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Sales Invoice - Bulk Approve and Email

Please add the ability to bulk approve and email invoices simultaneously.

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

Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email. 

Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team. 

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  • Sarah Cavenagh commented  ·   ·  Report

    Often I go to the draft list, after I have just imported invoices, and select all of them to email forgetting that I wanted to mark them as approved first, thus I send them out as drafts in error.

    Could there be a prompt such as 'would you like to mark these as approved, before sending?". Options would then be "Approve all and continue with review", "close this window so I can individually select invoices to approve", and "no, continue as unapproved"

    I suggest this prompt comes up after you have selected the invoices, and then selected the 'email' button, not after selecting the 'send' button to officially send. (this way you don't spend all your time correcting email addresses or individual messages, only to find that you need to select approve, and remake those changes you made.

  • Anne-Marie Andrews commented  ·   ·  Report

    When bulk approving invoices, it is very time consuming to bulk mark them as approved but then have to navigate to the awaiting payment tab to tick and email them all. If they can be approved and emailed individually from within the invoices themselves, why can't this be done from the draft or awaiting approval tabs using the tickboxes on the lefthand side???

  • Kevin Storm commented  ·   ·  Report

    When bulk approving invoices, they then get "lost" in the list of unpaid ones. If they can be approved and emailed individually from within the invoices themselves, why can't this be done from the draft or awaiting approval tabs using the tickboxes on the lefthand side?

  • Rob Carson commented  ·   ·  Report

    We import all our invoices to Xero from our practice management software. They are imported as draft invoices. Once the invoices are in Xero I have to go through each invoice and complete the following steps otherwise Xero won't send reminders for overdue invoices.

    - Set the date to today (which also sets the due date)
    - Set the invoice to approved
    - Set the invoice sent

    A solution to this would be to be able to select all draft invoices and bulk set them to approved and sent. This must be an issue for others.

  • Ashleigh Tonks commented  ·   ·  Report

    This would be fabulous for those companies who's invoices are generated through a 3rd party application (Inventory management system) - the ability to be able to Approve & Email all invoices for the day at one time (hundreds) Would save us a lot of time.