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Invoicing - Auto updating your quote or invoice while working on it.

Send quotes and invoices via WhatsApp.

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De Wet Van Heerden shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate previous feedback on this idea, however there are multiple ideas wrapped up in the one here that I'd like to unpack a little and share some updates on.

Invoicing in Xero now has autosave, whereby as soon as a contact is added to the invoice it'll begin to autosave and if you accidentally move to another page when invoicing, you should find this in your drafts when you return.

While auto save is encompassed in invoicing we don't have direct plans for building this into Quotes at this time, we have another idea around this that you can join for any updates.

We know that some customers like to engage with their customers through other channels like Whatsapp and have an idea for sending quotes, and another for sending invoices that you can add your support and stay updated through.

For invoices, while there isn't a direct button you can currently use the Share option from the menu within the Xero Accounting app to share the invoice via another app including Whatsapp.

Show previous admin responses (1)
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  • James Gardner commented  ·   ·  Report

    This is incredibly irritating. My computer has a "feature" whereby a "gesture" will navigate to the previous page. So any time it decides I have done this, I will go back to the Quote home screen, going forward goes to a blank page, and I have to start again.

    Surely the auto saving of work is really Web App v.000001, not missing from a supposedly advanced accounting product ?

  • Muhammad Asmal commented  ·   ·  Report

    I am able to send invoices via whatsapp directly from the Xero app, but I am not able to send quotes via Whatsapp in the same manner. Surely it should be the same process? Can you please update that?

  • Admin - Hunter Food Distributors commented  ·   ·  Report

    Sometimes while entering a draft invoice I seem to accidently hit a button that instantly takes me back to the Dashboard screen.
    Is there a way to get back to the draft I was entering? It's very frustrating entering fifty products and losing it all, when maybe a simple forward button could take me back?