New invoicing - Option to mark as sent when Print PDF
We have many suppliers that reject invoices if we send them direct from Xero. Hence we have to download a PDF copy and email it manually from our finance inbox. This process now takes 5 clicks as opposed to one click in classic invoicing. The new process is to click "Approve & Email", but then to exit this screen. Then move across the screen to the left top corner and check the box to mark it as "sent", then move all the way back to the right and click "Print PDF" and then wait for it to open in a new tab and then click on the breadcrumbs to click "download". In Classic invoicing all these steps were done automatically when hitting Print PDF. Please re-instate this function. The new invoicing has doubled our processing time. It has not streamlined it.
Jacqui Rood | Girl Friday Ltd
shared this idea
Hi community, today we released the ability to mark an invoice as sent when printing in new invoicing. Now, when you select to 'Print PDF' you'll receive a prompt to ask if you'd like to mark the invoice as sent - see in my image below. Thanks again for your engagement on this here 😊
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Simon Richardson
commented
also takes ages to actually send the email - takes about 10 minutes for the copy to come in to my "send a copy to me"