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  1. New invoicing - copy to bill

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    38 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jason Mainwaring commented  · 

    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.

    Jason Mainwaring supported this idea  · 
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    Jason Mainwaring commented  · 

    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.