Invoices - Ability to generate job cards or work orders from invoices without pricing details
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
Thanks for sharing this suggestion, Jeanne. We understand the request to create job cards from invoices without showing pricing. A Custom DOCX template can be created specifically for this purpose, with pricing and total fields removed.
When needed, you can temporarily change the invoice’s Branding Theme to the job card template, select Print PDF, and then change the branding theme back to the original one.
As this workflow is already supported, we’ve updated the status to Existing Functionality.
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Paul Hopwood
commented
We are running the back end of the business through Xero, with creating quotes and invoicing.
A lot of our jobs are repeat jobs from the year before. I'm not sure if this would help others as well, but It would be a game changer if we could create an editable Job sheet from an approved invoice that we could print out and add information as a job sheet or work order that would go out to the staff in the warehouse. Not showing pricing, just job details with space to add more information between each line. It would eliminate hand writing out each order every time.
There are other software programs available that handle all of this, but if we could do it through Xero, it would be a massive advantage and save a lot of time.