New Invoicing | Tracking - don't override with contact default when copying invoice
Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.
New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.
Classic invoicing did not have this error. Could you please fix it urgently?
Olga O'Keefe
shared this idea
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Kristie Marquez
commented
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!!
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Sarah Disley
commented
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! -
Liz Patterson
commented
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
