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122 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Emma Bate
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We need the ability to print a delivery or dispatch note from a draft invoice without first approving it and moving it to “Awaiting Payment”.
As a seed merchant, we enter customer orders into Xero as draft invoices. These orders then need to go through several stages before invoicing, including stock allocation, seed mixing or treatment, bagging, picking and delivery.
We need a delivery note to accompany the seed, but the invoice should remain in draft until the order has been completed and delivered. Quantities, treatments or other details can sometimes change during processing, so approving the invoice before delivery can result in an incorrect invoice being posted to the customer’s account.
It would be extremely helpful to have a “Print delivery note” or “Print dispatch note” option available directly from a draft invoice. The document could exclude prices and clearly state that it is not a tax invoice.
This would allow seed merchants and similar businesses to provide the correct paperwork with deliveries while only raising the final invoice once the goods and quantities dispatched have been confirmed.