Create a widget to show just Draft Invoices so we can quickly see what our current Work In Progress is
Add a Widget to show just Draft Invoices. We send customers a quote and when they accept and send us a Purchase Order, we copy the Quote to an Invoice, which is then in Draft Status. Once we have prepared the order and are ready to ship, we Approve the Invoice, ship and then send the Invoice to the customer. Using this system, the list of Draft Invoices is effectively our 'Work In Progress' list i.e. these are all the invoices/orders we are currently working on fulfilling. It would be very handy if there was widget that would let me show all invoices with Draft Status, or even just a widget that lets you view Invoices by any selected Status. Thanks!
Brett Taylor
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂