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  1. New Invoicing | Copy to - Purchase order

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    69 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰 

    As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.

    John S Narayan supported this idea  · 
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    John S Narayan commented  · 

    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???

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    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.