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  1. Sales Invoicing - Order acknowledgement

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    77 comments  ·  Invoices & quotes » Invoicing  ·  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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    Robert Gauci commented  · 

    Need a sales order with the ability to apply a deposit against it, and then when the order is ready to be shipped, it can be converted to an invoice and the customer deposit is then applied against the invoice automatically

    Robert Gauci supported this idea  ·