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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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    Karyn Fenton commented  · 

    Being able to put a payment to a quote before changing to an invoice. One of my clients receives deposits, and whilst doing the job the customer asks for extras. Therefore we have to remove the deposit payment edit the invoice then re-apply the payment. Lots of double handling, especially if lots of clients

    Karyn Fenton supported this idea  ·