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New Invoicing | History - record when invoice has been copied

History needs to show when an invoice has been copied and which invoice it has been copied from and to.

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Betty Manser shared this idea  ·   ·  Report…  ·  Admin →
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  • Amanda Hubley commented  ·   ·  Report

    This should be across the board, any time you are able to copy a document to another document it should create a link. The leaves a clear history. If I copy from an invoice there is a reason and I want a link. There could be an option to create this history link or not in the copy to option list if it just happening for every transaction causes some people issues.

  • Phoebe Woodcock commented  ·   ·  Report

    Hello, I know in the old invoicing, it did have this information in the "History & Notes" section if an invoice was copied and the original invoice if it was copied onwards.
    It was really useful to track where the invoices came through without having to open every invoice. I am not sure why Xero has taken this feature away, but it would be really useful and time saving to have this feature back.