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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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    Parisa Aminian commented  · 

    We have recently migrated our system from myob to xero where we used to be able to apply payments to quotes which is something our customers would like to do, pay deposits. However, it's now made it difficult for us to distinguish between an invoice that is actually an invoice or an invoice for the sake of applying a deposit.
    This is a big flaw in xero. I wouldn't have migrated if I knew about this.

    Parisa Aminian supported this idea  ·