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We need the ability to move from a quote to an order when the quote is accepted, then the ability to add a payment - either in full or as a deposit paid - before finalising as an invoice when the order is completed. The fact this is not available completely messes up the finance figures because Xero is factoring in payments it is expecting - even though (technically) it's not a real invoice because there's been no commitment because payment hasn't been made. We use the "quote to order to invoice" method to track where our orders are at and since we migrated to Xero it has just been one major headache. We are honestly contemplating going back to MYOB. Surely a simple check-box can be added when a person accepts a quote so we can send it out as an 'order' for payment (payment on placement of order scenario)? How hard is this, really?!

would there be an option to press a button to convert to an order acknowledgement. At the moment you can create an invoice from a quote. We send order acks out and have to type this every time on a quote. The option to copy the quote to an order ack like the quote to a purchase order seems to have been dismissed. Most companies send an order ack so a create order ack button might be an option. With all the price increases quoting an explanation as investment . An order ack option would be great.

Why has the ability to enter a client PO and invoice against it been combined with sending an order acknowledgement?

They are clearly two very different ideas, and presumably the moderators of this forum don't understand the ideas being put forward.

It's pretty clear to me that Xero are not developing any new features and this product is going nowhere. It's a shame their focus now seems to be on marketing and growing market share instead of developing a good product.

The SAAS invoicing scene is begging for a disruptor that actually listens to its customers and develops the product.

Over the last couple of years, I have made multiple suggestions on how xero can improve their product. All I receive back are these product idea emails and no progress. There should be a product development roadmap...

It is such an obvious gap and it's absence makes one feel that Xero aren't really interested in users requirements especially as it has been requested for such a long time. Frankly unless it is sorted we will be off to one of the other systems such as Sage who do have it.

It would be good to see the software people at Xero adding the additional functionality as soon as possible. Xero already has purchase orders so why no sales orders

Would love the ability to create sales orders to help track work in progress for projects that are being manufactured but not yet invoiced.

I get how frustrating that is—moving from QuickBooks to Xero can feel limiting without a native sales order feature. Many users work around this using quotes as provisional sales orders or by integrating third-party inventory apps. It might help to share this feedback directly with Xero, as feature requests like this do influence their roadmap. https://minecrftpatch.com

It looks like the request for Sales Orders has been evident for almost 4 years - to no avail. Sales Orders are essential to our business. Its time to look for suitable software.

How else do you show work in progress? We are a construction company, we are using Xero Projects, but it's clunky making a deposit invoice, then applying it to invoices like it is a negative line item. There is no way to show a status between an accepted quote and an invoice when a project is not completed. Currently we are leaving items as accepted quotes, or draft invoices.

There is clearly some misunderstandinmg here. It is not we, the suppler accepting quotations, it is our customer. When our customer accepts a quotation after clicking the link in the email nortification that they have received, there is nowhere for them to enter their purchase order number. Without a purchase order number, the acceptance of the quotation has no value - it means nothing because there is no P.O. to raise an invoice against. The customer thinks they havre accepted the quotation because they clicked the Accept link, but they haven't as far as the supplier is concerned because there is no P.O. number. They have gained the wrong impression that the supplier will proceed with delivering the goods and services in the quotation. The supplier will not and cannot proceed with delivering anything because there is no P.O. number. It is astonishing that Xero has no concept of a purchase order number when it comes to accepting a quotation. delivered by Xero to a customer of a company that uses Xer as its accounting system.

We switched over from QB and were told it would be so much better but come to find out there is no sales order feature and we are in shambles trying to find a workaround. I highly suggest XERO creates this feature to keep up with current programs and workflows.

100000% need a sales order feature like QB! We changed over and are in shambles trying to figure out a workaround.

When a customer accepts a quote that has been sent from Xero by email with a link in the email body, if they click on the link and accept the quotation, there is no mechanism for them to register their purchase order number. Like the vast majority of organisations we do not accept orders without a purchase order number. It seems very remiss that Xero does not allow the customer to enter their P.O. number.

Could you have an option that when a quote is agreed you can press a button to convert into an order acknowledgment or copy into an order acknowledgement like you would a purchase order
at the moment we have to manually type order acknowledgment

Xero needs a sales order function.
Not just an invoice or quote function.
A main order function that you can print an invoice, packing slip etc from.
Right now we have to Approve an invoice (and not send it) to get a packing slip. Then manually change the packing slip to reflect what has actually been sent and what is on back order.
When you approve an invoice, it automatically shows up on the customer statements which has given us headaches for customers who require a monthly statement. We prefer not to invoice until stock has been sent.

Having a sales order function tidies up a lot of the issues we experience with Xero.

Customers should be able to enter a purchase order number when they accept a qoute emailed to them

love this idea - would definitely be useful for me as currently i have to create separate file on computer

The sales order function should be a standard feature in Xero. Its a little frustrating that it's not.

Extremely helpful, we are currently on a bookkeeping system that allows sales orders. We are wanting to move to Xero and the only thing holing us back is this feature not being available.