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  1. New Invoicing - Keep the previous Contact when using Copy

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    43 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Tristan Gabb supported this idea  · 
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    Tristan Gabb commented  · 

    the name simply must be able to copy or there will be a risk of invoices being sent to the incorrect client.
    I will be going back to old invoicing and hopefully enough people complain about it so xero does something about it.