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157 votes
Hi team, we appreciate you continuing to share with us through this idea.
We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.
Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.
While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.
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Ayeza Nxumalo
supported this idea
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44 votes
An error occurred while saving the comment Ayeza Nxumalo
commented
Hi Xero,
I am trying to assign products descriptions and prices, however, there are 3 products I have inputted that I am getting an error message saying I need to edit/remove unavailable inventory. We offer services and do not inventory items. The items are: Siding | Engineered Wood, Exterior Painting | Primer, and Exterior Painting | Finish. I looked at each and cannot find anything wrong with what was inputted. We cannot print quotes until this is resolved. Please help ASAP.
Customers need the ability to add payments to quotes as we receive them. We invoice in phases so use may have multiple line items (around 25) for the entire quote but only bill 3 or 4 line items at a time. We need a way to add those payments and see the remaining balance from their quote. Currently, the only way to do this is to copy the entire quote to an invoice and then add payment to the invoice. The problem is that we do not want to invoice the entire amount because it will mess up our books. We just need to be able to see the remaining balance at a glance as customers pay.