Invoice - Save written invoice at (approve and email button)for the next month of repeat customers
at approve & email stage of sending an invoice automatically save the data so the following month I do not have to rewrite information that was on previous invoice e.g. purchase order numbers in body of invoice.
Stuart Bartlett
shared this idea
Hi Stuart, returning to your idea it does sound like there are a few features that could benefit what you're asking here.
You could use Copy to to copy the details of a previous invoice you've raised for a customer. Along with this if this is a regular transaction you make on a regular basis you could look at creating a repeat invoice to automate the generation of these invoices.
If related to the email as mentioned in my last update you could adjust the email templates in your organisation.
If you need any help with these our specialists at Support can interact 1-1 - just raise a case through the Contact Support button on Xero Central.
