Enter your idea

Optimus Fintech,

before posting any ad, you could learn the difference between account receivables and account payables. Just a hint, this discussion has nothing to do with your ad.

To find additional details about invoice match and reconciliation records, you can check this link: https://optimus.tech/knowledge-base/invoice-matching

Now I discovered another wrong thing. It is due date. You can see it if you copy an invoice with a due date that differs from your default invoice settings. For example, your invoice default settings is 30NET. And invoice has it as 60NET.

Xero, we ask you to copy an invoice. It means that we need to have an EXACT copy. Instead of this you do the following (in respect of due date):

1. When the invoice is copied the due date is taken from our default invoice settings, ie 30 NET.
2. Few second later (1-2 sec) the due date changes to the customer’s default and the pop-up with Don’t Apply appears. I might see it because my computer is slow. However, many users complain about extreme slowness in new invoicing.
3. If I click Don’t Apply (do not apply defaults) the due date goes back to 30 NET but not to the original settings in the invoice that I copied (!) as anyone would expect.

The above sequence of events tells me that you did not copy an invoice per se. You copied some bits and pieces of invoice, default invoice setting and then applied customer’s defaults. Pure dog’s breakfast!

Please clean this mess.

Hi Kelly,

This morning, I copied a quote to other quotes with the same customer’s name. Surprise-surprise! The defaults were not applied! All quote parameters were mirrored to new quotes correctly. The default currency was USD, but original quote had AUD, and new quotes had it correctly as AUD. I saw the only (rubbishy) pop-up “The quote was copied”. So, quotes were the first introduced module of new invoicing, if I understand it correctly. Funny thing is why the function of “Copy invoice” is different from “Copy quote”? Why “Copy invoice” has so many pop-ups?

What's the use of having a copy feature if it doesn't copy the invoice exactly.
Very frustrating.

If I want defaults, I'll start an invoice from scratch.

If I'm copying an invoice, then I'm doing it for a reason.

I don't need Xero's software guessing what I want, it just needs to do as it is told.

Kelly,

I raised a ticket with this problem and had a share-screen session with Xero specialist.

Below is my comment after that session. She promised to refer it to the production team.

Thank you for the screen sharing session and brining to my attention that there is an option "do not apply" the defaults to a freshly copied invoice.

However, the option of "Don't apply" should not be there in the first place, because I did not have any intentions to use the defaults, I copied the invoice and expected to see the invoice parameters (not defaults).

Indeed, there are four popping up windows. But you need to be quick to catch them! They disappear from the screen one by one in 5 seconds!!! I timed it. The last to disappear is the option "Don't apply".

Xero, do you expect me in the middle of a busy day to pay attention to some rubbishy looking pop-ups that disappear in 5 seconds?

By the way, the info in these pop-ups is indeed useless and contradicting:
1. Invoice copied. Yeah, great! I can see it on my screen that I copied an invoice. Is it a check needed for the coder? Is it a message needed for JAX?
2. Add a contact to start saving. Really??? I just copied a contact together with the invoice.
3. Contact defaults have been applied to this invoice. "Don't apply". It looks like Xero is trying to outsmart a user. I asked you to copy the invoice, but not the defaults.
4. The tracking options for some line items have changed as you have selected a new contact. Is it a reminder for a coder? Can you please decipher this phrase for me? Firstly, I did not select a new contact. Secondly, the change in the tracking options were done by you deliberately (see point 3 above).

Please, remove all pop-ups and DO NOT APPLY DEFAULTS to a copied invoice. Look at classic invoicing and just mirror the Copy Invoice function from there.

Your invoicing system is HORRIBLE, to say the least. For the mere fact that you don't care about your customers. Is really sad!

Awful!!

This isn't just an issue when copying invoices; when assigning a tracking category in the new invoicing, tracking codes are not always recognised correctly. This is happening to more than 50% of the invoices I'm raising, and is therefore incredibly time consuming to correct. Support have suggested trying clearing web browser’s cookies and cache, or trying a different browser - which hasn't resolved the issue.
Very frustrating!

Surely if you are coping an invoice you are doing it because you want all the details of that invoice COPIED to the new one not any default settings inserted instead. Seems obvious, well to everyone except Xero