Settings and activity
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52 votes
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Kristen Vanderpool
supported this idea
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401 votes
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…
An error occurred while saving the comment Kristen Vanderpool
commented
Absolutely! I truly dislike that on the invoicing layout I have to constantly remove "project" from the invoicing. WE NEVER use this module. And it's in every single invoice. There is no place to even change the default.
Kristen Vanderpool
supported this idea
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Completely agree with others in this thread. We sell to large companies that may have multiple sales people and contacts for different projects...not the same ones every time. Xero wants to send every reminder to *only* the specific contacts setup in the company. Which means I have to add every person to the contact that might even remotely be related to a single invoice. Even if they had nothing to do with it. All because we can't customize on an invoice to invoice basis.