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  1. New Invoicing - Remember default settings

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

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…

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    Sandi Braden commented  · 

    and calender under due date instead of the all the other options, always have to pick another date, the calendar now takes two steps to get to the date wanting, before was one step.

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    Sandi Braden commented  · 

    please make the send me a copy in the email invoice a default so don't have to tick each time. thanks

    Sandi Braden supported this idea  ·