Settings and activity
4 results found
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31 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
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Julia Waghorne
supported this idea
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224 votes
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.
Julia Waghorne
supported this idea
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49 votes
An error occurred while saving the comment Julia Waghorne
commented
Yes this is a need! As sometimes a quote might be partially completed, and only part of it is due for invoicing - but the remainder needs to stay put, ready for the job completion.
Julia Waghorne
supported this idea
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60 votes
An error occurred while saving the comment Julia Waghorne
commented
Yes please. This is needed. Seems some paperless aps do not accept multiple documents if attached as extras. Please make it so you can toggle a "Add Attachments to Invoice to make into one document". Otherwise it means we have to print, then scan back in as one document or pay for a whole other app to do this. Not very paperless or streamlined.
Julia Waghorne
supported this idea
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I came here to request this option comes over to new invoicing. The Copy To under Invoice Options needs to still have the options: Invoice, Purchase Order, Quote and Bill. The exact same information is required to be copied over in one hit instead of typing it all out again, or opening 2 pages on the browser to copy... paste... copy... paste info from a huge lengthy invoice. I desperately need a customer invoice to be able to be copied to a supplier Purchase Order.