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  1. Quotes - Convert to a deposit invoice and remaining amount invoice

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

    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.

    Stephane Begue supported this idea  · 
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    Stephane Begue commented  · 

    Hello, it’s a really good idea, and not necessarily related to a project. A deposit can be a way to finalize a deal, and it would be great to invoice whatever percentage to the client, and come back later to the quote to charge another part or the balance.