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  1. Sales Invoicing - Order acknowledgement

    54 votes

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

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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    Tania Di Fabio commented  · 

    It would be great to provide an order confirmation to our customers when we receive a PO from them. A field to add in their PO number and confirm that details of order are correct before manufacture. Perhaps an option to confirm a sales quote prior to invoicing could work.

    Tania Di Fabio supported this idea  · 

  2. Quote - Send an order confirmation to customer

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Tania Di Fabio supported this idea  ·