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  1. New invoicing | Copy to same contact - auto apply defaults

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    11 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.

    In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.

    We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.

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    Martine Robin commented  · 

    Hi,
    We invoice our customers multiple times for a projects (progress claims). When I copy an invoice, the payment terms I have set up for the customers are no longer being applied under the new invoicing version which is not good - the payment date is the same as the issue date rather than 30 days EOM which are our normal payment terms set up. Could you please fix? Thanks. Regards, Martine

    Martine Robin supported this idea  ·