Sales Invoicing - Automate 'send me a copy' on invoices
Automate 'send me a copy' on invoices.
Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.
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Glenn Ursino commented
such a basic feature. Would also be nice if I could have it send to an email address other than my login account.
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Christopher Costi commented
This was already automatically selected (remembered ) in the old the invoice system .
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Rob Caplan commented
Please add this as an option
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Greg Monahan commented
don't like the new invoice system at all, its far less efficient. more buttons to select, and where do I find the "send copy to me option"?
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Jo-anne Goff commented
Searching how I can set the "send me a copy" as a default so I don't have to try and remember to tick this box every invoice. Are you kidding that this can't be changed in the default settings.
Some parts of the new invoicing are good - but I prefer the old version. I seem to be clicking on a lot of extra boxes to do the simple tasks with the new version. Xero - you have not won me over.
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Donna Anthony commented
Please put this default back into the invoicing. I sent 20+ invoices at a time. It's unlikely I will remember to select "send to myself" 20+ times in a morning. Especially since I've not had to do this before.
I also much prefer the classic layout. I wanted to like the new layout, but I don't love it.
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Damon O'Keefe commented
I understand Xero are trying to make invoicing easy and visible for the plumber on the go using their tablet and pudgy fingers.
But a great many of us have 24-36" screens and sit at a desk either in stand-alone finance roles, or as business partners for the tradie/small business person.
As the finance partners that help a business make decisions, Xero may wish to develop "new" invoicing for the mobile users, and maintain "classic" for those of us that suffer RSI from the data entry. -
Accounts - South Pacific IT commented
Just want to add my voice to the choir.
I don't see how the new version saves time. I prefer the layout of the classic invoice screen. -
Oliver Whitefield commented
Just started using the 'NEW' invoicing, looks **** and why can we not have the ability to default to sending a copy of the invoice to myself, clicking the tickbox is not a great idea, often it gets missed!
Also can we not just have a button next to the Print PDF button for the email option....? Why do we have to find the right menu to select email?
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Shane Post commented
Not having this option has forced me to switch back to classic invoicing!
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Andre Simmonds commented
I can't understand why this option has been removed - come on xero - please make this happen!
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Philip Kennedy commented
This should be available in the invoice settings. C'mon Xero, it shouldn't be that hard.
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SBCM Accounts commented
And while they are there, if they can please put the "email/send" option not in the drop down box, then go down and select it. Takes too long!
The new screen is like watching tennis just to read it onscreen.
They just put huge gaps in between the column's!These change is not beneficial and more time consuming sorry.
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Richie Farrell commented
I cannot see how the New invoicing is better than the Classic invoices. It certainly doesn't save me time. Having to remember to click 'send me a copy' for each invoice is a pain.
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Creative Chaos commented
How was this overlooked when setting up the "New Invoicing" interface? In "Classic" it remembers your selection for both "send me a copy" and "include files with invoice" if we attach files.This should be standard in "New Invoicing" too.
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Hazel Hutton commented
The new invoicing screen is not good, I've gone back to the classic invoice until Sept at least.
Why remove the automated 'send me a copy'?
Why do Xero's 'improvements' generally seem to be a step backward? -
Sheryl Briggs commented
Why can't we default a copy of all invoices to ourselves any more. This should be an option. It can't be too hard to add.
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Deborah Bowden commented
Send me a copy of invoice - make this a default option.
In new invoicing, the "send me a copy of invoice" needs to be ticked every time. This needs to be a default setting. Or, as it was in old invoicing - the same as whatever was last selected.
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Peter Wilkes commented
Yes I agree should be able set permanently other wise there is no way to tell if your invoice was sent at all as there is no log or anything as far as I can tell??
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Margaret Zdunek commented
Yes definitely need this feature in the New Invoicing Screen. When emailing the invoices out on the old style invoicing screen, the 'Send me a copy' is automatic, now I have to remember to tick this every time. I need it to keep track of which invoices have been sent out in my outlook and follow them up if needed, without having to log into Xero every time.