GST default on a copied invoice defaulting to GST Inclusive / Incorrectly
A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:
1) the previous Invoice is set to "GST Exclusive"
2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
3) Note - No Contact defaults for GST set.
Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.
Previously Xero would copy over the invoice exactly, but now Xero appears to looks at my very last invoice generated (in this case to another customer - which DID happen to be a GST inclusive invoice). The change in the coding was made sometime in June 2025, so people - check your copied invoices from 30 June 2025 onwards!
As a work-around I have set the organisation default to "GST Exclusive" and will have to adjust for the odd GST inclusive invoices I do.
Murray Thompson
shared this idea
Hi everyone, thanks for sharing your feedback on this idea. We can see why this would be useful. We have reviewed this idea and can see that currently when you copy an invoice, the financial settings of the organisation take precedence over the settings from the original invoice. This idea is now in Gaining support status, which means it's open for community votes and comments while we monitor interest from users.
-
Julian Laking
commented
Have the same issue.....had to go back and resend invoices GST exclusive. The system keeps doing this so we have to double check everytime we copy an invoice to a new invoice. Very frustrating