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Sales Invoice - Ability to enter all contact details from an invoice

You can now create a contact from an invoice. Great, this was overdue.
Why stop at only allowing some of the details though? Weird.
Now I have to go back into the contact and edit it to add Company name etc.
It's just creating more work when I could have done everything from the one spot.
Please fix!

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Myles Formby shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Sorry for not updating you here sooner, team. We've been making a lot of changes within new invoicing. One of these being enabling you to enter more contact details from the new invoicing screen, without having to navigate away.

You'll find you can now enter the contact name, email, billing address, delivery address, and phone all from the contact card within a new invoice. These details will be reflected without the need to refresh the screen 🙂

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  • Elizabeth Mpilias commented  ·   ·  Report

    Currently updating the Contact details in the new window as provided does not actually bring the updated details back to the Invoice window, so extra clicks still required. This worked just fine in classic invoicing

  • Elizabeth Mpilias commented  ·   ·  Report

    Please adjust the new invoicing to bring in the actual contact email addresses from the Contact dynamically as they are at the time the Email button is clicked.

    Currently with "new" invoicing even if they have been updated in a 2nd window while the invoice was created/approved it only brings in whatever details were saved in the contact at the time the invoice was created. This behaviour should be associated to the Email button, not creation of the invoice.

    We often have to send a client invoice to multiple email addresses, however we can only add 1 email address to the Contact in the Invoice module. In Classic invoicing you can open the Contact in a new window, add the extra email addresses and when emailing the invoice it brings in the email addresses from the Contact.

    New invoicing has lost this function.

    Currently we either have to manually creating the Contact first before creating the invoice OR have to refresh the invoice window before emailing so the current contact emails are usable in the invoice module

  • Malcolm Gaskell commented  ·   ·  Report

    its so basic its beyond belief

    sage as much as it drove me mad sometimes has a much better invoicing system
    the mobile app is brilliant you can add everything ,customer address ,site address it keeps a list of products used and services

    xero really need to catch up very quickly

  • Karen Nuttall commented  ·   ·  Report

    When preparing an invoice for a new client. Can we please have the ability to input the new customer's address, instead of going into another screen for the new contact, adding their address, then going back to the invoice to complete the invoice details.
    I have a client with 2 businesses that take phone orders. One business he uses MYOB the other he uses Xero. He said this is a "bug bare" in Xero as it takes time to go between screens, where as MYOB allows to input the address in the invoice screen.