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88 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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504 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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.