Settings and activity
4 results found
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124 votes
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Nathan Carter
commented
Hi there,
I'm from Quotient (we integrate with Xero). We recently released a feature that lets you set a deposit as a percentage on quotes, supporting split or partial invoicing workflows with automatic tracking.
When the quote is accepted, Quotient automatically creates the deposit invoice in Xero (linked to the quote, showing it as partially invoiced), tracking remaining amounts without duplications or lost history.
Details on deposits: https://www.quotientapp.com/help/deposits
Details on split invoices: https://www.quotientapp.com/help/split-invoicesLet me know if you have any questions.
Thanks,
Nathan (from Quotient) -
73 votes
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.
An error occurred while saving the comment Nathan Carter
commented
Hi everyone,
I'm from Quotient (we integrate with Xero). We recently released a feature that handles exactly this workflow: set a deposit as a percentage directly on a quote.
When the customer accepts the quote, Quotient automatically creates the deposit invoice in Xero. It's properly linked so the quote shows as partially invoiced, and the remaining balance is clear for you to invoice later when the job is complete. No need to keep separate records or manually calculate the outstanding amount.
Details here: https://www.quotientapp.com/help/deposits
Let me know if you have any questions.
Thanks,
Nathan (from Quotient) -
515 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
An error occurred while saving the comment Nathan Carter
commented
Hi there,
I'm from Quotient (we integrate with Xero). While this suggestion is for deposits directly on invoices, we recently released a feature that lets you set a deposit as a percentage on quotes instead, as an alternative workflow that might appeal if you're using quotes upfront.
When the quote is accepted, Quotient automatically creates the deposit invoice in Xero (linked to the quote, showing it as partially invoiced). The customer sees a link to it right away (and can pay online if set up in Xero). You can then invoice the balance later as needed.
Details here: https://www.quotientapp.com/help/deposits
Let me know if you have any questions.
Thanks,
Nathan (from Quotient) -
39 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
An error occurred while saving the comment Nathan Carter
commented
For anyone who might be interested, we recently added eSignatures as an option for accepting quotes (through Quotient): https://www.quotientapp.com/blog/new-esignatures-and-acceptance-enhancements
Quotient has a nice integration with Xero.
Hi there,
I'm from Quotient (we integrate with Xero). We recently released a feature that lets you set a deposit as a percentage on quotes, supporting split or partial invoicing workflows with automatic tracking.
After quote acceptance, Quotient creates the initial deposit invoice in Xero, linked and showing remaining balances. For splitting into multiple invoices (e.g., monthly over a project), our split invoices feature handles this with clear tracking until the full quote amount is invoiced.
Details on deposits: https://www.quotientapp.com/help/deposits
Details on split invoices: https://www.quotientapp.com/help/split-invoices
Let me know if you have any questions.
Thanks,
Nathan (from Quotient)