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

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    41 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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    David Morrison commented  · 

    I can't understand why this feature is being removed, most of the time we're copying an invoice it is to keep the same contact and change the rest of the invoice details. It seems like a real step backwards to not copy the contact.

    David Morrison supported this idea  ·