Feature requested
What feature would you like to see in QuickFile?
I need it to record Deposits (Prepayments) individually against specific estimates. I have clients who have multiple estimates (bookings) for which each one has a deposit and each sum has to be allocated to a specific invoice. As you can only draw down the whole amount, I have to raise 2 invoices one for the deposit and one for the booking where I have to manually adjust the amount to take account of the deposit which has already been paid. I also need it to record deposits and show me what has been paid and which are outstanding. Can’t do this when deposit first paid as that can be for a booking in a different financial year.
Typical use case
So when I send an estimate and the client pays the deposit, it is linked to that estimate and will show up when the estimate is converted to an invoice,
How I would expect it to work
It would track paid and outstanding deposits so I don’t have to use Excel to do this.
At the very least it will allow me to draw down one payment from the Advance Payments rather than forcing me to draw down as much as the whole invoice is for.
One estimate, one deposit, one invoice, one balance payment.