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1. Bills - Copy to invoice

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

   Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another. 

   As noted earlier there are a couple of existing options that some may be able to make use of like;

   • Using Billable expenses to mark items of your bills as an on charge to your  customer which can be easily added when the invoice is created for the customer later on, or 
   • Perhaps entering the invoice first, and then copying the invoice to a bill

   We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience. 

   While we're tuned into the idea for being able to copy a bill to an invoice, being open this isn't something we have direct plans for in the near term, but we will share if there's any news or change, here. 

   Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another. 

   As noted earlier there are a couple of existing options that some may be able to make use of like;

   • Using Billable expenses to mark items of your bills as an on charge to your  customer which can be easily added when the invoice is created for the customer later on, or 
   • Perhaps entering the invoice first, and then copying the invoice to a bill

   We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience. 

   … 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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