Settings and activity
3 results found
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5 votes
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James Simons
supported this idea
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542 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
James Simons
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 James Simons
commented
Is it possible to split a quote once accepted to allow us to collect a deposit, then charge the final percentage once the job is complete? Currently we send a deposit invoice then a final invoice but it gets messy and is hard to allocate an accepted quote into an invoice when a percentage of that quote has already been paid.
James Simons
supported this idea
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Have an editable drop down box in the decline button on the quote function so we can set why a quote is getting declined.
To expensive, to slow to provide, no longer required etc.