Settings and activity
13 results found
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62 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment An error occurred while saving the comment 
Nick Unwin
commented
this is driving me bonkers. I despise xero for ignoring their customers, REMOVING great features while also spending trucks loads on advertising to attract new customers.
Do a good job and we'll do all the referrals for free.
Invoice > Copy to bill FIX IT NOW PLEASE!!!!
An error occurred while saving the comment Nick Unwin
commented
+1
@Nebo Rural Accounts - Update on this function? ASAP please
An error occurred while saving the comment Nick Unwin
commented
yet to make it 24hrs using "new invoicing" due to the lack of this feature.
An error occurred while saving the comment Nick Unwin
commented
FIX THIS - @Xero @Kelly Munro, this new invoicing is NOT new if it's missing basic features.
Realising now how frustrating it is because every 24hrs I have to flick back to classic to complete a simple task.
Once you force us to use your worse version, we're all going to become even more frustrated with Xero. Already am frustrated with cost vs how little you listen to exisiting users. Focusing all your energy on attracting new clients via marketing campaigns with huge start up discounts.
An error occurred while saving the comment Nick Unwin
commented
Required before classic is closed.
Cant use the "new" until this is fixed.
Nick Unwin
supported this idea
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An error occurred while saving the comment Nick Unwin
commented
Yes, agreed @Lauren Harvey - it needs to be implemented to the 'New Invoicing' before the compulsory switch.
We still have to use the old because of this feature.
An error occurred while saving the comment Nick Unwin
commented
what!!?? Why would this not be a feature in the new invoicing. We use this for every invoice required COGS... so like EVERY invoice.
We've had to switch back to classic as new is unusable until this existing feature is implemented to the new invoicing.
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666 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Nick Unwin
commented
Create the invoices, then use "get link" or download the PDF and schedule the send in an email. This way it will save the correspondence in a paper trail too.
Nick Unwin
supported this idea
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165 votes
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.
An error occurred while saving the comment Nick Unwin
commented
This request was started in Feb 2023.... 759 days ago. So don't hold your breath. Could be years or more away.
Act accordingly.
Nick Unwin
supported this idea
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An error occurred while saving the comment Nick Unwin
commented
We’re voting on exisiting features which Xero has removed. It’s ridiculous.
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780 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Nick Unwin
commented
you should not have retired what should be coined "better invoicing" until this works.
If you copy an invoice to a new one the history says "created INVXXXX" with no mention of the prior invoice.
Better invoicing it noted the prior invoice AND it was a clickable link.
#VERY-frustrated-paying-customer
Nick Unwin
supported this idea
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An error occurred while saving the comment Nick Unwin
commented
New invoicing needs to show "Copied from Quote QUXXXX" or "Copied from INVXXX" with the link to follow the paper trail.
I cant use the New Invoicing until this + copy to bill is READY.
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476 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Nick Unwin
commented
+1 keep classic invoicing
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34 votes
An error occurred while saving the comment Nick Unwin
commented
We COULD very easily send a quote link > customer accepts online AND can pay at the same time. Xero auto raises the invoice and emails us saying XYZ has accepted, and paid - SUCH A TIME SAVER.
Rather than us getting an email saying the quote has been accepted, with no reference to WHO accepted it, no link to the quote, doesn't let customer pay, requires us to go in and manually convert to an invoice and then send them another link and hope they pay in a reasonable timeframe.
Adds days. Clunky as.
Nick Unwin
supported this idea
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422 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
…
An error occurred while saving the comment Nick Unwin
commented
+1 we rarely send invoices from xero. Instead share the link in the email trail
Vote +1 to keep Classic Invoicing
Nick Unwin
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
538 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Nick Unwin
supported this idea
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14 votes
An error occurred while saving the comment Nick Unwin
commented
This would be great... currently no idea who accepted the quote. Could be one of our internal team for all we know.
Nick Unwin
supported this idea
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51 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
An error occurred while saving the comment Nick Unwin
commented
only way is to send the quote link in your own email.
Easily getting the quote link is another story though! Nightmare to email yourself and copy paste into another email to the client.
An error occurred while saving the comment Nick Unwin
commented
It'd be easier if quotes just had a "Share" button like invoices do so you can copy into an email.
Nick Unwin
supported this idea
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26 votes
An error occurred while saving the comment Nick Unwin
commented
yes!! a line total PRE discount code.
or allow us to discount the invoice total
Nick Unwin
supported this idea
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394 votesNick Unwin
supported this idea
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37 votes
An error occurred while saving the comment Nick Unwin
commented
TWO customers have asked for exactly this "how to I pay for this quote"
@Haydeb, what was you old accounting software? Lack of this feature holds up business cash flow to much
An error occurred while saving the comment Nick Unwin
commented
YES! and add ability to 'Approve & Pay'
Nick Unwin
supported this idea
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Bump
BELOW - Agreed @Jim Morris. This is the link to create a support ticket - https://central.xero.com/s/raise-support-case