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  1. Invoicing – Integrated Job Planning and Approval

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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Mark, we hear you—having work and invoicing more connected could make things feel smoother and help reduce the chance of missing items.

    Some people use Xero Projects to track time and expenses against a job and bring those details into invoices. Another approach is the Quote to Invoice flow: you can raise a quote when a customer requests a job, mark it as accepted once they agree to the price, and then, when the job is complete, copy the quote to an invoice. This automatically populates invoice fields with the information from the quote, helping save time and reduce manual entry.

    You can try these approaches in the Demo Organisation to see how they might work for your workflow.

    This idea has been moved to Gaining Support, and we’d love to hear from others about which parts of your workflow you’d most like to see more connected.

    Mark Kerridge shared this idea  ·