New Invoicing - Separate Email button, instead of a 2-click selection
The email invoice button on the new invoice template has moved from a main button to now being in a sub menu in the three dots, adding a click to the work flow.
But Print PDF is still a button on the main invoice template.
In an era where email is preferred over a printed PDF in the post, it would be nice to retain both EMAIL and PRINT as main buttons on the new invoice system. Seems extra work when you are sending a whole load every day for bigger companies.
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Anastasiia Dorodnaia commented
Thank you, Fiona. Though I’ve lost hope that Xero is capable of listening to users, I signed the petition.
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Fiona Davidson commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
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Tina Palmer commented
Why has the Email button disappeared? Please retain it at the top, along with Print PDF
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Catherine Creber commented
My fingers do not need yet another click to access the email option Please put back the button
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Cheryl King commented
We really need the option of both Email and Print buttons.
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S & T Real Estate Sign Specialists commented
It's just a NO BRAINER - Common Sense Really!!
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Peter Carikas commented
pain in the butt but more importantly a waste of time.
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Lauren Clyne commented
Keep single touch button for approve and email invoices. Going through several steps in new invoicing system to send the invoice is a pain in the butt.
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S & T Real Estate Sign Specialists commented
It is some much easier with the separate email button. Why do they need to change things. Seems to be going backwards. I need rhe time that the email was sent so I can confirm with my customers that say they never received the email. Which happens on a regular basis.
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Sophie Tang commented
Definitely prefer a separate email button. We use email function both internally and externally for every invoice. Hiding it just creates more unnecessary work.
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Jay Owen commented
100% agreed that the email button is a key function and having to now navigate to the option menu first creates unnecessary additional time to send an invoice.
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Sally Stubbs commented
I add to this that this is when viewing an invoice after it has been created. I resend an invoice with a different email template to chase payment after the payment time elapses. Now when I view an unpaid existing invoice it does not have an email option unless I click the 3 buttons.