Contact - Ability to set e-invoice as a default
Ability to default a customer for sending via e-invoicing
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Jack Brancati commented
Hi Xero,
Any update on this case?
It would be super handy for this to be actioned so we can advise our Xero customers to make our company (contact) the default for all e-invoicing.
Thanks
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Barbie Robson commented
We have just a handful of customers that require this and would be great to have this default for them to avoid sending by email in error
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Rachel Paterson commented
100% agree. Also for repeating invoices. And also send the client a notification or alert that the invoice has been sent via e-invoicing.
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Katie Jenkins commented
A setting on the client under 'sales defaults', 'Always send as an e Invoice', as I have to manually remember to switch the toggle on these select few clients.
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Accounts Officer commented
Yes! A government customer ours has recently requested E-Invoicing.
Would also be handy to be able to add a default reference to the the invoice -
John Pugh commented
I agree.
If a client agrees to receive future invoices (including repeating invoices) as einvoices the process should be seamless.This suggestion seems a good way to achieve that.
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Tanya Spence commented
to send an invoice via e-invoicing is currently very clunky and manual. It needs to be better automated and one way to do this is to be able to set e-invoice as a default in the customer contact card, which should then send via this method when bulk sending.