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  1. Proforma Invoice - Ability to apply part payments before converting to invoices

    126 votes

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    submitted  ·  28 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Ayeza Nxumalo commented  · 

    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.

    Ayeza Nxumalo supported this idea  · 

  2. Products and Services / Inventory - Custom Fields

    22 votes

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    7 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    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.