Settings and activity
4 results found
-
227 votes
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 
Tamara Chapman
supported this idea
·
-
1 voteTamara Chapman
shared this idea
·
-
15 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
Tamara Chapman
supported this idea
·
An error occurred while saving the comment Tamara Chapman
commented
Sage50 used to have an f-key function to copy the details of the line above into a new line on both journals and invoicing. This was a real time saver - please can we get something like that in Xero
-
104 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
An error occurred while saving the comment Tamara Chapman
commented
The notes section on The new invoicing doesn't show you the email address the invoices were sent to (the old invoicing used to and it was very helpful and a time saver) can this functionality be added back in
Tamara Chapman
supported this idea
·
New invoicing - this has slowed me down . Now when you copy an invoice it does not keep the customer information - it keeps everything but this! This is really frustrating, please can you change this back the old invoicing used to carry this forward. also the way you have to now add attachments is a step back and slows everything down too.
I would not be using this is you weren't retiring the old invoicing - I found the old invoicing far quicker and more efficient to use
I wish I was a fan but I am not