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

    62 votes

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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.

    Greystone Concrete & Construction supported this idea  · 

  2. Invoice - Edit invoice without removing the payment

    79 votes

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    submitted  ·  32 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Greystone Concrete & Construction commented  · 

    We have to change every invoice as we require deposits on every job. We’re now having to look at using a different program that allows invoicing a portion (eg. 40%) of the quote, and automatically calculates the remaining amount to invoice upon completion of the job.

    Greystone Concrete & Construction supported this idea  ·