Sales Invoice - Automatically send invoices when they are raised
We would like to generate invoice data from our proprietry software which will be posted as authorised invoices and those invoices be automatically emailed to our customers.
Xero LSL
shared this idea
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Amanda Lines Baran
commented
Critical functionality for anyone receiving orders though external platforms (everyone?)
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Bill Mancer
commented
This is one of life's ongoing bugbears.
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Sarah Hartley
commented
Automatically sending invoices once they are approved.
We use Approval Max to approve invoices. It would be nice if the admin person didn't have to constantly check for approved invoices so that she can send them out. It would be much better if Xero just sent them once they've been approved by the manager in Approval Max.
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David Dodd
commented
We have several customers who insist on being emailed an invoice, at the moment we can only use post it notes to remind our staff and then send automatic reminders.
I would like a button in the customer option list that we can toggle that will automatically try and send an email to the customer when an invoice is approved. All the functionality is there, it just needs an automatic prompt to default to the approve and email option.
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Tanya Schmidt
commented
Feature to automatically send imported invoices generated from bookings in Squarespace to customers.