Settings and activity
6 results found
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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.
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When we click on "copy to draft invoice " within a specific client, it does not automatically populate the same "contact name" like before ( all other details are duplicated ) . You manually have to enter the Customer name again.