Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

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

382 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

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

Hi everyone, we've introduced a change to new invoicing so you now have the ability to copy an invoice to a draft invoice and keep the existing contact. 🙂

When you select this option, you'll see a pop up where the current contact is selected by default, however you can choose another contact or leave this blank if you'd prefer.

Thank you for all your support and sharing back on the idea for this feature, here.

Show previous admin responses (3)
Comments are closed An error occurred while saving the comment
  • Anishta Pillay commented  ·   ·  Report

    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

1 2 4 Next →