Settings and activity
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26 votes
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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Catherine Trainor
supported this idea
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Ongoing issue with "new invoicing" since we changed over in July 2024:
When we copy an invoice to create a new invoice, there is still the issue of Xero automatically calculating to our company's 14 days payment terms from invoice date, not the client's eg: 30 days from invoice date (which is already set up in Xero against the client). We have a large number of clients with a variety of different payment terms (which are entered in against the individual contact in Xero).
All Xero has done is add a warning box to say "defaults" won't automatically be copied across & the only way to fix it is to remove the client completely & then add them back in again.
This is just making the invoicing process take longer which is extremely frustrating & very time consuming having to re-calculate each one (due to the high number of daily invoices).
This was never an issue with Classic invoicing. It would automatically update the due date based on the individual client's payment terms. Classic invoicing would also re-calculate the due date when the invoice date changed when draft invoices were ready to be sent.