Sales Invoice - Revert Approved invoice to Draft
Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.
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Charise Hassey commented
Yes agreed. You need to be able to revert to Draft.
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Ken Verma commented
Agreed - Very Important.
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Smart Accounting HB Ltd commented
It would be a very helpful option. Agree.
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Smart Accounting HB Ltd commented
Invoicing: please do not retire the current invoicing option. Also adding the button to be able to reverse the invoice to DRAFTS would be quite helpful. Other than that, the current invoicing features are working well and very user friendly as apposite to the new invoicing.
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Michelle Poulton commented
this would be so helpful as sometimes invoices are approved in error and the only way to rectify is to void and re-do
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Heather Palmer commented
This is a vital option and would love Xero to please fix the invoicing to make this available
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Shannon McMonigal commented
Yep, I accidentally click "approve" instead of "save" sometimes, it would be fantastic if we could revert to draft if it hasn't been marked "sent"
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Robert Darrow commented
very helpful. Currently my staff have no way to improve their drafts as I basically go outside of xero and email them what is mising. they they update and I have to remember to go back in.
The code is already in existance on Xero expenses so this is easy to roll out
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Antoinette Micallef commented
This feature would be very helpful when it has been approved in error or if you need to add a line to it for interest charged on late payments.
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Carol Hatten commented
This would be very helpful in cases when goods haven't been shipped yet!
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Ken Verma commented
Yes agreed , certainly a very useful facility for the situations explained by Nadine.
We are not live in Xero yet and lack of this feature will certainly cause problems. -
Nadine Hyslop commented
Yes I need this option! So many times I've accidentally hit the Approve button instead of save!
I use the awaiting approval as editing draft invoices that get more added to them before the end of the month (such as weekly corporate contracts) cause then I'm not creating a new invoice every single time.
An alternative would be to swap the save and approve buttons, so the 'Save' is in the green on the right side. -
Leanne Reid commented
Be able to move invoices back to draft
I often get "Click Happy" and send through for approval when I need them to stay in drafts.
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Office Admin commented
There's no button to disapprove or return an invoice for revision in Xero. It would be great if you can add it.
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Isaac Shalev commented
@Nick the actual process might need to be void-and-recreate-as-draft, but the end result would be functionally the same.
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Nick Dorogavtsev commented
I believe this would be against international accounting standards. Terrible idea.