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  1. Invoicing - copy to bill

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    54 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.

    While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.

    Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.

    Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks

    Frank Ta supported this idea  · 
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    Frank Ta commented  · 

    Hi All

    Could you please have the copy to bills after creating an invoice back as it is not seamless when you have to go back into the invoice section and tick the invoice only to select the tabs for copy to bills.