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6 results found

  1. New Invoicing - Date picker without using "Pick another date"

    10 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Steph Parkes supported this idea  · 

  2. Sales Invoicing - Automate 'send me a copy' on invoices

    75 votes

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    submitted  ·  39 comments  ·  For small businesses » Business features  ·  Admin →
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    Steph Parkes supported this idea  · 

  3. Sales Invoice - Include files attached to an invoice when sending

    261 votes

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    submitted  ·  37 comments  ·  For small businesses » Business features  ·  Admin →
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    Steph Parkes supported this idea  · 

  4. New Invoicing - Remember default settings

    92 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Steph Parkes supported this idea  · 

  5. New Invoicing - Hide detailed summary on email

    78 votes

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    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
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    Steph Parkes supported this idea  · 

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

    227 votes

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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.

    An error occurred while saving the comment
    Steph Parkes commented  · 

    Totally agree that when we copy an invoice, the previous contact should appear. Otherwise mistakes can be made an invoice could be sent to the wrong contact.

    Steph Parkes supported this idea  ·