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  1. Quote - "Copy to draft quote" to copy ALL details

    3 votes

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    1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your feedback on this. We understand why it would be helpful to have complete confidence that all details carry over when copying an invoice to a draft quote. At this stage, we’re going to move this idea to Gaining support so we can continue tracking interest and better understand how many customers this impacts and the specific details they expect to be copied across. While we can’t commit to any changes right now, your feedback is valuable and helps inform how we assess possible improvements in this area 🙂

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    Kathryn Watson commented  · 

    This also applies to the account codes which don't copy across when you copy an existing invoice.

    Kathryn Watson supported this idea  · 

  2. Invoicing | Payments - Remember reference

    17 votes

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    3 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on the recent update of the payment section on an invoice. I've made sure to share this back with our product team and we will keep you updated if there is any further updates planned around the reference behaviour you've described, here.

    Also appreciate that users that are making multiple payments would like to stay within the invoice and we have a separate idea for this here that we'll share any updates through.

    Kathryn Watson supported this idea  ·