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1. Invoicing - Template invoice including an inventory item

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

   Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

   On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

   As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill in.

   Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

   On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

   As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill… more

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   Kenya Warren commented  ·  12 January, 2025  ·  Edit…  ·  delete…

   Ability to create an "New Service Bundle Invoice" template that saves the list of all service items (e.g description, cost), you offer for a specific level of service. For example, If we offer a silver and gold bundle, and the silver bunder consists of items 001, 002, and 003. The Gold bundle consists of items 001, 002, 003, and 004. I would like to create a template for the Silver Service and a template for the Gold service, so I don't have to rebuild all the included services each time.
   It would work like a repeating template, except it would not repeat.

   This is NOT as a branding template (under invoice settings).

   Please do NOT reply with instruction on how to create products/service items, as this template requests creating an invoice that includes items that we have already built.

   Thank you.

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   Kenya Warren supported this idea  ·  12 January, 2025