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

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    12 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.

    Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.

    However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.

    We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.

    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.