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6 results found

  1. Invoicing - Invoice status for An invoice that is still an order

    2 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Matthew, thanks for sharing your idea, and letting us know the changes that matter most for you.

    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 vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Matthew Rutley shared this idea  · 

  2. Invoice - Ability to create Sales Orders

    69 votes

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    submitted  ·  40 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Matthew Rutley supported this idea  · 

  3. Sales Invoicing - Order acknowledgement

    81 votes

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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. 

    Matthew Rutley supported this idea  · 

  4. Sales Invoicing - Automate 'send me a copy' on invoices

    131 votes

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    submitted  ·  79 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Matthew Rutley supported this idea  · 

  5. Invoices - Permanently delete invoices.

    192 votes

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    submitted  ·  29 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Matthew Rutley supported this idea  · 

  6. Notifications - Alert when an invoice has been paid

    195 votes

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    submitted  ·  94 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Matthew Rutley supported this idea  ·