Sales invoice - Internal template as a base for invoice
requesting a way to have a preset invoice template with lines and accounts selected that you could then update from the app
be great for clients that do the same invoice each time, with differing amounts
1
vote
Lisa Hay
shared this idea
Hi Lisa, there are a couple of ways you and your clients could go about this at present.
- Set up inventory items that are commonly used and can easily be selected when creating an invoice
- Use the Make a copy option from within the Xero Accounting app(mobile) to copy an existing invoice details