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  1. New invoicing - copy to bill

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

    Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing. 

    For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view. 

    You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here. 

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    Chanel Urbano commented  · 

    I utilise this feature for the same type of payments. Distributing Royalties and revenue to artists as well as distributing commissions to other parties.

    This feature is not only convenient as I am able to copy the invoice and data into multiple bills as required but also tracks the movement of the payments as I am able to see the sales invoice was copied to a bill and the bill was paid out in the history section.

    It also enables us to see which sales invoice a payment is linked to when looking at past payments.

    Chanel Urbano supported this idea  ·