Invoice - Copy to repeating invoice – Share and support customer ideas for Xero

Invoice - Copy to repeating invoice

It would be nice to be able to use "copy to" function on an approved invoice to create a new repeating invoice.

3 votes

Lorraine Booysen shared this idea · 11 October, 2022 · Report… · Admin →

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AdminKelly Munro (Community Manager, Xero) responded · 09 February, 2023

Hi Lorraine, not quite labelled 'Copy to' however this is possible 😁

You'll find a 'Repeat' option from an approved invoice where you can create a repeat invoice template - See here.

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Aileen Pennington commented · 20 February, 2023 17:53 · Report

I am pretty sure you can already do that. I just went into an exisinting sales invoice, clicked on"Invoice Options" and the first item on the list is "Repeat"

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Joseph Kiteley commented · 04 January, 2023 03:55 · Report

This is needed asap

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Elliot Sayers commented · 04 January, 2023 03:27 · Report

I have noticed that when I create a sales invoice in Xero, there is no option to then make it a repeating sales invoice so you have to set up a new repeating invoice.

It could be useful to have a button on a sales invoice you have already created to turn it into a repeating sales invoice?

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