Settings and activity
96 results found
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36 votes
Olga O'Keefe
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4 votes
Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
An error occurred while saving the comment An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
May I interpret this? In new accounting, when we copy an invoice, the message appears:
"Contact and Item defaults will not reapply to the new invoice. If you want to reapply defaults, remove and reselect the Contact or Item after the invoice is copied."
This means that we need to reselect the contact if we want to see the correct email address!!!
This undermines the purpose of copying an invoice.
Is it possible to restore a proper "copy to" function as classic invoicing has it?
Olga O'Keefe
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31 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
Clearly, this is a glitch. Unfortunately, it got only 8 votes. I hope more users will vote. But, frankly speaking, is it just 1 vote enough to fix it?
Olga O'Keefe
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272 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Olga O'Keefe
commented
We do prefer the ‘Approve’ button as a default.
I experimented with ‘Approve & Email’. When you click it, it gives you an option to cancel it. The invoice is approved, but not emailed. It is not ideal, as it requires two clicks instead of one. But who knows when Xero can fix this issue? Meanwhile, we can use these two clicks to approve invoices without using the dropdown menu.
Olga O'Keefe
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291 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
I received a reply from your specialist. Please see it below. Could you please comment on it? It does contradict your explanation.
Hi Olga
Thanks for reaching out.
The 'send me a copy' does not stay on with the New Invoicing. This is a feature on the Classic Invoicing.
However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
If you have any feedback on New Invoicing, and have specific functionalities that you would like to see in New Invoicing, then we suggest you raise these in Xero Product ideas.
Our Product team will be actively monitoring these requests before the retirement of classic invoicing, and prioritising the ideas most requested by our customers.
I’ve included a link to the idea where you can view and support it or create a new idea to share your thoughts.
Xero Product Ideas: Sales Invoicing - Automate 'send me a copy' on invoices
Regards
Rita
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly, thank you for advising me to raise a case with Xero for my problem. Anyway, my browser does remember the tick in the "attached PDF" field, but it does not remember the tick in the "Send me a copy". What a strange browser!
I am addressing this issue with your specialist now.
An error occurred while saving the comment Olga O'Keefe
commented
Kelly,
This statement is not true: "Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent"
I just emailed 5 invoices. I ticked the "Send me a copy" box in the first email. Then I had to tick it in each of 4 consecutive emails. It does not remember the selection made in the last email sent.
Olga O'Keefe
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5 votesOlga O'Keefe
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36 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.
Olga O'Keefe
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41 votesOlga O'Keefe
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32 votesOlga O'Keefe
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5 votesOlga O'Keefe
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2 votesOlga O'Keefe
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3 votesOlga O'Keefe
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5 votes
Appreciate the need in being able to add these extra address details in when entering your invoices. Thanks for sharing with us here.
We have work underway that'll enhance the detail that can be added in the contact card when using new invoicing and will be providing more lines to enter your contacts address details. I'll return to let you know once this is released.
Olga O'Keefe
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2 votesOlga O'Keefe
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4 votesOlga O'Keefe
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2 votesOlga O'Keefe
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2 votesOlga O'Keefe
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8 votesOlga O'Keefe
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6 votes
Appreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.
We'll keep you updated of this change here.
Olga O'Keefe
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7 votesOlga O'Keefe
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Hi Kelly, thank you for following up on this one.
I just experimented and discovered why we can't see an email address in the freshly copied invoice when you click on "Email". Because it was not saved!!!
Classic invoicing does not show the Email button in the draft invoice until the invoice is saved. It does make sense.
New invoicing shows the Email option in the dropdown menu BEFORE the invoice is saved. When we push it, no email address in the "To:" line. After the invoice is saved, the "To:" line shows the email address.
My suggestion is it's better to remove the "Email" option from the dropdown menu. It must appear only after the invoice is saved.
I tried the above in the morning with dummy invoices.
Now I had to copy three real invoices and email them. The first invoice did show the email address in the "To:" line when I clicked "Approve & Email" button. But, two other invoices did not show the email addresses. I had to cancel. When you cancel two things happen: the invoice is approved and marked as unsent. Then I emailed the invoices using the dropdown menu option "Email".
It is very frustrating.
1. Why cancelling "Approve & Email" cancels "Email" only?
2. Why the first copied invoice was okay with the email address and two others were not?