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1. Bills - Copy to invoice

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   14 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.

   When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.

   When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.

   So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant expense to a customer from the bill, then add that expense onto their invoice when you’re ready to charge them.

   Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.

   When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.

   When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.

   So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant… more

   Michael Gillman supported this idea  ·  31 January, 2024
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   Michael Gillman commented  ·  31 January, 2024  ·  Edit…  ·  delete…

   In old version of invoicing you could copy the invoice to a bill when you had saved the invoice -now you need to go out of that invoice and check a check box before you can copy it to a bill. Can you add the "copy to bill" withing the invoice screen ? on new invoicing

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