Hi team, apologies we've not rounded back out on this idea sooner. I appreciate all the feedback this idea received.
Where copy to functions aren't working as expected I'd recommend first engaging with our Xero Support team to check in on the behaviour. It can be hard to dig into and depict causes within the community here.
In terms of the default applications when copy an invoice to a new invoice as noted in my last reply this is limited to the Sales defaults that have been saved against inventory items or the contact not the full contact detail selections applied to the previous invoice.
We don't have any plans for changing the behaviour of the emails shown in the send window. This will be driven by the selected contact and the persons on the contact record that you have selected to include in emails.
Appreciate highlighting of the 'To' options you found when sending here, Olga this is helpful for others to know in the different states of the invoice.
In terms of the Approve &email options. The button is for convenience however the actions themselves are separated - As soon as selected the invoice is Approved, then the send modal will show for you to be able to make other changes before sending.
We have a separate idea in the case that an invoice is approved accidentally that some users may like to join and follow here. However being upfront this isn't something we have any short term plans around.
Hi team, apologies we've not rounded back out on this idea sooner. I appreciate all the feedback this idea received.
Where copy to functions aren't working as expected I'd recommend first engaging with our Xero Support team to check in on the behaviour. It can be hard to dig into and depict causes within the community here.
In terms of the default applications when copy an invoice to a new invoice as noted in my last reply this is limited to the Sales defaults that have been saved against inventory items or the contact not the full contact detail selections applied to the previous invoice.
We don't have any plans for changing the behaviour of the emails shown in the send window. This will be driven by the selected contact and the persons on the contact record that you have selected to include in emails.
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
Aspedia Accounts
shared this idea
·
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