New Invoicing - Keep the previous Contact when using Copy
Please change the new invoicing so when we copy the invoice, the previous contact automatically appears as default
We should not be choosing the customer each time we copy an invoice
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
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Anishta Pillay commented
The new invoicing should do what the classic invoicing did when you copy an invoice. With the classic invoicing, when you click copy it picks up the last contact and all you need to do is confirm. With the new invoicing we need to find the contact again. We have a lot of contacts, and do not want to search for them.
Please update so when I copy with the new invoicing the contact remains
Also prefer the classic invoicing in general