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New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.

If it was a system setting companies could chose best option for them.

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Peter May shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

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  • Tony Hodder commented  ·   ·  Report

    Make the "Approval" button on new invoice customisable. For example, I would prefer the button to be "Approve" and not "Approve & Email". Others may prefer "Approve & Print". Please make it so that we can choose our preferred default.

  • Shervin K commented  ·   ·  Report

    When you have to do the same task over and over, one additional click per rep is too many. An option is needed to choose which Approval method is default for the currently logged-in user.

  • Oliver Smith commented  ·   ·  Report

    Agree - the new invoicing introduces features I don't need and find unhelpful. I don't know what "Item" would require, but can't delete it and most of all I just want to approve invoices, since I don't ever e-mail from Xero

  • Kirsty Scales commented  ·   ·  Report

    YES!!! It is so much more time consuming having to drop down and choose Approve on EVERY. SINGLE. TRANSACTION. I'd really love us to be able to move forward rather than backwards.

  • Angela Meakin commented  ·   ·  Report

    Again we do not email from xero and just use the approve only function, I think it would be much better if you could change it in settings to your organisations settings as not every organisation works in the same way, also I would like to point out, I prefer the classic invoicing layout

  • Irene Weng commented  ·   ·  Report

    Related to this article: https://central.xero.com/s/article/Approve-and-send-a-customer-invoice#:~:text=Find%20and%20open%20the%20invoice,to%20only%20approve%20the%20invoice.

    Please allow to set default to "Approve". The current default set-up is "Approve & email". I find it a repetitive task as we always need to click and change the selection to Approve before I proceed to post the invoice.

  • Gaylene Underwood commented  ·   ·  Report

    Painful that you can't just approve an invoice without making an extra selection. Not everyone needs to email once an invoice is approved! Old style invoices had this option.

  • Annette Kirwan-Ward commented  ·   ·  Report

    I was hoping that there was an area (settings) we can change the default "approve & email" to just "approve". We ultimately use invoicing to enter our daily banking so no need to send emails. Just another key stroke which 99% of the time is not needed. If this is not an option yet please advise and add to "would be nice list" for future improvements

  • Rory Fitz-Gerald commented  ·   ·  Report

    Please change the default to just 'Approve', or allow us to choose per organisation - so many times I've clicked the wrong thing.

  • Rhiann Chadderton commented  ·   ·  Report

    Rather than having a set default for all users/organisations across Xero, it would be good to allow the user/organisation profile change their default to what works best for them - whether that be "Approve", "Approve & email", "Approve & print PDF" etc

  • Wen Xiangyang commented  ·   ·  Report

    Can you please consider allow user to set default options to action on the invoice -

    For example, on the top right corner of invoicing screen, changing 'Approve & Email' to 'Approve' as default, changing 'Save & add another' to 'Submit for approval' as default.
    For bookkeepers who deal with historic data, we do not need to 'email' customer the invoice.

    We would like to approve the invoice by one click, not to click 1 - change ' approve and email' to ' approve', click 2- 'approve'.

    Thank you.

  • Cassandra Sturm commented  ·   ·  Report

    With the classic invoicing being phased out later this year, this 'approve and email' feature will increase our mouse clicks per invoice and inevitably cause errors...we do not email invoices to the listed contact. This should never have been made the default. The default option should be simply to approve. Please change this back to how it was for classic invoicing!

  • Sue Packer commented  ·   ·  Report

    I totally agree with this suggestion. I am assuming that the approve & email has been used as the default due to usage by subscribers. But there are many who don't. Each user should be able to choose the default.

  • Anishta Pillay commented  ·   ·  Report

    After completing the invoice, the first option should be to approve. Not approve & email

    Please change this.

    The classic invoicing was better

  • Annalee Boakes commented  ·   ·  Report

    Agree with this idea, and would be better to be able to change the default 'approve' option because we would prefer the approve and add another button as default.
    Same goes for the 'save' options on new invoicing.
    Also in quotes - change the default 'save' and 'send' options.

  • Brett Saunders commented  ·   ·  Report

    We are using Service M8 and we send invoices across to Xero for emailing to the customer.
    Rather than having to go into Xero at the end of each day and manually email those invoices to the customer, we would rather have Xero automatically approve and email those invoices to the customer. Thank you for considering this suggestion.

  • David Bonafiglia commented  ·   ·  Report

    automatic invoice email sending to costumer email from shopify orders

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