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  1. 330 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

  2. 449 votes

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    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

  3. 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

    748 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

  4. The periodical message that highlights "duplicate bills" and invariably just list recurring monthly bills from suppliers is incredibly annoying and simply wastes time.

    There should be an option to disable it. If users genuinely find it useful they could then of course utilise it, but for those of us who don't the ability to switch off would be beneficial.

    38 votes

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  5. 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?

    436 votes

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    Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

    With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

    However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

    If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can…

  6. 497 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…

  7. New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

    In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

    Please revert to the old system where printing or downloading took the same number of clicks

    or

    • Change the current Print PDF button to read "Download PDF"
    • Add a new "Print PDF" Button that actually prints the invoice.
    302 votes

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  8. 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 :)

    407 votes

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    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…

  9. When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.

    The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.

    Proposed Solution:

    1. Combine existing invoices in Xero with predictions for future invoices.
    2. Automatically remove these predictions when an actual invoice is entered into the system.
    23 votes

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  10. 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.

    342 votes

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    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

  11. Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.

    New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.

    Classic invoicing did not have this…

    22 votes

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  12. New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.

    Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date

    18 votes

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    Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.

  13. Please move the SAVE for the New invoicing to the bottom as per old invoicing. When you have an invoice with 30-50 items and then have to scroll back up to save it adds to the pressure of getting things done.

    Or Better still

    Leave the old there until you've got it together and your Paid subscribers are happy.
    We are seriously looking at moving away from XERO due to all the changes you impose on us without proper UAT. More often than not it creates more work for us and causes more stress we just dont need in an…

    227 votes

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    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

  14. Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.

    60 votes

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  15. Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.

    183 votes

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  16. Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The reason is now, when we send to MyInvoice, every thing has become "viewed" instead. So now I don't know whether my customer did view or not.

    I also suggest the MyInvoice under the Sent column, once the e-invoice validated, can it changed to "validated" instead of "viewed"? Like that we do not need to open another tab at the History and Notes to look up for it.

    8 votes

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  17. I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.

    8 votes

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  18. New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.

    Current wait time is 15-20 seconds per page load.

    Ive cleared cache and cookies to no avail

    I have uploaded some shorts on you tube for you to see the problem.

    https://www.youtube.com/shorts/M-iKYg1Rikg

    https://www.youtube.com/shorts/yxiFl34sIsc

    38 votes

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    Appreciate the short videos and can see what you're saying, Chris - Have you raised a case with our Xero Support team about the slowness in loading?

    Actual slowness in the page loading are issues that we'd like to dig into deeper as they aren't occurring for all users so it'd be good to be able to investigate one on one with our Xero Support team who can escalate if needed. Thanks

  19. Please remove the invoice amount from the "New Invoicing"

    This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.

    35 votes

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  20. This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.

    68 votes

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    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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