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  1. Contact | Invoicing - Ability to set default invoice date for each contact

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Alexi, thanks for bringing this idea to the community. We can see why having the ability to set a default invoice issue date at the contact level could be useful, particularly for businesses that work to specific customer billing cycles or contractual invoicing arrangements.

    The idea is to allow a default invoice date to be saved against an individual contact, so invoices created for that customer automatically use the preferred issue date rather than defaulting to the current date.

    For now, using Repeating Invoices may help in some scenarios where invoices need to be generated on a consistent date each month. However, we appreciate this won't suit every workflow, especially when creating ad hoc invoices.

    We've updated the status of this idea to Gaining Support. If this would help your workflow, please add your vote and share more detail about how you'd use it.


    Alexi R shared this idea  ·