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1. New Invoicing - Copy invoice to keep existing email

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

   Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

   
   

   Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

   To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

   We understand some users would still like to see these applied and you may like to vote on the idea here if this is the behaviour you'd like.

   Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

   
   

   Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

   To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

   We understand… more

   An error occurred while saving the comment
   Aspedia Accounts commented  ·  29 August, 2024  ·  Edit…  ·  delete…

   Hi Kelly,

   When I go to email the invoice that I have just copied from a previous invoice - the contact is chosen - however the email address doesn't populate for me.
   If it's a new invoice the email address is populated as expected.
   See attached file where I've copied from one contact to show you what is happening for me.
   Thanks
   Lynne

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   Aspedia Accounts shared this idea  ·  06 August, 2024