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  1. Quote - Copy Project through to Invoice created from a Projects quote

    27 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Duncan Harriss commented  · 

    Have it take the item code over from the project so we don't need to re-enter it, and be able to change the item code without it force changing an already populated description, quantity and price. Very annoying you create a draft invoice from a quote or quote from a project quote and then need to readd all the information

  2. Sales Invoice | Expected Dates - Bulk Update

    52 votes

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    22 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.

    Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.

    We'll continue to track the interest for this idea and share if there's any change planned.

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    Duncan Harriss commented  · 

    Really would like to be able to multi select and update expected date in bulk in Invoices Awaiting Payment section

    Duncan Harriss supported this idea  ·