Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoicing - copy to bill

    66 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    54 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.

    While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.

    Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.

    Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks

    An error occurred while saving the comment
    peter taylor commented  · 

    in fact just revert everything back to how it was before all these needless alterations, my staff have to come to me now with issues of part order deliverys from suppliers , the billing system is now to complicated

    An error occurred while saving the comment
    peter taylor commented  · 

    please revert back to the old way of copy to bill
    the new version is awful

    peter taylor supported this idea  ·