If you've connected your Xero account, you can easily forward invoices from Upstock.
This is helpful if you want to share orders with someone, but don’t want to invite them as users of your Upstock account. E.g. if you have 3PL fulfilling orders.
How to forward an invoice
Once an order is approved, you can forward the invoice from the options menu on the order summary card.
The option is also available when viewing an order.
Just enter an email address and hit send. You can also include a comment for the recipient if you want.
Tip: most browsers will remember the email you entered and offer to autofill it next time.
Keeping track of what's been forwarded
Once an order has been forwarded, an icon will appear on the order summary card.
The order timeline will also include a record of who the invoice was sent to and when.
Invoices will be approved when forwarded
When you forward an invoice, it will automatically be marked as approved in Xero. This is done because a copy of the order is now outside of Upstock, so it’s considered to be finalised.
If you edit an order that has been forwarded or printed, we’ll give you a heads up that a copy is outside of Upstock.
Give us feedback
We'd love to hear about how we can improve our forwarding invoices feature. If you have any comments or suggestions, please get in touch