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  1. New invoicing | Copy to same contact - auto apply defaults

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.

    In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.

    We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.

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    Sylvie Watson commented  · 

    When I copy an invoice now I have to choose whether I want the client name or the correct due date which I have set up in the customer details? Utter nonsense and very time consuming - it was great before you changed everything.

    Sylvie Watson supported this idea  ·