Settings and activity
3 results found
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46 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
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Paul Campbell
supported this idea
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126 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.
An error occurred while saving the comment Paul Campbell
commented
We have the same "number" for our Quote, then to Invoice, then to Purchase Order, then to Bill. This keeps things 100% aligned and no one is ever confused about where the dollars are going or correlating "oh invoice 100 is matching quote 79 but it is purchase order 172 and bill 63."
Please implement this asap
Paul Campbell
supported this idea
·
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3 votesPaul Campbell
supported this idea
·
We have the same "number" for our Quote, then to Invoice, then to Purchase Order, then to Bill. This keeps things 100% aligned and no one is ever confused about where the dollars are going or correlating "oh invoice 100 is matching quote 79 but it is purchase order 172 and bill 63."
Please implement this asap