Settings and activity
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10 votes
Freya Pieroz
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3 votesFreya Pieroz
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224 votesFreya Pieroz
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12 votesFreya Pieroz
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9 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
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@Kelly can you easily print a Receive Money so that the customer has the copy of the tax invoice they're entitled to?
Freya Pieroz
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17 votesFreya Pieroz
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20 votesFreya Pieroz
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62 votesFreya Pieroz
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2 votes
Hi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
Freya Pieroz
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9 votesFreya Pieroz
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10 votesFreya Pieroz
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4 votes
Appreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
Freya Pieroz
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4 votesFreya Pieroz
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155 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.
Freya Pieroz
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5 votesFreya Pieroz
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3 votesFreya Pieroz
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19 votesFreya Pieroz
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8 votesFreya Pieroz
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17 votes
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
Freya Pieroz
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3 votesFreya Pieroz
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@Kelly, in response to your message, a receipt is not the same as a tax invoice. Customers request copies of tax invoices so that they can legally claim the GST on their BAS. A branding theme does not legally create a tax invoice, even if it looks like one.
The Australian Tax Office has a list of the requirements for tax invoices on their website: https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices