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  1. Quotes - Copy partial Quote to an Invoice

    114 votes

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    submitted  ·  52 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Georgia De Sanctis supported this idea  · 
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    Georgia De Sanctis commented  · 

    Totally agree - when a quote is put together it may be for a large project, we want to bill monthly drawing down against the quoted amount . Straight forward to develop - please do it!

  2. Sales Invoice - Show associated Project name on the invoice

    85 votes

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    submitted  ·  28 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Georgia De Sanctis supported this idea  · 

  3. Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms

    201 votes

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    63 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!

    Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.

    We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.

    I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.

    Georgia De Sanctis supported this idea  ·