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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
    Alexander Mears commented  · 

    CURRENTLY

    When copying an invoice to a "new invoice", the Issue Date and Due Date change to the current date.

    ISSUE

    Customer's have prescribed Due Dates based on invoice date e.g. +7 days, +14 days.
    This data is not used for the newly created invoice, and there is no way of finding it without opening the customer page, and finding how many days after the issue date the invoice due date should be set. It's a very slow process.

    REQUESTED SOLUTION

    When copying and invoice (or changing the customer on an existing draft invoice), the Due Date should change to reflect the Due Date settings for the customer if they are +X vs Issue Date.

    Alternatively, in the Due Date drop down, there could be an option to select Due Date based on customer settings.

    Alexander Mears supported this idea  ·