New Invoicing - Keep Invoice Options to copy invoice and retain all the data
We create multiple invoices with deferred income. Currently I can approve the sales invoice then under "Invoice Options" copy to a new invoice and all the data is pulled over. I can then adjust the nominal ledger to the balance sheet and approve that, then again from the "Invoice Options" I can add a credit note to the P&L. I can then copy again to create a new sales invoice for the date when the income is due to the P&L and create that and once again add a credit note to credit the balance sheet. I realise this might be a bit niche but it's vital to our business and the new invoicing makes this incredibly long winded and fraught with the possibility of errors creeping in. PLEASE restore the option to copy to a new invoice and add credit without losing all the carefully entered data! And PLEASE respond to this so I know your status on it.
Vanessa Marson
shared this idea
Thanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?
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Vanessa Marson
commented
Apologies for the delay in replying. I need the invoice to copy and retain all the data I have inputted on the original, so the contacts, the amounts, the ledgers - everything.
Currently I create the original invoice, which is posted to the P&L ledgers. I then copy that invoice with the same date and change the ledger code to the balance sheet as the income isn't due to the P&L until a future date. I then create a credit note to the P&L ledgers to clear those on the date of the original invoice. I then copy the invoice again, changing the date to the future date when the income is due on the P&L, and code all the lines to the P&L codes. Finally I create a credit note on the same future date to remove the lines from the deferred income on the balance sheet.I am very happy to have a call with someone and demonstrate this, and to show how the new invoicing simply isn't capable of doing this.
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Paul Blamey
commented
Howdy.
I have a similar problem.
I have clients that require one invoice for payment each week that itemises delivery details completed daily.
The "copy and merge invoice" option works well with the old system but the new system does not transfer the data across from multiple invoices, so is useless for me.
Let me explain my system.1. Deliveries or services completed in GeoOp are priced then received into Xero via API to a "Calculations" client each day.
I approve the invoice and set the payment date to the Friday of the week completed.
2. At the end of the week I copy the Calculation client invoices (with details) into a different invoice for the actual Client contact using the Sundry Debtors account, for eventual payment and adjust GST as required.
3. Once that invoice is approved, I send it to the client, copy the invoice number and use that to pay the relevant Calculation invoices from the Sundry Debtors account.
This works very well for us and solves the customer requirements whilst reporting the correct dates for jobs completed.The new Invoicing system does not automatically merge the individual invoices data into the copied invoice and the add items to invoice extra button only works with the last invoice, not the multiple invoices needed, so it renders my system ineffective.
Can you organise this copy and merge feature for multiple invoices to a different client to be reinstated, or advise of another method please.
This is a deal breaker for me using Xero, as other systems I have used previously have the option I need and they also have sub accounts to assist with reporting.
Please advise and thanks for your time.
Cheers
Paul
Nightglo