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Invoices – the default for a DRAFT invoice should be a single action e.g. “Approve” and not “Approve & Email”.

Critical. Quite often the creator has steps to follow before emailing. It's not up to the manager to send invoices. Its not their core function. Please fix this.

+1 we rarely send invoices from xero. Instead share the link in the email trail

Vote +1 to keep Classic Invoicing

The new Invoicing is slowing down our efficiency, Why can't there be both ?

I'm not sure if this has already been mentioned in this thread, there are so many comments going through at all times! But there is a feedback survey hidden on the new Invoicing page, which I encourage everyone to go into and fill out, too. If you click "Tips and Tricks," there is a link underneath it titled "We'd Love to Hear From You!" It is a one-question feedback survey asking how satisfied you are with the new Invoicing, and it provides a paragraph box where you can type why you are happy or unhappy.

Kelly Munro - Please listen to the comments here... again I'm not sure about who was included in your "testing", but it is crazy to "approve and email" in one step. As many have said here, most businesses have split responsibilities in the Accounting Department, so that one person will create and approve the invoice, a Manager will then approve and email the invoice on out. It's that whole division of responsibilities concept for security purposes.

I need the "approve" only button. as one the Invoices have been approved only. The amounts are then re-checked with out having to open every one of them and all invoices are selected then emailed out as a bulk as we have multiple Invoices for the one customer which relates to each job.

@Kelly Munro - how can I "Approve and Email" an invoice with your new system when the primary contact in the invoice is "Fred", but when I preview or print or approve and send, the invoice is addressed to "Claire"??

I can send you the screenshots privately of our customer with this example.

It is so unprofessional to send an invoice to someone with the wrong details? Also, in 30 years of business, id say that 90% of the time Staff Member A - ill call him or her the "Bookkepper or Accounts Manager" prepares all the invoices. However, Staff Member B - ill call him or her the "General Manager / Director" actually sends the invoices after their personal review. You cannot have your business "accidentally" sending invoices out to customers because your younger, less experienced staff don't know better or because your super experience bookkeeper / account manager hasn't been privy to a discussion that the Director has had about the invoice being sent?

Put a poll out to your customers, and lets see if the "majority" do indeed want an approve and email as the defauly?

I think the only people who could want this would be small business users / owner operators. Which could be 1-2% of your actually users?

This is madness? Run the Poll / Survey see what happens?

Thanks Craig

It is very common for invoices to be approved by one person in a business, but emailed out by a different person (for checking correct email address and using different email template options for example). So now we have to click more times to find the "approve" button. Please introduce ability to change the default button - this would give us choice and suit everyone's needs.

This is such flaw - why is Xero so adamant in slowing down the efficiency of the system?

I'm glad to see form the volume of comments here that I'm not the only one who this "Approve & Email" button causes serious issues. I can't send my clients invoices without project specific details going in to the body of the email. If I accidentally press this button it's going to cause all sorts of problems. I get that it might make things easier for some users, although I dispute that it is a significant majority, but surely it is trivial to add an option somewhere to change the default behaviour? That way, if it works for you then you can keep it, but if not you can disable it.

who are all these people?

This is a ridiculous step and needs to be able to default to approve only.
Otherwise how do you fix mistakes without sending multiple invoices - and what if the company you're sending to uses invoice automation so only register the first invoice and pay it.
Then you're screwed.

Definitely do not agree with this, none of those I know that use Xero would want to approve and email in one click.....

Surely you can make it so we can choose what we want to be a default being that you are setting a new system for invoicing!!!!!....

The research done for new invoicing layout has not been in line with your USERS so not sure how Xero is coming up with the testing being used to make changes that the majority of us do not want and that it is critical for this function to not be changed the way it has.

For our business, the default should not be approve & email. This causes a lot of issues. We email our invoices in batches 1-2x per week, and not the second we approve them. It also seems a bit nervy to send a customer an invoice the minute they place the order (which is when we input the orders - as they come in) Please switch it back to the old way. There's way too much room for error with the new invoice default being set to "approve & email" and then having to use the drop down. Thank you.

Hi, I have been looking through the help information and finally found this.

The worry with Approve & Email, as the default, is that it could accidentally get emailed before being checked. And I like to email all the invoices at once, when they've been checked.
So Approved is the better default option.

Also the arrow to select just Approved is close to the Approved & email option so again might accidentally hit the email option.

Approved was the default option in the Classic invoicing.

Please change this to Approved only or make it an option to change.

We have 200+ invoices per month that need to be Approved and DEFINITELY not invoiced (they're already uploaded to the NDIS through another process, and it wreaks havocs when clients receive invoices they're not expecting). A default to approve only and only email if consciously selected is definitely the way to go. Another friend's business also don't like sending individual emails to a client who receives 10 invoices per month - instead, they download all the PDFs and attach them to a manually created email and send them through. Then, when the client pays one invoice but says "Oh I didn't receive that other invoice" they know it's not the case.
The key here is to give businesses control over our processes rather than forcing us to conform to your preferences. You don't know our business, you don't know what we want, and you absolutely should not be defaulting to an email option when so many business still don't want to/need to email out an invoice from Xero.

@Kelly

The feedback clearly shows people use it differently.

The system should remember the option that the user used last and default to that selection, thus customising the user experience.

I strongly suspect that this notion has much wider application.

The default should be approve. Not sure who your testers are but a lot of the time I just want them approved for reconciliation purposes,I don't want to send them.

Kelly - this is absured - you assume - wrongly that the majority of clinet want to auto email theor invoices. Yet again - blind arrogmace and poor assessment of clinets operational reality!

XERO don't seem to understand that their software is used by businesses other than sole traders. There are many issues that relate to this on the system. They should be developing a "Professional" version to serve us better.