Invoice | Less clicks for printing PDF and sending receipts
The 'new' format has made it exceptionally tedious to accept payments and send receipts. PLEASE streamline it
- Put the send receipt link back on the payment confirmation page
- Allow easy tab/character type to select things
- Open PDFs in browser with the print feature triggered like every other commerce website does. LESS CLICKS!
Old Style.
1) Approve the Invoice
2) Click into payment section. Tab to select account (assuming current balance and date), tab to Reference to enter Check #, and click Add Payment
3) Click 'Send Receipt' link to send an email invoice to customer (with additional upsell messaging)
4) Click 'View Invoice' to print it if it's an in store transaction so they have the item detail.
5) Print the Invoice (we tweaked Chrome to make this process easier since Xero refused to auto open PDFs with the Print trigger like almost every other online property does)
Now let's go through the steps for the NEW Style (in person). OMG
1) Approve the invoice
2) Click 'Add Payment'
I must click to select the account. Old style I could tab and type the first letter to grab the account
3) Click Add Reference to enter Check Number
4) Click Add Payment
5) Now I get redirected to the invoice list and the only option is 'Click to View'. So click to view
6) Click Print PDF
7) Click many times to eventually get the PDF printed instead of opening the PDF in a new browser window and triggering the Print function in browser (STILL)
8) Scroll down to the payment section and click the link to open the payment
9) Click the pull down to select 'Send Receipt'
10) Click send on the receipt popup
It is unbelievably tedious. Customer look at us wondering what in the WORLD we are clicking on over and over and over and over
Mike Baptiste
shared this idea
HI team, appreciate your feedback here however there are a few ideas in the one. There was a recent change that we've made for the first point here where you'll find confirmation and option to send receipt is now shown once you've added a payment to an invoice.
In relation to printing an invoice - from feedback we received the team have updated this flow so now a PDF of the invoice will be directly downloaded when you click Print, rather than having to go to a separate browser tab. If you'd like this to be a direct action to print from the invoice itself you can follow and join this idea.
In relation to keyboard entry and tabbing through invoice fields, you can use Tab to move to the next field over and Enter will open the field so you can enter data. We have a larger idea you can join for any updates on this.