New Invoicing | Copy to - Purchase order
When a selecting the new invoicing platform, you lose certain functions.
The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.
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Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
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Philip Gibbs commented
I raised this issue when you first touted the new invoice format. Why have you side lined it? I have resisted using the new invoice system up to now - it is so critical to me I would consider moving away from XERO - as I think others should. You clearly have the "Microsoft Mindset" - force changes on paying customers and don't care if you upset people.
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Julia Waghorne commented
I am not looking forward to having any time without this function. The time I spend on this will double if not more! As it will become manual. Copy paste... copy paste.... copy paste... lines and lines of detail. Triple checking to ensure nothing missed. The double handling will be a nightmare. PLEASE get this going URGENTLY!!!!
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Nathan Gow commented
@xero @Hannah_G @admin
Can we please get an update on the "Copy Invoice to Purchase Order" function?
As the deadline to the classic invoicing is retired, we are anxiously awaiting resolution to this issue.
Our company heavily relies on this function in our day to day operations, with our multiple distribution centres around the country.
If this isnt resolved there will be a heavy impact on our productivity and resources.
Can you please update us on the progress and/or extend the classic invoicing until "the other bits of work" are completed and this is resolved?
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Nathan Cox commented
@xero @Hannah_G @admin
With only seven days left until we lose the basic ability to 'Copy Invoice to Purchase Order", your complete silence on this issue is beyond frustrating, it’s just plain rude.
Many users have contributed to discussions, trying to find a way forward, yet you’ve provided no response, no clarification, and no indication that you’re even listening.
Everyone on this thread relies on this function and your lack of communication has left us all in an incredibly difficult position. At the very least, an acknowledgment of the issue would have shown some respect for those affected. Instead, you’ve left everyone completely in the dark.
Switching software is proving a massive disruption for us, and it shouldn’t have to come to that. Ideally, this simple function would be added to new invoicing, but if that’s not possible, at the very least, you need to extend the use of classic invoicing to give businesses time to adapt.
Ignoring everyone here is not a solution. We need a response.
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Olga O'Keefe commented
@Monique Boseley
I read about it in another thread, I think. But Xero made some partial work-around for this problem.
We can copy an invoice to an invoice, bill, PO and quote not from the invoice itself but from the list of invoices. However, we can copy only DRAFT and PAID invoices. It is extremely annoying.
@Kelly M,
Could you please tell us when we will be able to have this function for ANY invoice?
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Monique Boseley commented
@Hannah G
Hi Xero Team,
We’re counting down the days until the removal of this brilliant feature in the new invoicing system, and honestly, we’re hoping it somehow makes a return in the next week or two.
Our company relies heavily on the "Copy to Purchase Order" feature, using it multiple times on every single job we take in. Without it, I’m not sure how we can maintain the same level of efficiency, and this change may force us to reconsider our use of Xero.
@xero Is there any chance this feature will be reinstated, or is there an alternative workflow that could achieve the same outcome? Could you provide an update on whether this feature will be reinstated, and if so, when? Any guidance on possible workarounds would also be appreciated.
Looking forward to your response.
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Sarah Abbott commented
Completely agree with @Nathan_Cox comment that we will also be unable to use Xero accounting software without the Copy Invoice to purchase order. Even more disgusting is the complete lack of communication from Xero regarding my points raised earlier this month and that of so many other users, what is the point of having the ability to raise these issues if no one from Xero responds to such a critical issue, what sort of a software development company does that to its userbase and treats them with such contempt. I will resort to publishing this issue on all forms of social media if we do not receive any response over the next few days, to warn other potential users to avoid selecting Xero for their accounting software provider, which is such a shame because Ive always been such a strong advocate of the platform.
@Xero @admin you need to respond to this critical issue ASAP!!
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Nathan Cox commented
@xero @Hannah
With only 20 days until we will be unable to use old invoicing this has become a serious challenge for us. Without the basic ability to copy an invoice to a PO, which we rely on heavily for our day-to-day operations, we’re unable to use the software effectively as a business.We’re currently trialling Sage that addresses this gap, but migrating is both time-consuming and very disruptive. That said, if this isn’t resolved soon, we’ll have no choice but to move over permanently.
What’s particularly frustrating is the lack of communication—there hasn’t been a meaningful update from Xero in over a year. Even if a fix isn’t on the immediate horizon, some clarity on whether this issue will be resolved would really help us decide whether to persevere with Xero or move on.
If there’s no update or response, we’ll have to assume this isn’t being addressed and proceed with migrating.
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Daniel Ball commented
I completely agree with Preshna Mungur—this feature is crucial for us to fully benefit from using Xero. Without the ability to copy an invoice to a purchase order, the software becomes, at best, significantly less useful to our operations.
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Preshna Mungur commented
The lack of communication on this matter is unacceptable. The last update we received was in January 2024, and a year later, there has been no further response from your side.
This needs to be addressed immediately, as the "Copy to PO from an Invoice" function is critical for our operations. You need to find a solution and provide us with a clear update on the next steps.
Please respond as soon as possible.
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Sarah Abbott commented
Your response is lacking critical information as to whether your development to copy Invoices to POs will be completed BEFORE the original invoicing is switched off, otherwise switching the original invoicing off will need to be delayed further until the functionality is developed. This is Xero's problem that this was not included in the new invoicing function so Xero must bear the increased work needed to support the old system by keeping the original invoicing switched on. Otherwise you will risk losing a lot of your userbase. This has been so badly thought out, shame on your development director.
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Emma Wight-Boycott commented
This really is critical for my business. Given that there has been no update for a whole year I am now looking at whether Quickbooks can provide this and other aspects for my business.
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Dusty Accounts commented
Why why why have you dumbed down this aspect of
Xero? Do you not care? -
Helen Schafer commented
Doesn't look like it will happen for a while. The work around seems to be to copy from an invoice to a quote, and then copy the quote to a Purchase Order....
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Suzy Shamrock commented
I hope this function will be updated with the new invoicing otherwise XERO has literally hamstrung my business. :(
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Ray Chapman commented
Today we've received the latest XERO email - Subject: 30 days until classic invoicing in Xero is retired... "reminder that we’re retiring classic invoicing on 27 February 2025."
Any chance of an update that this function, Copy Invoice to Purchase Order, will be part of the NEW version?
Last response/ update was a year ago - Hannah G (Admin Xero) Jan 31 2024?!
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Emma Wight-Boycott commented
Please could we have an update on this? I am starting to look at alternative options to Xero based on this inability to Copy Invoice to Purchase Order, as well as the general clunkiness of the new invoicing.
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Andy Carter commented
No idea why this function has been removed from new invoicing, saves so much time and keeps track of orders relating to customers and vise versa, update before the time runs out on old style invoicing please.
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Paul Pascall commented
Bloody idiots deleting this function. Si much so I have to move from XERO - total joke. ZERO has ZERO idea how to run a business FSS
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Kingsley Holdaway commented
THIS IS CRITICAL FOR MY BUSINESS.
XERO WILL BE USELESS FOR MY BUSINESS WITHOUT THIS OPTION.
Please fix and advise before classic invoicing is up - our business is only using the classic right now.