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  1. New Invoicing - Keep Invoice Options to copy invoice and retain all the data

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    2 comments  ·  For small businesses  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?

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    Paul Blamey commented  · 

    Howdy.
    I have a similar problem.
    I have clients that require one invoice for payment each week that itemises delivery details completed daily.
    The "copy and merge invoice" option works well with the old system but the new system does not transfer the data across from multiple invoices, so is useless for me.
    Let me explain my system.

    1. Deliveries or services completed in GeoOp are priced then received into Xero via API to a "Calculations" client each day.
    I approve the invoice and set the payment date to the Friday of the week completed.
    2. At the end of the week I copy the Calculation client invoices (with details) into a different invoice for the actual Client contact using the Sundry Debtors account, for eventual payment and adjust GST as required.
    3. Once that invoice is approved, I send it to the client, copy the invoice number and use that to pay the relevant Calculation invoices from the Sundry Debtors account.
    This works very well for us and solves the customer requirements whilst reporting the correct dates for jobs completed.

    The new Invoicing system does not automatically merge the individual invoices data into the copied invoice and the add items to invoice extra button only works with the last invoice, not the multiple invoices needed, so it renders my system ineffective.

    Can you organise this copy and merge feature for multiple invoices to a different client to be reinstated, or advise of another method please.

    This is a deal breaker for me using Xero, as other systems I have used previously have the option I need and they also have sub accounts to assist with reporting.

    Please advise and thanks for your time.

    Cheers
    Paul
    Nightglo

    Paul Blamey supported this idea  ·