New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
-
Jane Phillips commented
made selecting the date harder and the +0, +14, +30 dont work now for the payment date
-
Rob Pennoyer commented
It is ludicrous to force users into a many-step process for something as simple as picking a date. "Today" and "tomorrow" as the only shortcuts indicate you don't really understand how business works.
-
Shannon McMonigal commented
To add to this suggestion - with classic invoicing, using tab to navigate from the contact card across to date will highlight today's date, so you can quickly type the correct invoice date in. With new invoicing, the cursor goes to the end of today's date, so the quickest way to change the date is to CTRL+A before retyping the new date, which still adds an extra step. You could switch back to the way classic invoicing highlights the date without affecting anyone who invoices at today's date.
-
Lita Sheppard commented
Agree - yet another step added to slow processes. I hardly ever want today or tomorrow and then to have to click "choose another date" ??? Please just leave the drop down calendar. Due date is even more confusing with various set options to add confusion before having to choose "Pick another date"
-
Millie Howard commented
This is a ridiculous feature and adds unnecessary clicks therefore making invoicing take longer! Why is there also a 'today' option when the date defaults to today...
-
adrian walker commented
KEEP CLASSIC INVOICING!!
the new system date entry simply adds to work load!The second part to enter on the invoice screen is the date, and the old system works well with a simple date picker.
the new system required more clicks to get to the date picker???
It is literally adding to an already busy work load!!! ???I won't switch until this is corrected as it adds more work to operate!
-
adrian walker commented
agreed this is the no 1 issue that is stopping me from using the new invoicing system.
It simply adds to work load!
instead of a single click the new system requires several clicks. and if you fil in the due by date too then it doubles the clicks required!it literally increases work load!!!!
I do not want to switch to new invoicing over this alone.
-
Haidee Nightingale commented
Yes, when you are entering hundreds of invoices per month, that extra step of having to click then select and click again is a real pain. Many small businesses are not entering invoices on the day and especially not a day in advance, they're often being put aside to enter at a later date. What is the point of that today or tomorrow feature? We should be able to just click and get the calendar month as per the old version, if it's for that day then it's already set and we don't have to click at all anyway!
-
Shannon McMonigal commented
Agreed, this feature is terrible!
-
Leigh Rogan commented
Agree with everyone. So frustrating trying to change the date. I should just be able to start typing the date and see the calendar. I seldom create invoices on the date they were raised by our crew. It is extremely tedious trying to amend the date. I then usually amend the default due date as a consequence of the above and that's even worse - for some reason when I manually enter the new due date the system defaults it to the previous month.
-
Larina Chester commented
Issue Date - We would like to have 1 click in the date field to select the date from the calendar view. This works for ‘Today’, ‘Tomorrow’ and ALL date selections. Having ‘Today’ and ‘Tomorrow’ options in the dropdown menu, are superfluous as ‘Today’ is already the default date selection and this additional menu selection is just an extra click to get to the calendar view to select. ‘Today’ circled in the calendar view is great for quick identification.
-
Deborah Ingley commented
Totally agree! Our sales are via online stores. The date is very rarely today and never tomorrow. It would be way more user-friendly to have the default date as today and then pop up the calendar.
-
Helen Mutch commented
I think this idea will get plenty more support when people are forced to use only new invoicing. I tried, got fed up literally at this bit, switched back to classic. I hope this gets sorted before Sept but they definitely will get enough complaints after!
All other date fields sllow you simply to type i cannot see why this one has to be different and so time consuming!
I sent suport message and the 2 nd reply suggested this page i did not know it even existed.. -
Michael Tompsett commented
Allow pasting of a date, as was possible previously. (specifically when entering the date when the invoice was paid) Manually selecting a date with the picker is time consuming and more prone to user error. This new method is a backwards step, not an improvement at all.
-
Matthew Wingrave commented
Agree, just let us type or date, or at least add "yesterday" as an option
-
Ellie McDonald commented
This is terrible, just let me type a date instead of clicking "pick another date" then selecting it from a drop down calendar.