Settings and activity
2 results found
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344 votes
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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Brett Saunders
supported this idea
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7 votes
Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
Brett Saunders
shared this idea
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We are using Service M8 and we send invoices across to Xero for emailing to the customer.
Rather than having to go into Xero at the end of each day and manually email those invoices to the customer, we would rather have Xero automatically approve and email those invoices to the customer. Thank you for considering this suggestion.