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  1. New invoicing has introduced more clicks, taps, steps at almost every level.
    Please remove the added friction as it increases processing time.

    The "new invoicing" messages are full of comments regarding where these pressure points have been added.
    We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.

    217 votes

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    Hi community, we appreciate the efficiency businesses require in being able to create and enter their invoices. Since we first announced there are a few changes we've made to help reduce the steps and clicks involved in some of the actions throughout your invoicing process. This includes;

    • Adding a 'bin' icon to the end of line items so you can now delete a line in one click
    • Directly downloading an invoice when you click Print PDF, so you don't have to navigate to another browser tab
    • Adding the prompt to send receipt to the confirmation note that's shown once you add a payment to an invoice
    • Enabling the ability to see branding of an invoice, when viewing an invoice, rather than having to Edit

    We know there is more that can be done to enhance this space and there's more change on the horizon, like improving keyboard navigation and more…

  2. Please leave the history of an invoice EXACTLY as it was in the classic invoicing.

    The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.

    I really don't understand why so many important features from the classic invoicing has been omitted.

    OR

    let your customers continue using the classic invoicing as they like

    210 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

  3. Please change the new invoicing so when we copy the invoice, the previous contact automatically appears as default

    We should not be choosing the customer each time we copy an invoice

    200 votes

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    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

  4. When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

    132 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

  5. Have less white space on new invoicing as it fills screen. The notes section which is in contacts 4000 chars make visable and editable on the new invoice page so we can see it whilst creating and invoice. We dont then have to keep jumping from one page to the next.

    130 votes

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  6. The ability to add a tracking code from within the 'new invoicing' bills.
    Classic invoicing has this ability and it would be excellent to have it in the new invoicing also.

    138 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

  7. Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

    529 votes

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  8. New invoicing - bring back 'add new line' button and dropdown +5/+10...
    This is an existing feature on classic invoicing, why would you drop it!

    132 votes

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  9. The new invoicing email sends a detailed summary of the invoice as part of the email. We would like the option to opt out for this like the old email template. We like to breakdown our invoicing internally for reporting purposes but the client does not need a breakdown of line items, just a total. We use custom invoicing templates so that we dont show line by line breakdown and the new email overrides this. Please do not switch off the old invoicing module until this is fixed. Downloading an invoice and sending it through my emails is time consuming…

    72 votes

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  10. I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
    Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
    Are we able to turn off the auto save function in new invoicing?

    71 votes

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  11. New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
    It's going to be very frustrating otherwise :)

    81 votes

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  12. Ability to flag individual bills as in dispute

    Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'

    903 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

  13. When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.

    54 votes

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  14. "Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.

    155 votes

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  15. On the new invoicing, when additional columns are selected, a scrollbar is added to the invoice layout and interrupts the smooth capture process. Having to manually scroll from one side to the other to view details is not ideal.

    Consider either auto-adjusting the column widths or allow for the automatic expansion of the invoice layout width when additional columns are selected. This way, users could view all necessary details without the need for manual scrolling.

    53 votes

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  16. On the old invoices/bills I could type "18/2/23" and it would auto fill 18th February 2023. Now I have to scroll back multiple months to get there. It would be good if I could type in the date field boxes again. Specifically on "Add Payment"

    42 votes

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  17. New invoicing is missing the ability to select the default due date that is against the customer. I had to change the invoice date for a customer with set payment terms of 30 days from the invoice date and there were several suggestions listed but the old option to reset to default date was missing.

    37 votes

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  18. Have the option to remove links to invoices on Customer Statements

    107 votes

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    Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

    For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

    Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

  19. The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.

    However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.

    Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…

    32 votes

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  20. Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.

    83 votes

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