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  1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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    134 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

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    Toni Angelevski commented  · 

    This is doing my head in too.

    Some times I prepare invoices overnight but do not want to send them out until after lunch the next day. Example, I may work at night and finish doing invoices at say 11pm. I do not want my client to wake up and the first email of their day is an invoice from my firm. I would rather send it through after lunch that day.

    Very stressful.

    Additionally, given you were able to run both invoices systems, why the mandatory forcing of users onto the new system. Why not let us continue to be able to use the old system...?

    Incredibly frustrated.