add option to repeat fields on a multiple line invoice or bill
Add option to update all lines on invoice fields for VAT code, Nominal code and Trackinng options for invoices or bills with mulitple lines as in the example
Elaine Fry
shared this idea
Thanks for sharing this idea! Saving time on data entry is exactly what we aim for.
I’ve classified this as Existing Functionality because you can already achieve this in Xero using the "New Invoicing" layout.
When you have multiple lines, you can select the items you wish to change and use the bulk edit options to update the Account code, Tax rate, or Tracking categories all at once.
If you are using the "Classic" view, I highly recommend switching to New Invoicing to take advantage of these bulk-action tools! You can also set Default Tax and Account codes at the Contact level so these fields are filled automatically every time you create a bill or invoice for that person.
Check out this article on copying and editing invoices for a step-by-step guide.
