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.
Shelly Kilford
supported this idea
·
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.