Bills - Copy to invoice
Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
While we're tuned into the idea for being able to copy a bill to an invoice, being open this isn't something we have direct plans for in the near term, but we will share if there's any news or change, here.
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Anastasiia Dorodnaia commented
@Leanne Aldridge Because our business model involves receiving bills from suppliers first and then invoicing our clients (not the other way around), it becomes cumbersome to remember the order or duplicate efforts by copying and pasting. It seems logical to have a simple feature in Xero that allows copying a bill to an invoice, just as it is possible to copy an invoice to a bill. Perhaps it would be beneficial to inquire with Xero about the lack of this functionality and explore the possibility of its implementation then ask me.
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Leanne Aldridge commented
@Anastasiia Dorodnaia, why don't you do the invoice to the customer first, then create the bill from the supplier? In the current Xero invoicing, there is the functionality to do that, so just do it the other way around. Invoice first, copy to bill second.
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Leanne Aldridge commented
This is absolutely a critical feature for me, why has the "copy to bill" feature been removed. I do 300+ invoices per month, and 250 of them have the need to invoice a customer and then copy to bill from the supplier. Why on earth would you get rid of this, it is absolutely crazy! If it cannot be added, I will have to move to a program that will incorporate this. Please add back in!
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Michael Gillman commented
In old version of invoicing you could copy the invoice to a bill when you had saved the invoice -now you need to go out of that invoice and check a check box before you can copy it to a bill. Can you add the "copy to bill" withing the invoice screen ? on new invoicing
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Simon Bonelle commented
This would also be a useful feature for us too; we have a property company and we have to invoice certain bills for disbursements on to the tenant at cost so to be able to copy a long and detailed bill straight to an invoice would be brilliant for us, a real time saver.
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Anastasiia Dorodnaia commented
HI,
The billable expenses do not solve the problem! It is frustrated why we can copy invoice to bill but can't copy bill to invoice. What is rational behind such limited functionality? It is common when we reinvoice the customer for the bill paid. It would save us (users) time to do it straight away and not to looking way around or manually retype/copy-passed information.