Sales Invoicing - Automate 'send me a copy' on invoices
Automate 'send me a copy' on invoices.
Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.
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Damon O'Keefe commented
I understand Xero are trying to make invoicing easy and visible for the plumber on the go using their tablet and pudgy fingers.
But a great many of us have 24-36" screens and sit at a desk either in stand-alone finance roles, or as business partners for the tradie/small business person.
As the finance partners that help a business make decisions, Xero may wish to develop "new" invoicing for the mobile users, and maintain "classic" for those of us that suffer RSI from the data entry. -
Accounts - South Pacific IT commented
Just want to add my voice to the choir.
I don't see how the new version saves time. I prefer the layout of the classic invoice screen. -
Oliver Whitefield commented
Just started using the 'NEW' invoicing, looks **** and why can we not have the ability to default to sending a copy of the invoice to myself, clicking the tickbox is not a great idea, often it gets missed!
Also can we not just have a button next to the Print PDF button for the email option....? Why do we have to find the right menu to select email?
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Shane Post commented
Not having this option has forced me to switch back to classic invoicing!
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Andre Simmonds commented
I can't understand why this option has been removed - come on xero - please make this happen!
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Philip Kennedy commented
This should be available in the invoice settings. C'mon Xero, it shouldn't be that hard.
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SBCM Accounts commented
And while they are there, if they can please put the "email/send" option not in the drop down box, then go down and select it. Takes too long!
The new screen is like watching tennis just to read it onscreen.
They just put huge gaps in between the column's!These change is not beneficial and more time consuming sorry.
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Richie Farrell commented
I cannot see how the New invoicing is better than the Classic invoices. It certainly doesn't save me time. Having to remember to click 'send me a copy' for each invoice is a pain.
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Creative Chaos commented
How was this overlooked when setting up the "New Invoicing" interface? In "Classic" it remembers your selection for both "send me a copy" and "include files with invoice" if we attach files.This should be standard in "New Invoicing" too.
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Hazel Hutton commented
The new invoicing screen is not good, I've gone back to the classic invoice until Sept at least.
Why remove the automated 'send me a copy'?
Why do Xero's 'improvements' generally seem to be a step backward? -
Sheryl Briggs commented
Why can't we default a copy of all invoices to ourselves any more. This should be an option. It can't be too hard to add.
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Deborah Bowden commented
Send me a copy of invoice - make this a default option.
In new invoicing, the "send me a copy of invoice" needs to be ticked every time. This needs to be a default setting. Or, as it was in old invoicing - the same as whatever was last selected.
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Peter Wilkes commented
Yes I agree should be able set permanently other wise there is no way to tell if your invoice was sent at all as there is no log or anything as far as I can tell??
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Margaret Zdunek commented
Yes definitely need this feature in the New Invoicing Screen. When emailing the invoices out on the old style invoicing screen, the 'Send me a copy' is automatic, now I have to remember to tick this every time. I need it to keep track of which invoices have been sent out in my outlook and follow them up if needed, without having to log into Xero every time.
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Michael Pears commented
Why would you remove this ???
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Jo Archer commented
I use this feature in my CRM and email management of jobs, it is vital and just another box to remember to tick for every invoice.
You've thrown the baby out with the bathwater. -
Matilda Swabey commented
Definitely not currently in New invoicing, and vital - please fix
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Rob Caplan commented
I think that in Xero's old invoicing which is still available and will be until September 2024 if you tick the "send me a copy" box when sending one invoice it then defaults to that for all other invoices
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SBCM Accounts commented
This used to be a feature but I can't see if they have kept it with all the latest changes (Jan 2024).
Help if you know please
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Louise Collier commented
Yes please Xero - allow this to be automated or at least the button appear for more than a second in the new sales invoicing module.