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  1. New Invoicing | Copy to - Purchase order

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    15 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰 

    As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.

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    Banjo Vogt commented  · 

    Not only do they need to restore copy to purchase orders but need to add in copy to quote as well.
    We often get a customer wanting a quote for something that almost mirrors a previous completed job, so being able to copy a previous invoice to a new quote is ideal and skips a bunch of uneccessary steps.

    Banjo Vogt supported this idea  ·