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

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    12 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.

    Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.

    However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.

    We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.

    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.