Create a Job Card for employees
Hi Xero Team,
Many of our service-based clients would benefit from a “Create Job Card” option directly from a Xero invoice.
The job card should pull through:
Customer name
Address
Contact details
Invoice reference
Item descriptions
Quantities
Notes
But it should hide all pricing information, including:
Unit prices
Discounts
VAT amounts
Invoice totals
This would allow employees and technicians to receive a work order/job card without seeing customer pricing, and would eliminate the need to manually recreate job cards in Word or Excel.
Thank you for considering this feature.
Jeanne-Mari Kriel
shared this idea
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