This is very important to know how to send multiple quotes to one email address as I have customers where I send a number of different quotes to them. Can anyone help?
Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms of recording any transaction there is a journal number that will be associated to every line recorded in your org - while this isn't widely seen it can be used as another way to look up items within the Journal report. We released a new version of this report not long ago where you can search by Journal ID and many other details of your transaction.
Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Lee Hart
supported this idea
·
This is very important to know how to send multiple quotes to one email address as I have customers where I send a number of different quotes to them. Can anyone help?