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  1. Invoice - Automatically generate invoices on quote acceptance

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    15 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.

    They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.

    We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️

    I'll be back to share where this works leads and next steps around this idea. 😊

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    CHUHAO LIU commented  · 

    It will make sales process much automatic and simpler as there was a client of mine that accepted quote and, for some reason, need to pay within 30 minutes and emailed me urgently for the invoice but I didn't check my email that time. I end up manually send her invoice later the same day but not sure if it would influence payment from client.

    CHUHAO LIU supported this idea  ·