Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Sales Invoicing - Order acknowledgement

    152 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    78 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    Robyn Rutley supported this idea  · 
    An error occurred while saving the comment
    Robyn Rutley commented  · 

    We need the ability to move from a quote to an order when the quote is accepted, then the ability to add a payment - either in full or as a deposit paid - before finalising as an invoice when the order is completed. The fact this is not available completely messes up the finance figures because Xero is factoring in payments it is expecting - even though (technically) it's not a real invoice because there's been no commitment because payment hasn't been made. We use the "quote to order to invoice" method to track where our orders are at and since we migrated to Xero it has just been one major headache. We are honestly contemplating going back to MYOB. Surely a simple check-box can be added when a person accepts a quote so we can send it out as an 'order' for payment (payment on placement of order scenario)? How hard is this, really?!

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

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Robyn Rutley supported this idea  ·