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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.
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Jessie Laven
supported this idea
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23 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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An error occurred while saving the comment Jessie Laven
commented
This would be super helpful. I use the Invoice to Bill option daily, but sometimes forget and enter items as a bill first (then need to enter it all over again as an invoice). It would save time and make sense to be able to copy bill to invoice.
Jessie Laven
supported this idea
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This is a must have. I do fund accounting so for every transfer (invoice) there is a corresponding bill to enter with matching info. It really helps the workflow. Only having to enter the information once and then copying across to a bill is essential.