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  1. New Invoicing - Keep the previous Contact when using Copy

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    43 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

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    Joe Parnis commented  · 

    This feature is so important and is one of the reasons we moved to Xero.
    It takes away the risk of making a mistake and sending it to the wrong client

    Joe Parnis supported this idea  ·