Add a Proof of Delivery document type in the sales/invoice section
Xero has no way to produce a Proof of Delivery. When goods are handed over, we need a document the recipient signs to confirm they received the items in good order, linked to the invoice so the audit trail holds together. There is currently no document type for this at all, so businesses fall back on manual templates, or end up ordering physical rubber stamps just to add a signature block to whatever Xero prints. That is a real thing people are doing to work around your product.
Please add Proof of Delivery as a first-class document in the sales section. At a minimum it should:
pull line items and the ship-to details from the linked invoice or sales order
include fields for recipient full name, signature, date and time
carry a short acceptance statement, for example "delivered, inspected and accepted in good order and condition"
be brandable through the DOCX template system like every other document
For regulated industries such as pharma, healthcare and clinical research, a signed and dated proof of delivery is an audit requirement, not a nicety. Right now that requirement is being pushed out of Xero and into manual processes, which is exactly the kind of gap that makes a finance team question staying on the platform. For a product that markets itself around trade and compliance, this is a glaring omission.
Vote and add your industry's requirement in the comments.
Louis van der Walt
shared this idea
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