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  1. Quotes - Convert to a deposit invoice and remaining amount invoice

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

    Hi team, thanks for explaining the importance of this idea to your business workflows.

    Right now, we’re developing a quote deposit flow where you'll be able to set one deposit as a fixed amount or percentage. 😊

    Once available and your quote is accepted, Xero will automatically create and send the deposit invoice, with the remaining balance due later. This is intended to make the deposit and balance easier to track in Xero, without manually raising the first invoice.

    It's actively being worked on and already with a small limited group of users. We’ll share updates when the rollout progresses, in the new year.

    Shelly Kilford supported this idea  · 
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    Shelly Kilford commented  · 

    I too have requested this option via Xero support.
    We have recently moved to Xero from Reckon and we issue deposit and progressive invoices. Reckon allowed for us to do this seamlessly by creating an Estimate/Quote first then 'flipping' it into an invoice for the desired amount (lets say 30% deposit). Then when the job was finished and we wanted to issue the balance invoice we opened the quote and 'flipped'. The Invoice would show that only 70% of the Estimate/quote balance was remaining. It was particularly helpful when we progressively invoiced balances of individual components upon completion.
    We moved to Xero due to all the hype but I must say the lack of this feature is a bit of a downer and really has doubled (if not trippled) the amount of work I have to do to create an invoice and ensure I don't miss an amount due.