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Hi Kelly,

I have just copied an invoice to the same contact, added a couple of additional lines to the invoice and the VAT rate is not pulling in from the contact defaults to the additional lines added, so I am not sure this is completely working as you suggest?

Could you please check again, as this should be standard that the contact VAT rate is applied, not the default against the account code.

Adopting default settings when copying an invoice (e.g. payment terms/due date) WAS working for us when using Classic (I used it every month) and is now available on New Invoicing - so thank you. This should have been available right from the start...

Olga is 100% correct. Classic did not do this.

It is a pretty poor indictment of your service when your customers know more about how your systems work than your staff do...

If I am copying an invoice, it is because it already has a layout that I want to use or change minimally.

If I want defaults for a contact, I will start an invoice from scratch.

Xero, you have 2 ears and 1 mouth, so you should be listening twice as much as talking. Stop telling us what we want and start listening more instead.

Hi Kelly,

Your comment:

“Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing.”

is not correct. Classic invoicing did not apply customer’s defaults to a copied invoice.

Please see the details in my post:

https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49570913-new-invoicing-tracking-don-t-override-with-con

When we copy an invoice, we must have a copy of the invoice not customer’s defaults. Some examples of the invoice-to-be-copied for you to consider:

1. Tracking categories in the invoice do not match the customer’s defaults
2. Due date in the invoice does not match the customer’s defaults.

In both cases applying customer’s defaults creates an error. Classic invoicing never did it. Classic invoicing did copy an invoice.

Hi Team,
You are going to retire Classic Invoices soon. Could you please update us on when you plan to fix the issue with New Invoicing, which does not remember the settings? The GST/Subtotal (non-GST)/GST inclusive issue still hasn't been fixed!
Classic Invoicing presents the totals for the invoices as I've set it up, but the same invoice, when switched to New Invoicing, presents it differently! I raised this issue in August last year, and despite all your promises, you did nothing! If you want to force me to use this update, please at least do what you promised—fix the bugs!

Hi. I'm curious about the % discount feature. This doesn't seem to be working. It is set in the client profile, but I am still having to manually adjust each line.

Hi. I'm curious about the % discount feature. This doesn't seem to be working as it does in the classic setting. A percentage is set in the client profile, but I am still having to manually adjust each line.
Am I doing something wrong?

When invoicing 'add contacts last items' it does not copy contacts LAST items it is copying the contacts last paid invoice I think. This is a major problem as when our clients prices are uprated it has copied old invoices with old costings! not the previous monthly invoice.

The client payment terms setting doesn't pull across when you copy an old invoice into a new one. The due date is always today's date. If the client setting is 30 days or 45 days the system ignores this. What's the point in having default settings? Again more clicks to open a new window, find the client, check their payment terms, work out due date manually. In 2024. With a system that used to manage this feature just fine.
I contacted support and was told it is a known issue.
Please can this be fixed?

I have now created and Off Site petition..... Petition for Xero to stop making changes...
https://chng.it/wYWMHwp9td

Yes totally agree - we approve but dont send out our sales invoices until the end of the day - this gives us opportunity to check the invoices and batch send
we need the Approve only button to show on the invoices (so you can set a default)

Hi Xero Team,

Could you please advise why the new invoice does not follow the GST settings as represented? In Classic invoicing, I have set up the total for the invoice to show as follows:

Non-GST
GST
Total GST incl.

However, when I switch the SAME invoice to New Invoicing mode, it only shows:

Total GST incl.
GST

Could you please advise why Xero does not remember my invoice preference settings in New Invoicing? Does this mean I have to set up my preferences for New Invoicing and spend additional time on this? Can it be fixed, please?

Sorry for the back and forth there, Olga. I see your came back to our specialists and they've now confirmed there's an issue with the 'Send me a copy' not remembering the last selection and this is now with our product team. Our specialists will reach back out as soon as it's resolved. Thanks

Hi Kelly,

I received a reply from your specialist. Please see it below. Could you please comment on it? It does contradict your explanation.

Hi Olga

Thanks for reaching out.

The 'send me a copy' does not stay on with the New Invoicing. This is a feature on the Classic Invoicing.

However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.

If you have any feedback on New Invoicing, and have specific functionalities that you would like to see in New Invoicing, then we suggest you raise these in Xero Product ideas.

Our Product team will be actively monitoring these requests before the retirement of classic invoicing, and prioritising the ideas most requested by our customers.

I’ve included a link to the idea where you can view and support it or create a new idea to share your thoughts.

Xero Product Ideas: Sales Invoicing - Automate 'send me a copy' on invoices

Regards

Rita

Hi Kelly, thank you for advising me to raise a case with Xero for my problem. Anyway, my browser does remember the tick in the "attached PDF" field, but it does not remember the tick in the "Send me a copy". What a strange browser!

I am addressing this issue with your specialist now.

Kelly,

This statement is not true: "Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent"

I just emailed 5 invoices. I ticked the "Send me a copy" box in the first email. Then I had to tick it in each of 4 consecutive emails. It does not remember the selection made in the last email sent.

and calender under due date instead of the all the other options, always have to pick another date, the calendar now takes two steps to get to the date wanting, before was one step.

please make the send me a copy in the email invoice a default so don't have to tick each time. thanks

Absolutely! I truly dislike that on the invoicing layout I have to constantly remove "project" from the invoicing. WE NEVER use this module. And it's in every single invoice. There is no place to even change the default.

I have to agree with Brooke Gowen, this is very annoying always having to uncheck the box to remove the PDF and always have to check the box send me a copy. So now we are being forced to use the new invoicing soon but you can not provide us with some of the old features that most of us are asking for. Please either wait to force the new involving or make sure the options of PDF and send a copy are remembered.