Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do a cash sale - which is a lot!!
It would be great if you could add a prompt that gives you the choice of saving the email address to the client file (or not).
Carolyn Taylor
shared this idea
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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Ali Ashraf
commented
Hi Xero Team,
I have a suggestion for a potential product enhancement that could greatly benefit users who handle one-time clients.
Currently, when creating invoices for one-time clients under a generic contact, such as "Cash Sales," we are unable to use separate email addresses for each invoice. This limitation poses a challenge when we need to send invoices via email to different clients without saving each as a separate contact.
Our clients have expressed the need to save and use distinct email addresses for each invoice created under a generic contact. This feature would allow them to email invoices directly to one-time clients without altering the primary email address in the "Cash Sales" contact.
Would it be possible to consider implementing a feature that allows unique email addresses to be assigned to individual invoices, even when created under a single contact? This enhancement would streamline the invoicing process for one-time clients and enhance user efficiency.
Thank you for considering this suggestion.
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Freya Pieroz
commented
@Kelly, in response to your message, a receipt is not the same as a tax invoice. Customers request copies of tax invoices so that they can legally claim the GST on their BAS. A branding theme does not legally create a tax invoice, even if it looks like one.
The Australian Tax Office has a list of the requirements for tax invoices on their website: https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices
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Freya Pieroz
commented
@Kelly can you easily print a Receive Money so that the customer has the copy of the tax invoice they're entitled to?
