Delivery schedule / Customise Invoice Statues
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.
Samantha Bugeja
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