Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Sales Invoicing - Order acknowledgement

    54 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    20 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    An error occurred while saving the comment
    David Huff commented  · 

    Yeah, sorry, this is a critical step. In fact, some way orf tracking bookings in Xero is needed. A customer sends a PO, and how/where do we account for that in Xero? Typically, order acknowledgement/sales order is the way.

    Furthermore, a quote might have several lines, but only 1 or a few are 'accepted', this should also be possible in Xero.

    David Huff supported this idea  ·