Invoices - Add Delivery due date
Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.
This date is crucial for forecasting.
Catrina Stephens
shared this idea
Hi Catrina , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space for more traction in the meantime. Cheers
-
Samantha Bugeja
commented
We would like to know if there are any enhancements available to incorporate a delivery schedule within Xero.
Currently, we export the “All Invoices” report by invoice date and generate a separate delivery schedule from this data. We would like to understand if it is possible to streamline this process directly within Xero.
In particular, is it possible to include a delivery date field on invoices that can be used to generate or feed a Delivery Schedule report?
Additionally, we would like to ask whether invoice statuses can be customised. At present, the available statuses include Draft and Awaiting Approval. We would ideally like to introduce an additional status, such as “Delivery Preparation,” before the invoice is fully approved. And e.g. delivered once done. Also to take into consideration bulk actions such as printing and changing statuses.
If this functionality is not currently available, we would appreciate your guidance on any possible workarounds or integrations that could support this process.