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Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.
While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.
Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.
Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks
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Jason Mainwaring
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An error occurred while saving the comment Jason Mainwaring
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This function is necessary for us to assist with tracking COG for services we on-bill to customers.
For example, an Internet Service. We would typically setup a recurring invoice for a customer and when we receive the corresponding invoice from the ISP, our team will typically "Copy to Bill" from the customer invoice so we have a linked bill tagged to the customer invoice with the cost of the services delivered accounted for?
In regards to the proposed work-around, when our team go to Invoices we do not see checkboxes like in the screenshot under the "All" tab, we've been advised by support the checkboxes are only available under Drafts or Awaiting Payment tabs etc. it's not ideal.
It's quite frustrating that Xero are forcing drastic changes like this with incomplete functionality built into the new tools.
Hi Team,
I can see the Classic Invoicing has just been communicated as extended until November along with a link to show New Invoicing feature status:
https://central.xero.com/s/article/Xero-new-invoicing-releases
Under the "Features coming after retiring classic invoicing" it lists the "Copy to"
Can we get an update on expected timelines for this feature, is it going to be before the extended cut-off of Classic Invoicing, if not, when is this feature expected to be implemented in the New Invoicing? That article doesn't provide any indicative timeframes that I can see i.e. Q1 2025 etc.