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  1. Quotes - Packing slip template

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

    Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.

    You could then edit the quote, and switch the branding theme to the one you want to send out.

    An error occurred while saving the comment
    Jacqueline Murray commented  · 

    My message to the support team today:-
    Your solution is not ideal and I notice that this is something your customers have been asking for for a while. (since at least 2022).
    Problem 1, if we have to change the branding each time, it means whoever send the invoice needs to change it back and this step may be missed.
    Problem 2, so we approve the invoice, just so we can have a packing slip, and then we have to remember to change the date when we actually send it.
    It's a clumsy and inefficient way of dealing with things.
    Please start listening to your customers needs and wants instead of making 'improvements' that no one is asking for.