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Contact - Ability to set e-invoice as a default

Ability to default a customer for sending via e-invoicing

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Tanya Spence shared this idea  ·   ·  Report…  ·  Admin →
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  • Magda Kulbicka commented  ·   ·  Report

    Please allow us to choose e-invoicing as the default on contacts so once a contact is confirmed as receiving e-invoices, the next invoice can automatically be set to send as e-invoice!

    Currently I need to refer to a list every single time to confirm who accepts e-invoices which is time consuming and annoyingly counterintuitive.

  • Jack Brancati commented  ·   ·  Report

    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

  • Barbie Robson commented  ·   ·  Report

    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

  • Rachel Paterson commented  ·   ·  Report

    100% agree. Also for repeating invoices. And also send the client a notification or alert that the invoice has been sent via e-invoicing.

  • Katie Jenkins commented  ·   ·  Report

    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.

  • Accounts Officer commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Tanya Spence commented  ·   ·  Report

    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.