Settings and activity
3 results found
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150 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
An error occurred while saving the comment An error occurred while saving the comment 
Julia Waghorne
commented
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.
Julia Waghorne
supported this idea
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63 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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83 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 am not looking forward to having any time without this function. The time I spend on this will double if not more! As it will become manual. Copy paste... copy paste.... copy paste... lines and lines of detail. Triple checking to ensure nothing missed. The double handling will be a nightmare. PLEASE get this going URGENTLY!!!!