New Invoicing - Populate Discount from Contact's Sales Defaults
New Invoicing: In the classic invoicing, I can click in the discount area and the discount set in a customer's profile is automatically entered. I don't want to have to go in and look up each customer's discount every time I create an invoice. In the new invoicing, when I click in there it just waits for me to type something in.
Holley Barnes
shared this idea
Hi team, from new invoicing once you add a contact any sales defaults you have saved will be applied. Simply enter a Qty or Price and the discount saved for that contact will be applied.
If you're not seeing the discount column on your invoice, click the show/hide fields on the left above the invoice body and make sure this has been selected.
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Brett Mason
commented
We use the Xero API to create invoices and this has been raised as a major concern by our joint customers.
We're facing have to reverse engineer the Xero business logic for applying customer discounts via the API to restore functionality from classic invoicing which we would very much prefer not to do due to the risk of differences in the calculations.
We would appreciate some feedback on timelines to fix this.