Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent. This uses settings stored in your web browser - for example, if you often change computers, or clear your browsers cache this will revert back to the default of the options being 'unchecked'.
We do have plans for looking deeper into possible default controls, however this will come later once we've got everyone across to the new invoicing experience. We'll keep you updated of any further progress for this here.
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…
New Invoicing no longer auto defaults the tracking from Sales defaults on draft invoices from third party software. Our company uses another software to raise sales but the sales person is often not the sales person assigned to the sale. It is the salesperson who got the customer on board and in the sales defaults in Xero, not the person who took the order on the third party software.
Sales default setting need to AUTO fill.
Janet Newton
supported this idea
·
New Invoicing no longer auto defaults the tracking from Sales defaults on draft invoices from third party software. Our company uses another software to raise sales but the sales person is often not the sales person assigned to the sale. It is the salesperson who got the customer on board and in the sales defaults in Xero, not the person who took the order on the third party software.
Sales default setting need to AUTO fill.