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  1. New Invoicing - Keep the previous Contact when using Copy

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    41 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

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    Lou Prior commented  · 

    This new system is slowing everything down. The classic system worked really well (and was easier to read/understand look at).

    If you actually wanted to change a contact it was easy enough to do but if you're copying something you generally want to copy the lot. New system = more faff.

    I note that I can't now leave unit quantity blank in draft, have to change everything to 0 until I'm ready to put a number in. What's wrong with deleting and leaving blank? Unnecessary change.

    This doesn't feel like progress, it feels like forced change for the sake of it.

    Lou Prior supported this idea  ·