Settings and activity
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1 vote
Carla Fallows
shared this idea
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
An error occurred while saving the comment Carla Fallows
supported this idea
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4 votes
An error occurred while saving the comment Carla Fallows
commented
This is so important - the old invoicing UI used to update the repeating invoice contact automatically and now it makes you copy and paste it manually (if you have 10 repeating invoices to the same customer this is massively time cosuming) - PLEASE change it back to the old way
Carla Fallows
supported this idea
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Most of my Contacts have a Due Date default setup but when I copy and invoice the due date always reverts to the same date as the invoice date - there used to be a "Revert to default due date", or similar, button which would be really handy instead of the numerous clicks I now have to do. Alternatively - how about it just defaults to a contacts due date - that is what we want 99% of the time anyway?