Settings and activity
3 results found
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11 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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Carolyn Taylor
shared this idea
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44 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
An error occurred while saving the comment Carolyn Taylor
commented
If this issue was first flagged over a year and a half ago, and it still hasn't changed, I'm getting really fed up with Xero!
Carolyn Taylor
supported this idea
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105 votes
Hi community, we appreciate the comments about your needs in this idea.
We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.
With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.
We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.
There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…
Carolyn Taylor
supported this idea
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This has been rectified in the sales invoice for "Cash Sales" as a client. If you can please make the same change(s) to all areas for "Cash Sales" not just for sales invoices, so that quotes/remittances are included and that contact details are not saved for these as well, that would be great! Thank you.