Settings and activity
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20 votes
Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.
In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.
We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.
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Jodi Herbein
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1 voteJodi Herbein
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10 votesJodi Herbein
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I invoice repeating clients a few times per month. My process is to pull the past invoice - to be sure they were billed in the prior cycle, and to copy that invoice to a draft invoice so I keep all the formatting and wording in the invoice, and can adjust quantities as needed. When the original invoice is copied to the draft format - the due date does not adjust according to the clients payment terms set up in their contact info I need to pull an approved invoice - re click on the invoice date in order for the due date to set properly. The old invoicing system did not have this issue. This has casued a number of my invoices to go out with the incorrect due date unless I go back in and adjust. Or count on the calendar to manually enter the due date in the new invoice. Please fix this issue.