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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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    Cassandra Sturm commented  · 

    With the classic invoicing being phased out later this year, this 'approve and email' feature will increase our mouse clicks per invoice and inevitably cause errors...we do not email invoices to the listed contact. This should never have been made the default. The default option should be simply to approve. Please change this back to how it was for classic invoicing!

    Cassandra Sturm supported this idea  ·