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

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    11 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.

    An error occurred while saving the comment
    Kelly Hendrick commented  · 

    When you copy to draft, it pre-fills with today's date but the due date is also pre-filled as today's date instead of using the rule set in the customers settings.

    Kelly Hendrick supported this idea  ·