Accounting Ideas

Convert estimate or quote into multiple invoices for stage/instalment payments

There really should be the ability to convert or create multiple invoices from one estimate. For instance when an estimate is for the overall value of a product/service and the client/supplier wants to pay in instalments there should be a simple feature to convert/transfer the estimate into multiple invoices according to either an amount (£) or a %. This is a very simple feature and something that should be intuitive to serious accounting software like Sage. It's disappointing this hasn't already been included. Please can you look into this major problem for anyone who invoices in stages. Not only does it reduce double data input most importantly it completely throws the Summary results of amount estimated for and amount received as it only allocates the first invoice to that particular estimate - it will always appear part paid.

  • Guest
  • Feb 15 2021
  • One For The Future
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  • Guest commented
    15 Feb, 2021 03:36pm

    also as a french user; i would need this: "Convertir un seul devis en plusieurs factures