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

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    159 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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    Rebecca Fraccaro commented  · 

    Everyone is very correct in their assessment of this situation - we have our own platform to email our customers their invoice, which goes hand in hand with an ordering system with other order details the customer needs to review and approve. Having to choose Approve, instead of Approve and Email, every time we input an already paid invoice into xero, is a massive time waster for us.

    Rebecca Fraccaro supported this idea  ·