New Invoicing - Reduce the amount of empty space on screen
Have less white space on new invoicing as it fills screen. The notes section which is in contacts 4000 chars make visable and editable on the new invoice page so we can see it whilst creating and invoice. We dont then have to keep jumping from one page to the next.
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.
We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
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Adell Rose-Leigh Fox commented
New Invoice screen layout - Inefficient & Frustrating
Echoing Claire Annals comment 5 Sep 2024 - The new invoicing layout seems to be designed for widescreen monitors and not for those working on laptops (for example, self-employed bookkeepers, small businesses etc.) resulting in lots of scrolling to enter details into the invoice and can't see the whole thing at once as can be viewed in the previous version. This is very frustrating and time-consuming. Please make the layout more accessible for laptop users.
Attaching screenshots for reference.
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Sarah Jacobs commented
Why are there only 2 options for issue date in new invoicing, but 6 options for due date? I would like issue date to have the last day of the previous month and the first date of the next month as options
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Maggie Kavanagh commented
The cut off date for removal of the original layout must be postponed to give the developers time to fix the glitches. I regularly try the new layout and it's definitely not yet good enough for hard launch. The builders don't actually use these layouts in practice, so they need much more testing time to understand the necessary functionalities - then the new layout can be an improvement on the original, as it was intended.
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Claire Annals commented
The new invoicing layout seems to be designed for widescreen monitors and those of us working on laptops (for example, self-employed bookkeepers, small businesses etc.) have to do a lot of scrolling to enter details into the invoice and can't see the whole thing at once. This is very frustrating and time-consuming for us and our clients. Please make the layout more accessible for laptop users.
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Tropical Waste commented
How long will Xero Take to get this one right? "working on it" flagged on July 11 people. You mob are worse than a Government Department!!!!!
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Tim Sneller commented
"New Invoicing" - A possible explanation for the changes....
Because people have been asking for extra functionality for invoicing, such as different addresses/email addresses etc etc for invoices, statements, and other documents, a lot of extra data fields and probably extra data files have had to be added to the system. These additions mean that the OLD invoicing screen (PROGRAM), will not work in the future, and still allow access to existing data.. The developers have therefore had to write a new program, which will allow historic AND future invoices to be accessed.
Unfortunately, they have somewhat failed in the implementation, and some old features are still not available. The layout is awful, the implementation timeline keeps slipping, and we all feel that we are not being listened to.
UNFORTUNATELY - Without a new invoicing module, the other desperately needed changes probably cannot happen.
There is one really horrendous issue with invoicing, where a historic invoice is altered if the company address is changed. Is this ever going to be fixed, as it is probably illegal in many jurisdictions. If we are asked for a COPY invoice from a long time ago, we cannot be certain that it is an IDENTICAL copy. Once an invoice has been printed and SENT, it should be impossible to edit it, or change it in any way.
If I am wrong, perhaps someone at Xero could treat us like the ADULT CUSTOMERS that we are, and offer us a FULL EXPLANATION as to why Classic Invoicing needs to be deprecated, as all that users see, is that the new program does not work nearly as well as the old one.
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Finance Department commented
The text should be wrapping. When trying to enter invoice information the old invoice wrapped the information in the account and tax field. You have kept this still in the item field so I am not sure why it is not the same in the other. Makes it very hard to put accurate information on the invoice making sure it is going to the correct charge of account and the correct tax code
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Annie Thorne commented
@Claire Parker, I don't know that they are focusing on tiny sole trader businesses - I mean, I'm just me in my business and I absolutely loathe the changes they are implementing. It's awful to use, not fit for purpose. No idea which small business would want this inflicted upon them, truly.
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Julie Sutton commented
Why oh why is nothing happening with regards to the display ?
with the way it is set out now, I have to scroll across just to see the full digits in the total amount columnThe whole page is in way too large font whereas in classic, everything is clear, precise and easy to read.
Attachment shows the same view comparing new and classic - classic is so much more useable. Time is running out to make these view changes that so many are asking for
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Claire Parker commented
It is clear Xero is focusing on the tiny sole trader businesses and not listening to bookkeepers or finance professionals in larger established businesses. They are dumbing down everything so that AI can do the work or untrained persons can shoot out ****** and legally dubious invoices. A subscription to them is a subscription. Loyalty means nothing. How sad that the vision of a beautiful accounting software has been forgone and replaced by the ugly duckling we have now. Xero is telling us finance professionals take it or leave it. I will be leaving it just as soon as I can figure out the best alternative.
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Kathy Skinner commented
They're too busy forcing unwanted changes, seems they're now ignoring everyone and just suggesting links to help when they do respond.
The new invoicing is still hideous in general to look at and use. I switched straight back to classic only you have to do that every time you log in as it only remembers it for 24 hours.
It seems they really don't care now about getting this right and the fact their users are telling them everything that is wrong with it. Yet they are putting the price up for something that is now not as user friendly as the old version was. Not sure who they're listening to when they say they're taking in the feedback since most of the requests aren't being implemented that should have been there in the first place when it was switched.Bad customer service and any one else would loose customers if they treated theirs this way.
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Sarah Jacobs commented
Either Xero needs to fix the column widths or allow the user to determine the column widths. The price and amount fields are sooooo wide they can fit this number of characters 2222222222222.00 , yet the account and tracking code fields are so narrow you can only see 17 characters. This is not user friendly. At the moment the account field and tracking fields are text wrapped, but in the new invoicing they aren't, so the user can't see the whole field - why is this?
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Dave Hyndman commented
C'mon folks. The information density changes to this screen are a joke. This isn't a usability improvement; it's some designer's idea of a prettier screen. This is a massive usability setback (and probably a preview of a new design language that will make its way through the entire app). Your users are shouting and you're not listening.
People are posting screenshots clearly showing that the new layout takes about 30%+ more screen real estate to display the same info. Why?
This isn't wreck-the-company Sonos bad, but it's really tone-deaf and bad.
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Pyroclassic Fires commented
Still cant see the whole invoice on my laptop. and then tried it on my phone as i often have to approve etc when out of the office. what a pain this is. Just made my job 10 times more difficult and take longer than ever. Why the old invoicing worked amazingly well on desktop, laptop and Phone.
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Kathy Skinner commented
Xero really don't care it seems. The new invoicing should not be implemented fully until such time as it actually works and has the same features as Classic has now. It's inferior in so many ways and I am not looking forward to using it and will stay with classic until the end.
If this has been in the development stage for so long then your programmers can't be that great as they should be able to move over everything to the new platform and adjust accordingly so it works the same as Classic.I suspect you are going to lose a lot more customers in the coming months because you don't listen to your current ones.
Everyone works differently so you can't assume what you have implemented is going to work for everyone, stop with the generic answers and admit you have actually gone backwards in this case.
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Yvonne Churchman commented
Please do not fully retire the classic Invoicing until absolutely every single feature associated with classic invoicing is rolled over to the new invoicing. I personally do not like the new invoicing at all, have tried to switch from time to time but it is so clunky that we all revert back to classic. At present if you were wanting to copy from a new invoicing style to a Purchase order, this option is not there, also when you copy from a PO to a new style invoice it automatically populates the customer to the supplier name from the PO instead of leaving this blank.
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Jill Fechner commented
Not a great deal of confidence testing New Invoicing today.
Auto save failing.
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Pyroclassic Fires commented
Yet again Xero you are not listening. The new invoicing is not fit for purpose. There ae too many items outstanding and now you send an email saying in a weeks time we will be forced to use the new xero, but wait there's more... We will get the opportunity to use the old system until November. What does that tell us, you are not ready. If you were you would go live and thats it.
How about you listen and correct the errors we are having with the new system before you force it on us.
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Gary Young commented
Is this still going to be the only option from September without fixing all the items that have been raised?
The biggest one as far as I am concerned is that you alter the details that are entered. ie You do NOT take into account any formatting that is in the description. If you are not using stock items, but having to describe the product being delivered to the customer, Xero should not make assumptions about how that should be entered and adjusted based on some pre-conceived inexperienced programmer. -
Anastasiia Dorodnaia commented
I am very frustrated to be forced by Xero to "default" to the new invoicing from 2 September and to see the retirement of Classic invoicing in November! Xero promised to correct all inconsistencies in the new invoicing before retiring the Classic version, but as of today, the new invoicing is far from being suitable for use. Extremely frustrated and disappointed!