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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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    Tharina van Wyk commented  · 

    It would really help our workflow if the payment link/service can be applied to quotes. Payment secures bookings. We are sitting with unpaid invoices at end of the month that might never be an actual sale. This impacts revenue as well as VAT payable. The payment link is necessary to facilitate easy payment for our customers abroad.

    Tharina van Wyk supported this idea  ·