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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.

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Lesley Hams shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Lauren Harvey commented  ·   ·  Report

    Please bump this up the list - especially as we have semi-funtionality around this currently with the copy to bill functionality which is about to be withdrawn with the new Xero Sales invoicing - Please Xero lets not go backwards here!!

  • Nick Unwin commented  ·   ·  Report

    what!!?? Why would this not be a feature in the new invoicing. We use this for every invoice required COGS... so like EVERY invoice.

    We've had to switch back to classic as new is unusable until this existing feature is implemented to the new invoicing.

  • Paul Campbell commented  ·   ·  Report

    We have the same "number" for our Quote, then to Invoice, then to Purchase Order, then to Bill. This keeps things 100% aligned and no one is ever confused about where the dollars are going or correlating "oh invoice 100 is matching quote 79 but it is purchase order 172 and bill 63."

    Please implement this asap

  • Anastasiia Dorodnaia commented  ·   ·  Report

    Absolutely necessary!! and ability to copy Bill to invoice as well! It would really be a time saver. I do not understand why Xero is so resistant to introduce this function!

  • Pamela Cipriano commented  ·   ·  Report

    I use this function on a daily basis so would be great for Xero to also carry over this function to the new version

  • Meg Morton commented  ·   ·  Report

    This would be a game changer in sales. This would save hours of labor on my end.

  • Anastasiia Dorodnaia commented  ·   ·  Report

    absolytly nessesary. I do not understand why Xero so resist to this functionality?

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