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Invoices - Ability to manually mark multiple invoices as sent

The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.

Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.

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Melissa Longhurst shared this idea  ·   ·  Report…  ·  Admin →
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  • Evo Support commented  ·   ·  Report

    The integration from Lightspeed should enable the 'sent' box automatically. Lightspeed developers told me that there is a field in the integration and that needs to be set to 'TRUE' as it's currently set to 'FALSE'.

  • Debbie Forman commented  ·   ·  Report

    Try this - click on Invoices Awaiting Payment tab, check the boxes on the left that you want marked as sent, click Print and select that you want them marked as sent. It will prepare the invoices by creating a pdf that you can then delete - let me know if it works?

  • Jemma Woods commented  ·   ·  Report

    Absolutely agree with the previous comments. When sending invoices outside of Xero and then using the import function, we should be able to mark as sent in bulk so we can use the auto reminders functionality.

  • Lucy woodnutt commented  ·   ·  Report

    I totally agree with Paul, we use a 3rd party software for invoicing and I assumed automated reminders were being sent in Xero only to discover unless they are marked as sent they dont get a reminder. We deal with hundreds of invoices a week so far too time consuming to mark them sent 1 by 1.

  • Paul McMullan commented  ·   ·  Report

    Better than this would be ability to bulk update the status of invoices to 'Sent'. This would be useful where a 3rd party intergration is passing the invoices to Xero.
    The problem currently is that automatic reminders cannot be sent for invoices not 'sent' via Xero which means that we cannot use some really useful Credit Control functionality in Xero.