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1 vote
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Hannah Sharpe
shared this idea
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10 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.Â
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
An error occurred while saving the comment -
48 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
An error occurred while saving the comment Hannah Sharpe
commented
I agree - it is ridiculous that a deleted quote remains in the list. I can understand a declined quote remaining to that shows a paper trail with that customer, but a deleted invoice has most likely been deleted due to an error and should be able to be removed competed.
Hannah Sharpe
supported this idea
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I concur with the comments here - it is very frustrating that I have to create a full customer profile for one-off sales to customers who will probably never purchase from us again. I can't use a generic "CASH SALES" customer account as I need to retain company anme and addres information on the invoice and if I change this it changes it across all CASH SALES invoices. A big oversight by Xero as I can imagine tehre are lots of user that have one-off or very infrequent customers.
I have moved across from Sage which was much more user friendly from this point of view enabling me to edit the customer address within the invoice and this would then remain in place regardless of what I changed on the main CASH SALES account.