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  1. New Invoicing - Reduce number of steps and clicks

    857 votes

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    358 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

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    Antonia Barbic commented  · 

    I was pleasantly surprised today when I went to create a new draft invoice and
    a 'keep the previous Contact when using Copy' was now an option. Unfortunately dismay followed rather quickly when Xero advised that 'Contact and Item defaults will not reapply to the new invoice. If you want to reapply defaults, remove and reselect the Contact or Item after the invoice is copied.' So in short my whole point of copying and keeping a contact is to also keep all the default settings/preferences for that contact. I don't quite understand the logic behind the change.

    Antonia Barbic supported this idea  ·