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Sales Invoicing - Order acknowledgement

Between a quote and sales invoice option to create a sales order acknowledgement

Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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  • David Ives commented  ·   ·  Report

    Quite a frustrating omission in the software

  • Stuart Knox commented  ·   ·  Report

    Amazed that we cant send a sales order confirmation. Clients in general will not accept an invoice until they have received their goods or services?

  • Tina Small commented  ·   ·  Report

    Really would be very useful to have an order Acknowledgement facility attached to the quotation feature.

  • Tania Di Fabio commented  ·   ·  Report

    It would be great to provide an order confirmation to our customers when we receive a PO from them. A field to add in their PO number and confirm that details of order are correct before manufacture. Perhaps an option to confirm a sales quote prior to invoicing could work.

  • Lisa Drake commented  ·   ·  Report

    This would make the sale flow easier and us as a company look more professional

  • Anna Flory commented  ·   ·  Report

    It would be great to have an order acknowledgment system as this is critical improve a suppliers standing with their payment terms being adhered to, as well as linking to the quote and sales invoice.

  • Aoife Brennan commented  ·   ·  Report

    As said in the comment below. The face there is no way to manage PO's I receive for work seems pointless.

  • Martin White-Rose commented  ·   ·  Report

    This would be really helpful. I have clients who send me POs (in several cases, generated from their Xero instances) in order to order work. When the work is completed, I invoice against those POs (either in part, split over multiple invoices, or as a whole).

    I know I can create a Quote and invoice against that, but this does not tie up to my client's PO as a Sales Order would. So does not keep POs tied to Orders in my files/history and does not link the Sales invoice to their PO without me manually doing so.

    This seems a crazy feature not to have, given that Xero supports me raising POs to a supplier, but does not really provide anyway to support me accepting POs _as a supplier_.

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