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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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    Edan Page commented  · 

    We are also working on a proforma basis, whereby we request for payment to be made before an invoice is generated.
    Can this be done?

    Edan Page supported this idea  ·