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.
OR
let your customers continue using the classic invoicing as they like
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Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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Mandy Weston commented
I can't understand why the EMAIL I sent the invoice to isn't in the notes anymore!
We use this as proof to our customers of who and when we sent the email
I do hundreds a week so I don't cc myself on them!
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Andrew Cranson commented
Recoded items in the history just show the number of line items that were changed, but not which lines. This is not good. Please keep the classic invoicing at least until this is fixed.
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sharon benedict commented
Why is Xero NOT listening to us.. the New Invoicing has not got the features that we need, leave Classic invoicing in play or put the features into the New Invoicing that most small business need, I am sick of the time consuming steps that now are needed to do a simple invoice, draft or credit note. Even a small thing like it now takes 2 clicks on the Tab key to move to the Qty on an invoice, WHY?? let alone all the other items changed, Time to listen to the clients Xero. I'm trying out a free trial of Quickbooks & will migrate if Xero dosent listen and keep Classic Invoicing features in the New Invoice system
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Samantha Schmalz commented
I wish to continue to use old invoicing. I do E Commerce and reconcile sales invoices to payments made via Afterpay Zippay Shopify Layby PayPal Klarna and use multi currency. Old invoicing works perfectly for me.
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Chris Curlett commented
I still fail to understand why XERO is pressing the new Invoicing so much when there are so many other suggestions by users that are well supported (200+ in favor) but XERO will NOT implement.
The new invoicing is a shambles.
XERO PLEASE ADVISE US
1. why you constantly ignore the constructive suggestions by users.
2. why you are implementing the new system with such fervor.
There is so much that needs to be improved in the current system that has been requested by hundreds of users please do this first. Diverting resources as you have to the new invoicing just makes no sense.
IGNORE YOUR CUSTOMERS AT YOUR PERIAL
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Lynn Dean commented
The new invoicing is the worst feature Xero’s has ever had! Designed by someone who hasn’t got a clue. My client does not want to use it. I do not want to use it. I prefer the classic. Why change something that works. I had trouble attaching PDFs and can’t put in tracking
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sharon benedict commented
Why is the History / Notes section no longer showing when invoices quotes etc are sent and to whom, this is a crucial part of our business as we have multiple supervisors & estimators we work for & have to be able to see if and when they received quotes & invoices. Also having problem with invoices showing Not Sent when have been… Clients not happy getting more than one invoice for a job as it gets resent by next person who sees it hasn’t been forwarded. If these things aren’t fixed very soon will have to go to Quickbooks who are also quite a bit cheaper and have PHONE customer support for problems to be fixed within minutes…5 min call back, can’t really beat that.
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Ryan Astbury commented
Does anyone find New Invoicing faster?! It is terrible, the tab function takes you off screen instead of the next box, the endless drop down boxes (not too bad when on touch screen but awful on laptop) and the notes don’t even make sense. I am trying to adjust to New before they retire Classic but honestly it just does not function appropriately for my needs in its current form. The ability to be able to say to someone sorry I can see that x viewed the invoice on y was brilliant for chasing payments - gone!
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Sharon Flint commented
I copy invoices from Purchase orders and this audit trail is critical to our business. If you can't fix this please don't retire classic invoicing.
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Andrea Skene commented
The New invoicing system still does not specify the 'Time' an Invoice was sent by email in the History & Notes section. The date & email address of who it is sent to has now been added but the 'Time' is still missing. This is crucial to us as we often are asked when a document was emailed to a customer/supplier. Its just so unprofessional when I can not say to them yes it was emailed to 'this' person at 'this' time. Please add this if you are insisting of keeping this 'New' Invoicing
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Julie Sutton commented
@Katie - and the expected payment date is ESSENTIAL for the short term cash flow forecast in Xero analytics!
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Katie Swatton commented
It would also be great if we could retain the 'add expected payment date' feature, this is really handy for credit control
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Matthew McDermott commented
It is crucial for History Notes to include date/time of when invoice was sent and to whom it was sent to within an organisation. There are multiple Supervisors within each builder we do work for, and I need to be able to see who it was sent to.
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K C commented
Every time we go to each step of order processing a different email is sent and the "history" may say "sent", but to whom was it sent to?
There is no way to check what has gone before...this is an ACCOUNTING program so as to account for things...
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Amanda Yeo commented
Hi Kelly, also under History of the individual invoice screen, it only says 'The invoice has been sent through by invoicing.xero.com. Can you please have the recipients email addresses shown (just like in classic invoicing)?
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Lara van der Wall commented
Hi, I am already Mad as **** since Workflow Max is being cancelled. If Xero is going to force all users to use this inferior "NEW" invoicing, I'll start looking around now to change to another platform.
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Heather Bamfield commented
Please, please keep classic for those that want it. I need text boxes as I need to enter a different address on every single invoice. These are job sites and is compulsory on our invoices for us to be paid. I also need to change times etc. You have not thought about all types of customers that may use your product. Typing and tabbing through sections is quicker and easier than being forced to use drop down boxes.
As for reconciling, I get paid for multiple invoices all at once and this could be 100 invoices. I need to be able to check boxes to reconcile them all at once. -
Brooke Chapman commented
I agree that the history and notes section is lacking since the update.
Being able to see when and to whom an invoice was sent after the initial send is what we are missing.
Invoice in our industry are changing regularly, people are changing their minds, plans and budgets are changing. So the invoices get updated to reflect these change. And invoice get emailed out again. But there is no record that it was sent again. When multiple people are working on invoices it is hard to know if something has been missed.
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SBCM Accounts commented
It is imperative to have the email address, date & times for when the Invoice was sent when you are chasing money to prove when it was originally sent etc & to who.
Why does it say "marked as not sent" when it is a draft.
It doesn't state if created by repeating schedule.Please revert back. Thanks.
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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."