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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.

    Dana Zincir supported this idea  · 
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    Dana Zincir commented  · 

    When working with invoices and/or draft invoices, it would be super helpful if we can customize which "enter" option we'd prefer on top. So instead of "save and close" we can choose "save and add another" or "Approve and Email" we can choose "approve and View next" for draft invoices, etc. Preferably, it would be an option we can choose and apply based on invoice template (so different clients can have different defaults based on their needs/invoicing frequency). It would improve our speed with processing multiple invoices or bulk uploaded ones.