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Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
John S Narayan
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment John S Narayan
commented
If this could be resolved ASAP, please;
'Copy to Purchase Order' in the classic Invoice set-up is VERY important to how we use Xero, as this maintains the full flow of our ordering from customer to supplier, ensuring no details are lost. We will be glad to switch to the New Invoice system if this feature is in the new invoice urgently. Hope this could be quickly added because from the, "Quote" you can copy to PO, I checked as a test (which is attached), when this should be from the Invoice. THE PROCESS IS DO A QUOTE, ONCE ACCEPTED CONVERT TO AN INVOICE AND THEN COPY TO THE PURCHASE ORDER - WHICH IS HOW WE WERE USING XERO for the last 8 years IN A STREAMLINED PROCESS.
Re: "New Invoice" - copy to purchase order function not available BUT in prior version was there? But I found its sitting in QUOTE????
I do not understand when that feature is sitting in Quote - "Copy to PO", when it should be in the INVOICE. Who does a Quote and sends the PO from it? The only time you do a PO is when the customer is ready to purchase, you proceed to do the INVOICE, and then you do COPY TO PO, for your supplier to deliver. Come on, team XERO, put your thinking hat on, to know how a business is run daily. Get this done urgently, so we can start using the New Invoice, it cannot be that hard as this function is already sitting in QUOTE, the wrong place???