Settings and activity
5 results found
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6 votes
Thanks for sharing this idea. As you're aware, it's possible to duplicate a Sales Order to create another, but you can't copy it to a Purchase Order right now.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
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Peter Matthews
supported this idea
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3 votes
Thanks for sharing your idea, Troy. Can understand how being able to create multiple po's at once from an invoice could streamline your workflow.
We'll start to get a sense of the interest in this from others in the community and I'll share if there are any updates.
An error occurred while saving the comment Peter Matthews
commented
I can see that we'll soon be needing functionality like this. So in the products and services database we will need to have the ability to align a product or service with one, or a number of, suppliers.
Because when we raise a purchase order some suppliers may have different items in stock......so we'll need to pick from the different suppliers.
So in that respect we'd also need visibility to make sure that we are not over/under ordering.
Peter Matthews
supported this idea
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16 votes
Hi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.
Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.
When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.
Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.
Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.
We appreciate this is not the complete solve that has been asked here but hope these changes may help with…
Peter Matthews
supported this idea
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An error occurred while saving the comment Peter Matthews
commented
We're all busy and need to move fast and simplify things. We need a "Send receipt" button/funtion when an invoice has been paid.
Invoice paid? Great :-) From the "Invoice" screen click "Send receipt of payment" and send a receipt to the customer...or even better still make this (Send receipt) available as an automation.
Come on Xero, don't get left behind or you'll have an exodus !
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2 votes
Thanks for bringing this idea to the community. We understand the request for purchase orders to show which items have been received, along with the date they were delivered.
There are a couple of ways to track this today, such as recording delivery details in History & Notes or creating a partial bill for the items received.
I’ve updated the status to Gaining Support so we can keep tracking interest. If this feature were introduced, let us know what you’d find most useful, such as received quantities, delivery dates, or a remaining quantity to receive.
Peter Matthews
shared this idea
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44 votesPeter Matthews
supported this idea
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This is super important for us.
We hold some stock but not much. We'll send a purchase order when the customer has paid. So copying the details would be super useful.
We will soon be issuing purchase orders to different suppliers for the things ordered on the customer invoice, so we will need the ability to send a few different purchase orders derived from the details on the invoice.
Today we're wasting a lot of time doing this manually.