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  1. Quotes - Add payment link

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

    Hi everyone, thanks for the support you’ve added here.

    While it's not possible to accept a payment on a Quote at this time, as you may have seen we’re in the process of releasing the ability to accept a deposit on an approved invoice.

    That said, we do want to share that future plans for deposits include exploring earlier points in the sales cycle, such as from a quote. We understand this is a closely related workflow and we’ll share if there’s more progress to connect back here.

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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  ·