Invoicing - Ability to copy & paste from invoice preview
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head in.
Hi Mark, thanks for all the detail you've shared with our Xero Support team surrounding the invoice preview and drag & drop within invoices.
I see you've already voted for the idea around drag & drop within invoicing and if there are any updates for this we'll share with you there.
I'll also re-open your idea here so we can get a better sense of the wider interest in being able to copy & paste contents from the invoice preview. We'll make sure to let you know here if there's any progress.
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Mark Teven
commented
Drag and drop may have been enabled between lines but what about from invoice description box to reference box. This used to be able to be done on older invoicing platform. This needs to be enable again also.
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David Browne
commented
Just asked Xero why the preview invoice button no longer works on the account and what can be done to get it back. No assitance recieved whatsoever. Not sure how Xero can expect a small business to operate successfully and professionally without the tools promised. In a word - Disappointing. Interested to know alternatives for accounting packages that actually deliever for small business.