New invoicing - copy to bill
Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
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Nick Unwin commented
FIX THIS - @Xero @Kelly Munro, this new invoicing is NOT new if it's missing basic features.
Realising now how frustrating it is because every 24hrs I have to flick back to classic to complete a simple task.
Once you force us to use your worse version, we're all going to become even more frustrated with Xero. Already am frustrated with cost vs how little you listen to exisiting users. Focusing all your energy on attracting new clients via marketing campaigns with huge start up discounts.
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Sarah Land commented
This needs to be done asap - it's obviously that a lot of the changes in the new invoicing layout have been designed by software designers who have never worked in the real accounting world!!
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Joanne Howard commented
Really need this ability to be possible ASAP. The time about to be spent on copying the invoice to the bill, the long way, is going to be a nightmare and challenging! Please assist ASAP - thank you
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Finance Team commented
I cannot see why the copy to function has been moved to the 'invoices list view', this will only take more time and reduce the fluidity in Xero. This, along with other changes in the new Xero seem to add difficulty and extra steps, which should not be the direction of travel. Please reconsider before winding down classic invoicing.
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Anna Rowson-Smith commented
I feel if we loose the copy to bill option in the new invoicing would be a massive change for my team and my business - this will increase work load as well as the room for error in our process
please can you put this option back on to the New version
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Shelley Barrett commented
To lose the ability to copy an invoice to a bill just creates more manual work and I'll be looking for different software if I have to do that
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Nick Unwin commented
Required before classic is closed.
Cant use the "new" until this is fixed.
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mike Butters commented
@kellymunro This is a massive step backward ! For every invoice I have a corresponding bill to enter with matching information. Not having this will massivly increase workflow! Only having to enter the information once and then copying across to a bill is essential. If not I will be changing software for four of my companies.
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Accounts Powerace EB commented
Definitely require this feature before classic invoicing is closed off.
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Mark Mathews commented
Hello Kelly, We will be cancelling our membership, as this is a major point for us, and many.
COnsidering your raising the costs of the service and providing less...
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Alex Lusher commented
I strongly recommend this feature. I won't use the new invoicing without it.
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Jessie Laven commented
This is a must have. I do fund accounting so for every transfer (invoice) there is a corresponding bill to enter with matching info. It really helps the workflow. Only having to enter the information once and then copying across to a bill is essential.
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Lesley Hams commented
Don't think I articulated my original point very well, judging by the comments. I'm looking for a reverse 'billable expenses' situation, where each line of an invoice could be assigned to a different bill/contact; not a wholesale 'copy to bill' function - although I appreciate that this is widely used and needs to remain as a priority for many people.
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Chanel Urbano commented
I utilise this feature for the same type of payments. Distributing Royalties and revenue to artists as well as distributing commissions to other parties.
This feature is not only convenient as I am able to copy the invoice and data into multiple bills as required but also tracks the movement of the payments as I am able to see the sales invoice was copied to a bill and the bill was paid out in the history section.
It also enables us to see which sales invoice a payment is linked to when looking at past payments.
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Jason Mainwaring commented
Hi Team,
I can see the Classic Invoicing has just been communicated as extended until November along with a link to show New Invoicing feature status:
https://central.xero.com/s/article/Xero-new-invoicing-releases
Under the "Features coming after retiring classic invoicing" it lists the "Copy to"
Can we get an update on expected timelines for this feature, is it going to be before the extended cut-off of Classic Invoicing, if not, when is this feature expected to be implemented in the New Invoicing? That article doesn't provide any indicative timeframes that I can see i.e. Q1 2025 etc.
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Shirley Zhang commented
I agree with Mark on this one, we need to be able to copy an invoice into a Bill like the old version. This is a key feature that needs to be enabled before the old invoicing module is switched off.
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Mark Mathews commented
Australia Version
For us this is a massive thing and the reason why we moved back to classicHas this been sorted? if not when will it be as we should be able to copy them like we could with the older version,
The programming would already be there with the older version just needs to be transfered to the new version,
If not been done do you have a ETA as to when to expect it.
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Sarah McLeod commented
@kelly Jumping on late to this thread. Can you please let me know the timeframe between the senset of Classic Invoicing and implementation of Invoice to Bill copying. Just need to make sure we're only looking at a matter of days rather than months for this crucial feature that I use every day in Xero. Thanks :)
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Jason Mainwaring commented
This function is necessary for us to assist with tracking COG for services we on-bill to customers.
For example, an Internet Service. We would typically setup a recurring invoice for a customer and when we receive the corresponding invoice from the ISP, our team will typically "Copy to Bill" from the customer invoice so we have a linked bill tagged to the customer invoice with the cost of the services delivered accounted for?
In regards to the proposed work-around, when our team go to Invoices we do not see checkboxes like in the screenshot under the "All" tab, we've been advised by support the checkboxes are only available under Drafts or Awaiting Payment tabs etc. it's not ideal.
It's quite frustrating that Xero are forcing drastic changes like this with incomplete functionality built into the new tools.
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Nick Unwin commented
Yes, agreed @Lauren Harvey - it needs to be implemented to the 'New Invoicing' before the compulsory switch.
We still have to use the old because of this feature.