Invoicing - Import with Sent status
Make it possible for imported invoices to be marked as sent when importing them.
Perhaps an additional column in the template Mark as sent status "Y for sent N for not sent"
If this is not possible the ability to bulk "mark as sent"
this would eliminate the issue of individually opening each invoice to manually "mark as sent" to activate the auto invoice reminders
Larna Berwick
shared this idea
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Jenny Huckstep
commented
I issue approx. 300 invoices every month from a standalone software which are then imported to Xero.
The bulk "turn on reminders" doesn't actually allow reminders to be sent unless the invoices are marked as sent; the only way to "mark as sent" is within each invoice, individually!
The option to bulk mark as sent/not sent and bulk turn on/off reminders is critical for efficient credit control processes.
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Jennifer Papallo
commented
Even at the stage when approving draft invoices that have been imported, or invoices created within Xero - having an option to Approve and Mark as Sent
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Debbie Forman
commented
You can click on the Invoices Awaiting Payment tab, click the check box/es on the left, click Print, click that you want them to be 'marked as sent', then they'll prepare themselves as a pdf which you can then just delete.