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

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    43 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 Nelmes commented  · 

    We use this function with about 70% of all invoices that are repeating each month. The removal of this feature has added significant time and inconvenience to a system that worked well previously. Please add this feature back.

    David Nelmes supported this idea  ·