Skip to content
← Invoices & quotes

Enter your idea

Invoices & quotes: Invoicing

Categories

(thinking…)

New Invoicing | Copy to - Purchase order

When a selecting the new invoicing platform, you lose certain functions.
The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.

165 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Kylie Shaw shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.

Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.

We'll keep you in the know here of any progress or updates for this feature.

Show previous admin responses (4)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Emma Wight-Boycott commented  ·   ·  Report

    This really is critical for my business. Given that there has been no update for a whole year I am now looking at whether Quickbooks can provide this and other aspects for my business.

  • Dusty Accounts commented  ·   ·  Report

    Why why why have you dumbed down this aspect of
    Xero? Do you not care?

  • Helen Schafer commented  ·   ·  Report

    Doesn't look like it will happen for a while. The work around seems to be to copy from an invoice to a quote, and then copy the quote to a Purchase Order....

  • Suzy Shamrock commented  ·   ·  Report

    I hope this function will be updated with the new invoicing otherwise XERO has literally hamstrung my business. :(

  • Ray Chapman commented  ·   ·  Report

    Today we've received the latest XERO email - Subject: 30 days until classic invoicing in Xero is retired... "reminder that we’re retiring classic invoicing on 27 February 2025."

    Any chance of an update that this function, Copy Invoice to Purchase Order, will be part of the NEW version?

    Last response/ update was a year ago - Hannah G (Admin Xero) Jan 31 2024?!

  • Emma Wight-Boycott commented  ·   ·  Report

    Please could we have an update on this? I am starting to look at alternative options to Xero based on this inability to Copy Invoice to Purchase Order, as well as the general clunkiness of the new invoicing.

  • Andy Carter commented  ·   ·  Report

    No idea why this function has been removed from new invoicing, saves so much time and keeps track of orders relating to customers and vise versa, update before the time runs out on old style invoicing please.

  • Paul Pascall commented  ·   ·  Report

    Bloody idiots deleting this function. Si much so I have to move from XERO - total joke. ZERO has ZERO idea how to run a business FSS

  • Kingsley Holdaway commented  ·   ·  Report

    THIS IS CRITICAL FOR MY BUSINESS.

    XERO WILL BE USELESS FOR MY BUSINESS WITHOUT THIS OPTION.

    Please fix and advise before classic invoicing is up - our business is only using the classic right now.

  • Sara Ulrich commented  ·   ·  Report

    Xero this needs to be addressed prior to the retirement of the classic invoicing, the fact that this is leaving so many customers high and dry with a lack of the required features they need to operate day to day is not acceptable.
    Fixing such a large issue such as the PO's would be a small step in the right direction to appease your customers. Rolling out new systems need to be working correctly with fixes in place before go live, at the moment everyone is being told promises that there is something coming when big money for these services is still paid and we dont have an end in sight to the issues being raised with the retirement of this product type.

  • Peter Morrissey commented  ·   ·  Report

    Our business has customers on annual renewals, making a better system for customers and taking away such a key feature I don't understand. If your making an ever smarter process that is awesome, if not we need the ability to copy quotes and invoices to save time for our admin team. Please bring this feature back

  • Kim Cantrell commented  ·   ·  Report

    Exactly what Melanie said
    This simple feature needs to be completed before the retirement of the Classic Invoicing. This is essential to our business and many others I am sure. To be forced into using a new system that does not include all the previous basic functions is ridiculous and needs to be addressed by Xero ASAP.

  • Melanie Cooper commented  ·   ·  Report

    This simple feature needs to be completed before the retirement of the Classic Invoing. This is essential to our business and many others I am sure. To be forced into using a new system that does not include all the previous basic functions is ridiculous and needs to be addressed by Xero ASAP.

  • Ferenc Nagy commented  ·   ·  Report

    Hello Hanna, a view other bits lined up. Yes your message is now in month 10.
    That very frustratiing message is what i received today, u need to react =>

    Hi Ferenc

    Unfortunately we do not have an exact date that we can provide to you right now.

    As mentioned previously, this feature will be coming after the retirement of classic invoicing.

    For more information, please take a look at the releases page linked below.

    Xero Central article: Xero new invoicing releases

    Kind regards

    Muhammad Husain

    Agent profile pic
    Ferenc Nagy
    Today 3:19 PM

    Hello Muhammad, as u can see a lot of companies wont be able to work without this very basic functionality.

    Is assured that your customers are able to work by using the classic version in the meantime until u have done your homework? I mean u cant switch of the classic as long your customer cant work with the update.

    As well i would not only expect the customer service as a informer but a solution provider. So what is a doable workaround for the meantime for instance. You really treat your excisting custumers as such at the current status of the immplemention.

    Please forward this to your manager in line - wake them up.
    Your very own customers showing you a pain which u could very easy avoided uppon.

    Hi Ferenc

    Unfortunately we do not have an exact date that we can provide to you right now.

    As mentioned previously, this feature will be coming after the retirement of classic invoicing.

    For more information, please take a look at the releases page linked below.

    Xero Central article: Xero new invoicing releases

    Kind regards

    Muhammad Husain

    Agent profile pic
    Ferenc Nagy
    Today 3:19 PM
    Hello Muhammad, as u can see a lot of companies wont be able to work without this very basic functionality.

    Is assured that your customers are able to work by using the classic version in the meantime until u have done your homework? I mean u cant switch of the classic as long your customer cant work with the update.

    As well i would not only expect the customer service as a informer but a solution provider. So what is a doable workaround for the meantime for instance. You really treat your excisting custumers as such at the current status of the immplemention.

    Please forward this to your manager in line - wake them up.
    Your very own customers showing you a pain which u could very easy avoided uppon.

  • Debbie Curtis commented  ·   ·  Report

    Copying to a purchase order from the customer's invoice will help remove the potential for the incorrect stock to be ordered and also will get the order done in a more prompt manner.

  • Jessica Fleming commented  ·   ·  Report

    THIS IS CRITICAL FOR MY BUSINESS.

    XERO WILL BE USELESS FOR MY BUSINESS WITHOUT THIS OPTION.

    Please fix and advise before classic invoicing is up - our business is only using the classic right now.

    Another big that is pretty critical for us is the account and tax rate "popping off" when we save a draft quote or invoice and then being replaced by something we never selected and don't need. This is also huge.

  • Preshna Mungur commented  ·   ·  Report

    How come there is no update since?
    In November we will not be able to use that feature again! And still no update from you!
    We need immediate clarification on the status and expected timeline for resolution!

  • Susannah Phipps commented  ·   ·  Report

    Please can we be able to copy an invoice to a PO - this is essential for our business. Users with invoice only (app[rove and pay) permissions cannot do this at all - I gave adviser access and Ic an do this from the list of invoices as a tick box appears. No one can copy any invoice to a PO as we did before. It is essential for our business!

  • Mark Peterson commented  ·   ·  Report

    Please implement this immediately. It is critical for my business. Please put this feature back in urgently! :)

  • Barry Nakhoul commented  ·   ·  Report

    THIS IS CRITICAL FOR MY BUSINESS

    XERO WILL BE USELESS FOR MY BUSINESS WITHOUT THIS OPTION

1 3 5 6