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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.

    Philip Brookes supported this idea  · 
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    Philip Brookes commented  · 

    We have 200+ invoices per month that need to be Approved and DEFINITELY not invoiced (they're already uploaded to the NDIS through another process, and it wreaks havocs when clients receive invoices they're not expecting). A default to approve only and only email if consciously selected is definitely the way to go. Another friend's business also don't like sending individual emails to a client who receives 10 invoices per month - instead, they download all the PDFs and attach them to a manually created email and send them through. Then, when the client pays one invoice but says "Oh I didn't receive that other invoice" they know it's not the case.
    The key here is to give businesses control over our processes rather than forcing us to conform to your preferences. You don't know our business, you don't know what we want, and you absolutely should not be defaulting to an email option when so many business still don't want to/need to email out an invoice from Xero.