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  1. Sales Invoicing - Order acknowledgement

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    30 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

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    Ashleigh Thompson commented  · 

    Xero needs a sales order function.
    Not just an invoice or quote function.
    A main order function that you can print an invoice, packing slip etc from.
    Right now we have to Approve an invoice (and not send it) to get a packing slip. Then manually change the packing slip to reflect what has actually been sent and what is on back order.
    When you approve an invoice, it automatically shows up on the customer statements which has given us headaches for customers who require a monthly statement. We prefer not to invoice until stock has been sent.

    Having a sales order function tidies up a lot of the issues we experience with Xero.

    Ashleigh Thompson supported this idea  ·