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  1. Invoicing - Template invoice including an inventory item

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

    Hi Paul, while not a perfect solution, currently you could create and repurpose a  Draft invoice for a dummy contact. When you want to create an invoice with this item you'd use the 'Copy to draft invoice' option. 

    We don't have plans for developing anything that'd accomplish what you're currently asking here. We'll monitor the interest and share if there's any change. 

    An error occurred while saving the comment
    Kenya Warren commented  · 

    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.

    Kenya Warren supported this idea  ·