeats the purpose of using an automated system such as Xero.

We request that the Balance on the Quote Summary Report reflect the true outstanding amount, net of invoices already raised against the quote, in the same way the Receivable Invoice Summary works. That logic already exists in Xero, so we are asking for it to be applied consistently across reports.