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  1. Sales Invoicing - Order acknowledgement

    153 votes

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    78 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. 

    Josh Stokes supported this idea  · 

  2. Products and Services - Add contact column to transaction report

    12 votes

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    submitted  ·  4 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    Josh Stokes commented  · 

    Add column on latest transactions to see customer.

    When I got onto a product or service, I can see the latest transactions below which is great, could it be possible to add the customer name next to the invoice number for easier identity?

    Thank you

    Josh Stokes supported this idea  ·