Invoices - Option to convert to bill
It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.
Alfie Ansell
shared this idea
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Martin Luck
commented
In the old Xero format, if I copied a bill to an invoice, the Contact field was left empty, so I could enter the client details. Now, for some reason, the contact field is automatically filled with the details of the biller. I have invoiced my biller on occasion as I omitted to delete the biller info in the invoice contact field, and deleting this field first is just another added step that never had to be taken in the old version. Can we revert to the old bill copy to invoice with blank contact field?
Also, the facility to copy an invoice to a bill has ceased - this was a really useful way to track the flow of bills and invoices to see easily what had been billed and invoiced. -
Lyne Essiembre
commented
Oh yes, good idea!
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Ryan Rossiter
commented
This is a great idea in theory but Xero would have to develop something in the software whereby it switches the underlying invoice/bill to be within the sales ledger/purchase ledger respectively.
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Jade Addison
commented
Fantastic idea!
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James Pimblett
commented
Nice!!!!!!!
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Ellie Kirwin
commented
This is a very good idea Katie!