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New invoicing | Copy to same contact - auto apply defaults

Thanks for allowing the contact to remain when copying an invoice over - but please can you allow the defaults for the contact e.g. Tax rate to pull through as well?
I have found when changing the account, or just adding a new item, that it is not bringing this in (as the little warning states when you are copying) but this is a real pain as you have to keep checking the Tax rate and amending when it isn't correct for that contact.
Please can this be fixed as it was not an issue in the previous version of invoicing.

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Clare Wilson shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.

In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.

We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.

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  • Ruth Agyapong commented  ·   ·  Report

    Will it be possible to retain contact defaults when copying an invoice? Please make thi

  • Kelly Hendrick commented  ·   ·  Report

    When you copy to draft, it pre-fills with today's date but the due date is also pre-filled as today's date instead of using the rule set in the customers settings.

  • Sylvie Watson commented  ·   ·  Report

    When I copy an invoice now I have to choose whether I want the client name or the correct due date which I have set up in the customer details? Utter nonsense and very time consuming - it was great before you changed everything.

  • Victoria Ellis commented  ·   ·  Report

    I dont understand why if you take something away from us that we then have to request it be added back in - I have a very Very unhappy client now and it has cost me time

  • Nida Dar commented  ·   ·  Report

    If you start a new Invoice for a client (from scratch) and the 45days are in the Client settings the due date is worked out correctly. However, when you "Copy to draft invoice" the due date doesn't default as per the client settings (even if the last invoice was correctly set at 45 days), the new invoice defaults to 30days.

  • Martine Robin commented  ·   ·  Report

    Hi,
    We invoice our customers multiple times for a projects (progress claims). When I copy an invoice, the payment terms I have set up for the customers are no longer being applied under the new invoicing version which is not good - the payment date is the same as the issue date rather than 30 days EOM which are our normal payment terms set up. Could you please fix? Thanks. Regards, Martine

  • Clare Wilson commented  ·   ·  Report

    This is most certainly a step backwards! It has already caused us issues this month with individual customers having mixed VAT rates because we have copied a previous invoice and then added additional items, which I believe then pulls the tax default from the nominal code - what is the point in setting a contact tax default code, if in this situation, it is ignored?! This did not happen in the classic invoicing!

  • Russ Smith commented  ·   ·  Report

    Hi Kelly,
    I don't think the explanation you have been given is correct.
    This is how new invoicing currently works when copying the invoice:
    1) Customer X has an existing invoice, the line items of that invoice are set to Zero Rated Income
    2) The Sales Defaults Sales VAT setting for Customer X is also set to Zero Rated Income
    3) I copy this existing invoice, and it's for the same customer i.e. the To is left as Customer X
    4) The Tax Rate for the copied lines remains as Zero Rated Income, which is what we'd expect to see
    5) But, when you go to add a new line, e.g. for extra item sold this month, the Tax Rate on the new line now defaults to 20% (VAT on Income). My guess is it's either pulling this Tax Rate from the default rate assigned to the nominal ledger code, or it's going by whether our company is VAT registered or not.

    Needless to say, this did not happen under old invoicing, it is a pain to have to keep changing it, and what's more key is that it's likely to result in a lot of incorrect invoices with mixed VAT rates that get sent out to customers (especially in conjunction with that terrible approve and email button).

    I don't understand why this would not be changed, as it's clearly a step backward from the old invoicing. But I guess if not, we'll just add this to the list of things that Xero is refusing to fix under the 'improved' new invoicing that system that has been forced upon the hapless users.

  • Russ Smith commented  ·   ·  Report

    This is so annoying. Please get this fixed. I have no idea why you would release something in this state and then force it upon us.

  • Alana Porter commented  ·   ·  Report

    Why are the terms not also copied when you copy an invoice for the same contact??????

    I finally saw the tiny note saying to remove and re-add the contact. This is just a waste of time and another step to remember.
    If I wanted a different contact I would change it and their terms would come up.
    New invoicing is NOT EASIER OR SIMPLER. It is Painful.

    Why change something that wasn't broken??