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53 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Rachel Patterson
supported this idea
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451 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Rachel Patterson
supported this idea
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Please note that packing slips are not an adequate substitute. Delivery notes need a signature box and other slightly different fields. They can be generated before or after the invoice, depending on the business process. The delivery address may be different to the billing address.
Ideally, the customer can sign them digitally and the signed delivery note should be uploaded back into Xero as proof of delivery. Even better if there was an option for the signing to trigger the invoice to be delivered.
Delivery may also take place in more than one batch, so it needs to be possible to split the quote between two or more delivery notes.