New Invoicing - Make the History & Notes the same as in Classic Invoicing
Please leave the history of an invoice EXACTLY as it was in the classic invoicing.
The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.
I really don't understand why so many important features from the classic invoicing has been omitted.
let your customers continue using the classic invoicing as they like
Hi community, thanks for all the appetite and feedback through the idea here. We understand the needs for more detailed history and as you may have read on our Blog w'e're working on improvements to show contact email, invoice number and amount, so you'll have a record of changes made, when and by who. We'll shift this idea to working on it and share as work progresses and changes are made.
Donna Anthony commented
The history no longer show what email that the invoices were sent to. I can't understand why features already in place would be removed with the "improvements."
Jack Burton commented
Agreed with many of these comments. The simplification of the history is super frustrating. When I'm wanting to see the time (not just date) that something occurred, I'm now needing to swap back into Classic. That's ridiculous. Don't hide information from your customers!
Estelle Van der Merwe commented
Please keep the history on an invoice as it was in the classic invoicing system. Information such as the email address the invoice was emailed to is important information that is being lost. I have also found the search functionality not working well when searching on inventory items when doing an invoice. Not all inventory items are being displayed when doing a search and it has inconsistent results from one invoice to the other.
Charmaine de Klerk commented
I’m all for change, but it needs to add value and help productivity.
In the classic invoicing, I could track purchase orders that were created via "Copy to…Purchase Order" directly from the Customer Invoice History. This function is CRUCIAL to my business, and because this function is not available on the new invoicing, Xero forces me to keep using the current invoicing platform.
Another question, why do I need to re-attach all documents if I create a Bill from a Purchase Order? – It’s wasting time.
Fiona Davidson commented
Petition for Xero Executives Regarding Alleged "Improvements"
Hakon Martinsen commented
You have also removed who you have sent an invoice to in the history. Thisnis important as we send invoices /! delivery notes to multiple people and without receiving email in the history it becomes next to useless
Jacqui Rood | Girl Friday Ltd commented
I have decided to trial your new invoicing for the 2nd time since Xero is now forcing us to... as you'll be removing classic invoicing at the end of the year... our whole team have trialled the new invoicing and we have all aborted as we do not like it and it SLOWS US DOWN! It certainly is NOT faster. When I review invoices, we have multiple documents attached to the invoice. I open all these to reconcile the invoice that has been drafted, before I can approve and send. The new invoicing system, opens each document up in a new tab. Classic invoicing has the pop up window and I can just click next for each view. Now I have to toggle between multiple tabs and work on two screens. It is slow and is adding at least 5min to each approval and we have LOADS of invoices. Your new system also does not keep track of who we emailed the invoice to. We have multiple departments per client and we like to refer to the prior invoice to see who we have emailed the invoice to. That log has not disappeared in history and notes. You have also removed the expected date button in history and notes as we add in another date before exiting out of the invoice. Now we have to go to awaiting approval and search for the invoice to add the date. This adds TIME. And there are a few clients that we have to manually send the invoice to, as their inboxes will not accept invoices sent from Xero due to security reasons. With the old system, we could mark the invoice as sent to show that we have sent it. The new system just reflects as not sent. Now we have to go into the invoice and manually check a box. I fear November as this system is CLUNKY. It's not streamlined.
Marie Dilley commented
Keep the Classic Invoicing New Invoicing is not faster & is missing key features that classic has!
Andrea Skene commented
Need the time stamp on History & Notes. We have lost this function on the New Invoicing!! Also need to see who the email was sent to! We use this function ALOT.
Michelle Morgan commented
I totally agree with this, we have the same problem. We have copied and pasted details from the old system in the notes to the new system as we need these details and they are not give in the new system. Also when you email the invoice in the new system it just says sent. The old system says who its been sent to. I think the new system is more time consuming and has lost a lot of it's really useful features.
Heather Bamfield commented
New invoicing is s***! Classic invoicing is far, far better. At least give your customers an option.
Jo Adams commented
new invoicing is ****... Keep the old one and add packing slips in..
Finance Wills Health Services commented
History no longer displays a timestamp just a date, so you have no idea how far apart actions occurred. It can be incredibly frustrating when troubleshooting, especially when the timestamp data is available but is being concealed. Makes Xero sense!
Isabel Steel commented
I also agree with all previous comments re Classic being the better invoicing tool.
Extra frustration for me is that the 'calendar' has gone for the date of invoice so that now I have to go to a drop down menu & "choose another date" to get to it - 2 extra steps that weren't there! - Our business frequently has to date invoices to the week before, so this adds a lot of time on for me!
Also, the box for the GL code (like the product and other comments) does not show the full GL code description anymore - extremely frustrating when you are checking you've typed everything correctly before exiting out.
Finally, please go back to the 'grey' background - it was much easier to read the screen and see where everything was!
Sue Britten commented
I really do not find this quicker than classic.
I too use text lines, cannot do this in new.
I too do not always send invoices to the contact email address, so seeing email address is a must.
Adding a payment is difficult to locate maybe "approve & pay" needs to be added to drop down list.
Add the ability to choose which option shows first in the "approve & email" drop down list. 50% of our invoicing is paid before processing and not emailed.
I would prefer to use classic.
Gustavo Alberto Cardona Chorro commented
In the new invoicing system we will have these two issues:
a.- When the Invoice is approved is not possible to see the ITEM CODE, only the description. For a company with more than 1000 SKU's this is impossible to manage
b.- When one Draft Invoice can not be approved due to lack of stock, Classic Invoice shows you a list of all missing SKU's. The New System just shows you the first one found.
Craig Millett commented
YES, leave Classic as is.
I have a different problem. I require text entries on my invoices with no Amounts or Qtys in the line, so I can leave them blank.
In the new invoicing, it automatically populates all the boxes then throws up errors, can't be done.
Not Happy Jan!
Lorrie Kelly commented
Absolutely agree with this. The ability to see the sent email address is critical for our business as well as detailed notes to understand the history of the invoice. The abridged notes in the New Invoicing are almost useless for us!
Dan Browne commented
+1 for this. A major thing that is missing for me with the new invoicing history layout is seeing the email address that an invoice was sent to. Now it just says it was sent, but not to who it was sent to. This has always been a really handy feature for us because sometimes we don't send the invoice to the default account department and it's handy when people say they didn't receive it to understand if we had a typo in the email address or if they're BSing us.