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'Customers settings not prefilling when using "Add ons" with invoicing.' has been merged into this idea

For small businesses: Accounting features

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Invoices - Autofill customer fields

Make the Customer Field AutoFill in new invoicing

In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix

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Annie McCobb shared this idea  ·   ·  Report…  ·  Admin →
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  • Ben Johnson commented  ·   ·  Report

    When using an "Add On", the customers settings in Xero do not work when invoice sent to drafts. For example when you click the discount column to pre-fill it won't. The fix is to delete the customers name and re-enter it.