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Invoicing - copy to bill

Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.

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Lesley Hams shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.

While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.

Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.

Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks

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  • Natalie Raso commented  ·   ·  Report

    Hi there

    This is incredibly critical to me and makes it very difficult for me to operate without this function.

    Each invoice i receive needs to be copied to a bill.

    Can you please confirm this will be available when we have no choice but to move to the new system?

    Thanks

  • Sarah McLeod commented  ·   ·  Report

    Hi. Do we have an update on when this will be implemented. It is functionality that is critical to my business workflow. Thanks

  • Ryan Reginelli commented  ·   ·  Report

    I was just informed that this basic function will not be included in new invoicing before the Classic Invoicing is sunset.

  • mike Butters commented  ·   ·  Report

    @Xero @Kelly Munro .... when are we going to be able to copy to bill on the new invoicing without doing the long winded 'fix' via the 'copy to from list'? Need to know ASAP before I start moving to a new platform.

  • Nick Unwin commented  ·   ·  Report

    yet to make it 24hrs using "new invoicing" due to the lack of this feature.

  • Cerah Sie commented  ·   ·  Report

    Hope we can get this issue solve asap , because in 70 days the classic invoicing will be retired. it takes a lot of time to copy from the list of invoice as need to be done one by one and lots of error because of this. Thanks!

  • Nick Unwin commented  ·   ·  Report

    FIX THIS - @Xero @Kelly Munro, this new invoicing is NOT new if it's missing basic features.

    Realising now how frustrating it is because every 24hrs I have to flick back to classic to complete a simple task.

    Once you force us to use your worse version, we're all going to become even more frustrated with Xero. Already am frustrated with cost vs how little you listen to exisiting users. Focusing all your energy on attracting new clients via marketing campaigns with huge start up discounts.

  • Sarah Land commented  ·   ·  Report

    This needs to be done asap - it's obviously that a lot of the changes in the new invoicing layout have been designed by software designers who have never worked in the real accounting world!!

  • Joanne Howard commented  ·   ·  Report

    Really need this ability to be possible ASAP. The time about to be spent on copying the invoice to the bill, the long way, is going to be a nightmare and challenging! Please assist ASAP - thank you

  • Finance Team commented  ·   ·  Report

    I cannot see why the copy to function has been moved to the 'invoices list view', this will only take more time and reduce the fluidity in Xero. This, along with other changes in the new Xero seem to add difficulty and extra steps, which should not be the direction of travel. Please reconsider before winding down classic invoicing.

  • Anna Rowson-Smith commented  ·   ·  Report

    I feel if we loose the copy to bill option in the new invoicing would be a massive change for my team and my business - this will increase work load as well as the room for error in our process
    please can you put this option back on to the New version
    thanks

  • Shelley Barrett commented  ·   ·  Report

    To lose the ability to copy an invoice to a bill just creates more manual work and I'll be looking for different software if I have to do that

  • Nick Unwin commented  ·   ·  Report

    Required before classic is closed.

    Cant use the "new" until this is fixed.

  • mike Butters commented  ·   ·  Report

    @kellymunro This is a massive step backward ! For every invoice I have a corresponding bill to enter with matching information. Not having this will massivly increase workflow! Only having to enter the information once and then copying across to a bill is essential. If not I will be changing software for four of my companies.

  • Mark Mathews commented  ·   ·  Report

    Hello Kelly, We will be cancelling our membership, as this is a major point for us, and many.

    COnsidering your raising the costs of the service and providing less...

  • Alex Lusher commented  ·   ·  Report

    I strongly recommend this feature. I won't use the new invoicing without it.

  • Jessie Laven commented  ·   ·  Report

    This is a must have. I do fund accounting so for every transfer (invoice) there is a corresponding bill to enter with matching info. It really helps the workflow. Only having to enter the information once and then copying across to a bill is essential.

  • Lesley Hams commented  ·   ·  Report

    Don't think I articulated my original point very well, judging by the comments. I'm looking for a reverse 'billable expenses' situation, where each line of an invoice could be assigned to a different bill/contact; not a wholesale 'copy to bill' function - although I appreciate that this is widely used and needs to remain as a priority for many people.

  • Chanel Urbano commented  ·   ·  Report

    I utilise this feature for the same type of payments. Distributing Royalties and revenue to artists as well as distributing commissions to other parties.

    This feature is not only convenient as I am able to copy the invoice and data into multiple bills as required but also tracks the movement of the payments as I am able to see the sales invoice was copied to a bill and the bill was paid out in the history section.

    It also enables us to see which sales invoice a payment is linked to when looking at past payments.

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