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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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    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  ·