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55 votes
Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.
They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.
We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️
I'll be back to share where this works leads and next steps around this idea. 😊
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Carolyn Mars
supported this idea
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73 votes
Hi team, thanks for explaining the importance of this idea to your business workflows.
Right now, we’re developing a quote deposit flow where you'll be able to set one deposit as a fixed amount or percentage. 😊
Once available and your quote is accepted, Xero will automatically create and send the deposit invoice, with the remaining balance due later. This is intended to make the deposit and balance easier to track in Xero, without manually raising the first invoice.
It's actively being worked on and already with a small limited group of users. We’ll share updates when the rollout progresses, in the new year.
An error occurred while saving the comment Carolyn Mars
commented
For those of us working in Intellectual property, this would be really helpful for new clients when we don't know their payment record. An upfront deposit that is linked to their first invoice would be brilliant. The remaining invoice can go out once the initial stage is completed, or the whole job. It would prevent us being unpaid for initial work when a project gets shelved by the client, or if they are..ahem..slow payers. I'd love to see this happen, & see more detail.
Carolyn Mars
supported this idea
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43 votes
An error occurred while saving the comment Carolyn Mars
commented
I don't understand why this hasn't happened yet. 1. Keep sales credit notes separate from sales invoices- yes they ARE DIFFERENT!
2. Allow us to change the size of the columns on the invoices to suit our needs...
Honestly, all these comments and STILL nothing?? I don't need XERO auto reconciling- it doesn't do it correctly for me (too many similarities with invoice amounts maybe??) so many of the 'improvements' have made no difference to me or the company I work for. This is such a small ask... please???An error occurred while saving the comment Carolyn Mars
commented
Currently trying a Work-around of putting in CN, an invoice number so far down the track, it's unlikely we'll reach it. Which seems daft to have to do this. Fixing this would be really great, and I can see others would like this also. It is very messy to have the next invoice number already used by a Credit Note. It is NOT simple & doesn't reduce the need for manual tracking. Especially if you are keeping track of invoicing on an external register to ensure all job aspects have been invoiced...(if you sell a service, rather than inventory, for example) This sequencing is thrown out of whack completely if a Credit Note occurs. Why can't the Credit Notes have their own sequence?? Or default to the original invoice number? With an additional Year prefix, to designate when the CN happened, at a glance...not just the date of the action? That can't be that difficult to do, surely? All these changes and improvements, none of which have been all that helpful for a small business that sells intellectual services... And STILL, no change to allow changes to the sizes of the columns on the invoices...
Carolyn Mars
supported this idea
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As Duncan said below-This is great - but they need to be able to pay by other payment type not just card or stripe. eg Direct deposit. This has to be an option, otherwise it doesn't suit everyone. Not all small business can or want to spend extra on further services.