Settings and activity
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2 votes
Hi Carron, while not a direct selection for 'Tomorrow' you could enter a keyboard shortcut of 'T+1' to auto select Tomorrows date in the Due Date field.
Does this accommodate what you're in need of here?
Carron Sinclair
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2 votesCarron Sinclair
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259 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.
Carron Sinclair
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11 votesCarron Sinclair
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13 votes
Quick return from me here, Lita. I can confirm our team are working on enabling more keyboard shortcuts for the date field in new invoicing which includes the ability to enter +0 in the Due date to copy the Issue date of the invoice.
We'll move this over to working on it and I'll confirm once it's live so you can use it 😊
Carron Sinclair
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37 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
Carron Sinclair
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51 votes
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.
Carron Sinclair
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32 votesCarron Sinclair
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6 votesCarron Sinclair
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4 votesCarron Sinclair
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4 votesCarron Sinclair
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13 votesCarron Sinclair
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5 votesCarron Sinclair
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42 votesCarron Sinclair
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68 votesCarron Sinclair
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4 votesCarron Sinclair
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36 votesCarron Sinclair
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3 votesCarron Sinclair
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Just like in new invoicing having the pop up to add contact details especially email and phone number when doing a new quote would make it easier and faster to send instead of having to go back and forth between quote and contact and source document for the information