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  1. Invoice - Automatically generate invoices on quote acceptance

    41 votes

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    submitted  ·  15 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gerald Williams commented  · 

    Match received money to quote number for faster business transactions.
    Could also generate an invoice marked PAID.

    Gerald Williams supported this idea  · 

  2. Quote - Ability to view previous iterations of a quote

    24 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gerald Williams supported this idea  · 

  3. Quotes - Reduce number of steps to create and send

    26 votes

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    4 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gerald Williams supported this idea  · 

  4. Invoice reminder - Auto include PDF of invoice

    98 votes

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    submitted  ·  27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gerald Williams supported this idea  · 

  5. Quotes - Add payment link

    42 votes

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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.

    Gerald Williams supported this idea  ·