Accounting Ideas

Being able to raise a deposit invoice from the quote.

When you create a quote, and a customer accepts it, the options available are create invoice or declined.

We invoice our customers after the services have been received, but take a 10% deposit at the time of confirmation.

It would be fantastic to have deposit invoice as an option, where this would generate a invoice for the deposit for an amount the user requires, with this also marking the quote as accepted.

  • Guest
  • Feb 23 2021
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  • Guest commented
    10 Mar 10:56am

    we have been asked for this facility

  • Guest commented
    6 Mar 03:05pm

    Yes, this would seem a very simple feature and its disappointing that Sage hasn't covered this. Having looked through other feedback comments there are numerous threads that ask for this feature in albeit in slightly different wording - Lots of business who provide a service, quote for the entire project but invoice in stages. There needs to be a simple feature that allows you to create multiple invoices from a quotation based on a percentage breakdown. It throws the entire summary when a stage payment invoice is allocated against the overall quote. So Basic and I'm astounded Sage doesn't have this. I'm currently looking at other software for our accounting as a result. Offer the long winded work around through creating projects isn't a good solution, its slow and requires repeat data input. SAGE - you might think this is a minor problem but as i say - after a quick scan through other 'New ideas' it seems to be a regular problem raised.

  • Guest commented
    24 Feb 02:28pm

    J'aimerais pouvoir créer une facture d'acompte depuis un devis.

  • Guest commented
    23 Feb 04:01pm

    Me too