Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.
Paul Nesbit-Bell
shared this idea
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Richard Bergen
commented
New invoicing wont allow copy and paste at all for me.
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Christopher Manning
commented
I currently use the Repeating invoices for things that will be roughly the same every month, its saved in Draft so I can edit last minute. Then I have labor performed throughout the month that varies. I end up with two invoices for one client "Monthly Services" and "Labor". If I want to merge these invoices into one for the client I have to use the "Copy to" however this copies both invoices into a new 3rd invoice. Now I have 3 invoices which means every month my 10 invoices become 30 and I have to go back and delete 20 then renumber 10. Its alot of work. It would be great if there was a way to just copy the contents of invoice #1 into #2 and have #1 delete itself. If we can choose the # to keep it will eliminate the need to go back and renumber the invoices. Lastly, you need to then go back in and change the Invoice Setting for the next Invoice number.
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Laurie Perks
commented
Just adding to this. I can currently copy and merge, but it would be nice to be able to simply merge so that the original bill gets deleted and only the merged document exists.