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  1. Quotes - Add payment link

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    19 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for sharing how useful it'd be for customers to pay as soon as they accept a quote. We’re developing a way for a business to request a deposit on a quote, as a fixed amount or percentage.

    Once available and a quote is accepted, Xero will automatically create and send the deposit invoice, and the customer will be able to go straight to online payment. Helping to reduce manual follow-ups and help you secure bookings or upfront costs at the point of acceptance. ✨

    It's currently with a small group of users. We’ll keep you updated as it rolls out more widely, which is likely to be in the new year.

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    Ryan Ebbage commented  · 

    We use this as many business just want to pay and start the contract.

    Ryan Ebbage supported this idea  ·