Settings and activity

1 result found

1. Invoicing - Auto updating your quote or invoice while working on it.

   6 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   4 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate previous feedback on this idea, however there are multiple ideas wrapped up in the one here that I'd like to unpack a little and share some updates on.

   Invoicing in Xero now has autosave, whereby as soon as a contact is added to the invoice it'll begin to autosave and if you accidentally move to another page when invoicing, you should find this in your drafts when you return.

   While auto save is encompassed in invoicing we don't have direct plans for building this into Quotes at this time, we have another idea around this that you can join for any updates.

   We know that some customers like to engage with their customers through other channels like Whatsapp and have an idea for sending quotes, and another for sending invoices that you can add your support and stay updated through.

   For invoices, while there isn't a direct button you can currently use the Share option from the menu within the Xero Accounting app to share the invoice via another app including Whatsapp.

   Hi everyone, we appreciate previous feedback on this idea, however there are multiple ideas wrapped up in the one here that I'd like to unpack a little and share some updates on.

   Invoicing in Xero now has autosave, whereby as soon as a contact is added to the invoice it'll begin to autosave and if you accidentally move to another page when invoicing, you should find this in your drafts when you return.

   While auto save is encompassed in invoicing we don't have direct plans for building this into Quotes at this time, we have another idea around this that you can join for any updates.

   We know that some customers like to engage with their customers through other channels like Whatsapp and have an idea for sending quotes, and another for sending invoices that you can add your support and stay updated through.

   For invoices, while there isn't… more

   Muhammad Asmal supported this idea  ·  04 December, 2023
   An error occurred while saving the comment
   Muhammad Asmal commented  ·  04 December, 2023  ·  Edit…  ·  delete…

   I am able to send invoices via whatsapp directly from the Xero app, but I am not able to send quotes via Whatsapp in the same manner. Surely it should be the same process? Can you please update that?

   Save Submitting...