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Why does the old % default only work in Classic invoicing?
We have %s loaded by client but these are not transferring to the invoices, which means discounts can only be added line by line. Really tedious.

Hi; as per the multitude of comments related to this issue, can you please give it priority. Given the classic invoicing system had the ability and flexibility to manage this, it seems incredulous that the new "improved" system does not.
We look forward to an update regarding this fix.
Kind regards.

Hi,

This is absolutely unacceptable. The new invoicing interface has introduced a disastrous change to how discounts are handled. We are now forced to manually add a "%" sign for percentage discounts, which is creating chaos in our operations.

This is not just an inconvenience—it’s a severe issue that could lead to significant financial losses. For instance, if we intend to apply a 10% discount on a $50 item but forget to include the "%" sign, the system incorrectly applies a $10 discount instead of the correct $5. This is inexcusable and could end up costing us a lot of money.

The old classic invoicing system managed this correctly without any issues, so there’s no reason this new system can’t do the same. We need an immediate resolution to ensure that the discount field defaults to percentage mode and eliminates the need for the "%" symbol.

This problem is urgent and requires immediate action. If there’s already a way to fix this, send us detailed instructions right now. Otherwise, we demand a prompt update to rectify this glaring flaw and prevent further financial damage.

This needs to be addressed immediately.

New Invoicing Discounts

Apply percent discount by default on New invoicing.

We need the default discount to be a Percent not Dollar value. this is causing huge issues when I have to review every invoice. I am now having to get them all set to Submit for approval to ensure the correct value has been applied.
This is not the best use of my time when staff have been quite capable of applying the discount in the past.
It seems XERO have thrown everything out and started again with invoicing which has caused a heap of discontent with customers not to mention added work having to double check everything
I've been doing IT for over 40 years and same old same old. Developers think they know best how to run my business.

Kelly Munro (community Manager, Xero), Whether XERO is busy or not at the moment is irrelevant. This was bought to Xero's attention November 2022 (almost 2 years ago) when the change first happened. Everyone has been asking for it to go back the way it was. However, Xero appears to be uninterested in what its customers have to say.

Is xero also aware that when you copy to a purchase order from the invoice it carries through a discount which does not appear until you approve the Purchase Order? This has also caused us quite a few problems with our suppliers as they receive a PO that does not show the discount but the discount is applied so the total is calculated incorrectly so it is all very confusing.

We try really hard to remember to delete the discount on the PO but it is yet another step and frustrating. Would like to hear your thoughts - happy to walk you through it if you dont understand. New Invoicing we cannot copy from the invoice to a PO so not sure if the problem will persist with new invoicing.

It is very important to have the discount percentage as the default. It is a real pain to have to add the % symbol as I forgotten numerous times using the new clunky quote system. For as long as I have been in sales, prices are always shown as either a nett price or list price less a discount percentage.

Kelly thanks for your reply, however the reply either has been given to you by a spin doctor or someone who doesn't know anything about programming. Xero has already coded a default. The default is in $, the default can easily be changed to % if Xero were interested in customer feedback.
So Kelly I'd prefer your answer was truthful, that Xero understands what its customers ask for but will happily ignore us anyway.

I don't think you did ask your customer community. I do not know of any business that uses $ and not % and all the comments are to put it back in place. I don't think there ever been a Please default the discount to a dollar value.
Come on Xero stop being so patronising. We know what we have and we know what works. Start listening.

One would think 2 years after I raised this and the number of comments that have been lodged that XERO would have sorted this ...

What is even more disappointing is the fact that Xero changed this from % to $ and then failed to acknowledge that they should have added the $ discount as an option instead of forcing it as the default.

I can't help but wonder if they even bothered to check the data and see how many customers/invoices were receiving a discount in % vs $ before making the change.

For the time being I am stuck with Xero, but I will be looking for alternatives as from now.

Xero, this is so disappointing (again!).

I'm curious, when the requests from the community regarding a discount amount were reviewed, did anyone think to canvas the community about the impacts of removing the % function? Or maybe consider having it as a configurable option? I mean, presumably, surely, you did also consider the fact that there were people happily using the discount % function as it stood, right?

Perhaps the dev team would be less stretched if they weren't so busy removing perfectly sensible functions, and then scrambling to put them back again after the ensuing uproar when people realised what had happened.....

I've invoiced customers more than once for $10 instead of 10%, extremely frustrating having to go back and change it. Surely you can build something into your account settings to give companies the choice of discount method. It's a fairly easy development task.

As a xero partner this is extremely disappointing, and actually puts me in a position of looking at alternatives to Xero. My first client has requested we transfer them to alternative software as a result of this news due to the number of mistakes made/revenue lost after users omitted/forgot to type the percentage sign in error while started to use the new invoicing.

OMG, this request was nearly two years ago and still not implemented .... Xero, what on earth are you thinking??

Totally agree with this, it is infuriating and we lead to many errors on our side. Very clear that engineers haven't got real world experience.

I really find this infuriating as I have worked in many different companies over the last 30 years and have never known monetary amount to be used more than a percentage in the way of giving customers discount.

Xero needs to change this as it’s too easy for errors.

This new £\$ default discount setting is causing a lot of errors and re-work. PLEASE can you either revert it to the previous discount type (i.e. %) or have a global default setting.

Further to this, if Xero adds a feature, then that should be the option, and the existing percentage should remain the default.

IMMENSELY FRUSTRATING

Excellent suggestion. If Xero could implement this it will save a lot of time. Thanks.