Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
Adam Strohl
shared this idea
Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Sean Strack
commented
Would be amazing to have Xero automatically connect a customer to your contact for them when they create an account. When customers click to view invoice, in order to view them all in a list they have to log in, and in order to login they have to create a free account, but Xero treats them like they are another business owner, asking them a bunch of questions and making them sign up for a free trial instead of creating a simple login for them to view and pay invoices and manage payment methods. At least, that is how it appears to me and so far I don't see that feature coming in new invoicing.
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Kika Jacobs
commented
Far too time consuming and off putting for a new client who would just like to view their bills and pay in one go
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Lara Laxo
commented
Requiring a log in is reasonable, but after creating a password, the next screen prompts to "Add your business" and the only choices shown are to "Buy now" or "Start trial". Perhaps having a third option for "not now, return to invoices" would be a solution.