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  1. New invoicing - option to 'approve and close'

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

    Hi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.

    I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central. 

    We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.

    Sharon Clark supported this idea  · 
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    Sharon Clark commented  · 

    We used a third party provider to actually email the invoices to the client. To do this we just "Approve" the invoice (not "approve and email").

    Is there a way to close the invoice once approved?

    In classic invoicing we would approve and the main invoicing screen would appear (the actual invoice we've just done would close).