Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    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  ·