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Sales Invoices - Block ability to email drafts or pop up warning that draft is being emailed

Hi,

I recently made the error of emailing a draft invoice to a customer by accident. Not sure how i managed to do it - maybe too many drinks whilst completing the invoicing :) haha

But it occurred to me that there should be a way or an option to block the sending of draft invoices. Or even a prompt when you try to send it reminding you it's still a draft invoice. I mean whats the point of approving invoices if you can send out the draft's anyway??

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminEthan M (Admin, Xero) responded  · 

Appreciate it's been quite some time since we last updated this idea, everyone.


I wanted to share some of the change that's come through with new invoicing, specifically around the approve and send process, which may now accommodate some of the interest in the idea here.


Approve and Send have been incorporated in new invoicing, so this saves you a bit of time.


Rather than needing to complete 2 separate actions (1. Approve the invoice 2. Send the invoice) this has all become one flow, from a draft invoice if you select 'Send' this'll auto approve the invoice in Xero.


A caveat to this is where you have a Credit Limit set up and it's been exceeded - Xero'll grey out the option to Send.


At this time in, we don't have plans for adding further blocks or warnings when sending invoices. 


We'll keep our eyes on this idea though and share if there's a change 😁

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  • Elaine Bailey commented  ·   ·  Report

    Absolutely agree, nobody wishes to be seen as unprofessional - this really should be implemented! Thank you in advance Xero!

  • Maree Biland commented  ·   ·  Report

    This would be terrific .. I am constantly doing this, after exporting invoices from WorkFlow Max and emailing them from Xero .. I don't know how many times I have had to approve and resend (with an apology) for sending a draft initially - a prompt to say 'do you realise this invoice is still in draft' format would be great.

  • Charlotte Godbolt commented  ·   ·  Report

    Totally !!

    Exact same thing just happened to me.

    This is a no brainer! get a warning / pop-up window in there; or some extra layer!

    not a good look!