Settings and activity
2 results found
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24 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Pierre Lombard
supported this idea
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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.
An error occurred while saving the comment Pierre Lombard
commented
Seem strange that you can copy an invoice to a bill, but not a bill to an invoice? It does not seem like such a difficult feature to add? Might not be relevant to all users, but to some users it would be such an easy and time saving feature???
Pierre Lombard
supported this idea
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you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
Seem strange that you can select the invoice in the Draft or Awaiting Approval/Payment list and then copy it to a Bill, but not once paid or more logical, when you have opened the invoice as an option in the drop down list where you can copy it to a new invoice (but not a bill). It does not seem like such a difficult feature to add. Might not be relevant to all users, but to some users it would be such an easy and time saving feature???