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  1. Invoice - Automatically generate invoices on quote acceptance

    42 votes

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    15 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.

    They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.

    We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️

    I'll be back to share where this works leads and next steps around this idea. 😊

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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

    26 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

    46 votes

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    18 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  ·