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BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
If we could get the actual flow for how the paperwork per Job can be produced!

1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the form of an email or even the customers name!
On other systems it is possible to send " order confirmation " for them to check and alter if anything needs adding etc,etc.
3. After approval, then we need to fulfil and deliver the Job, this is logically when a Delivery Note will be required...definately waste of time when raising an Invoice as this is the last stage..
The delivery note can accompany the Job in transit etc.
4. Finally when job is Delivered, we raise an Invoice..

At all stages, copies of any emails must remain on the system or in the respective email software, Outlook etc...

This would give a normal workflow to Job flow in my opinion and make Xero more user friendly