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  1. Sales Invoicing - Order acknowledgement

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    20 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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    Robert Thompson commented  · 

    The generation of proforma invoices (following a quote) and then an order acknowledgement (on receipt of payment against a proforma) is common for businesses who manufacture to order.

    Yes there are workarounds (fudges), but in the absence of a plan for Xero to provide this functionality, then these limitations are testing our loyalty to Xero and questioning whether we should continue to use Xero.