Sales invoicing - Default to "Add Another" after choosing "Add Another"
Sometimes I want to add more than one invoice at the same time, and so I choose the "Approve + Add Another" option in the button dropdown. That's helpful, since it's fewer clicks and fewer page loads. But for the second invoice form, the button stays with "Approve" and I need to click the small dropdown arrow and go into the button menu again and select "Approve + Add Another", and repeat this for every invoice that I add.
I think if someone selects "Approve + Add Another", then the second invoice form should have "Approve + Add Another" as the default choice. This will make adding lots of invoices a little bit easier and faster.
Andrew Allan
shared this idea
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St Bernadettes School
commented
This request/issue was submitted in November 2022 and now that I am using the new format as the classic will be obsolete shortly, I'm a bit surprised that nothing has been done to rectify this.
Yes, the 'new' invoicing format is clunky and I also find not being able to credit an invoice once it is approved, as in the classic format, is very frustrating. -
Corri Wiedemann
commented
Agree totally. and have asked if this is possible in the future.
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Tracey Randall
commented
This is VERY annoying and I keep wanting to revert back to 'classic' because of this. The other is completing the date field 'today' or 'tomorrow' doesn't work when you enter invoices weekly.... the calendar appearing immediately in 'classic' invoices was a better user experience.
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Nadine Lovejoy
commented
I invoice once a week and will have about 40 invoices in a batch. The ability to "add another invoice" that was available on the original Xero Invoice screen has been removed and I now have to go back to either the Dashboard or back to the Invoice screen under Sales Overview. Either way it is clunky and slows down what should be a speedy process.
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John Baxter
commented
Many of us only add invoices once a day or once a week, so we are ALWAYS adding multiple invoices at the same time. If the above recommendation by Andrew is too complex, then may I suggest that the users simply be able to define the default action of the button (leaving the others available in the drop-down of course).