Invoicing - Remember default settings
New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
It's going to be very frustrating otherwise :)
Brooke Gowen
shared this idea
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing.
Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊
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Kathy Skinner
commented
I tried the new invoicing out for one client where I have groups set up which are set up under membership tiers. Old invoicing allowed me to create one draft invoice for a particular tier and then click create invoices for everyone that was in that group and then be able to approve from there. I switched to new invoicing after selecting the tier I wanted to generate the draft invoice for and all I got was "I needed to enter a contact name" it wouldn't accept the tier group to then generate the invoices for everyone. When you have over 130 invoices to generate across multiple tiers I don't want to have to do them all individually or do copy and paste for 30+ in some cases. Under the old version I can make sure I'm not missing any being invoiced as well for a particular tier.
This option should be included in new invoicing as well but it appears it's just another thing they haven't taken into account.
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Janet Newton
commented
New Invoicing no longer auto defaults the tracking from Sales defaults on draft invoices from third party software. Our company uses another software to raise sales but the sales person is often not the sales person assigned to the sale. It is the salesperson who got the customer on board and in the sales defaults in Xero, not the person who took the order on the third party software.
Sales default setting need to AUTO fill. -
Nigel Harper
commented
Default Settings should be stored in the User Login Profile along side the Permissions assigned to the user for each company. These "Defaults" should include what the user wants as the default action for ANY Dropdown Button. EG. New Invoicing: Adding Billable Expenses - Add items SEPARATELY rather than as ONE. This used to be 2x buttons now it's a Dropdown Button with the wrong default 99% of the time. Same goes for New Invoicing Approval Button - Approval & Next or Submit for Approval & Next instead of Approve & Email. AND Next should be picked from the sort order in the Drafts Listing - Thus Chronoligical Order would be possible!
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Stephen Kane
commented
Very frustrating
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Yazz Bhatti
commented
It would be interesting to talk with the people who designed the new invoicing system interface and ask them why they would change the interface so much by removing existing functionality?
Users would easily move to a newer system as you're changing the underlying api's to move to a better more expandable and efficient system right?
Well, if that is the case, why have your developers ignored users by removing existing functionality or changing it to the point where it is no longer user-friendly.
Users will resist change - especially if that change is going to increase time to perform a task. The person in charge of the UI needs to be sat down and spoken with.
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Heather Palmer
commented
100% agree with you on this, so many features are not working correctly
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Ben Johnson
commented
Still not fixed.
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Simon Richardson
commented
New Invoicing - default checkboxes - attach pdf and email me a copy -
apparently this has been solved already (see other thread), but I still find i have to go and re-tick the checkboxes every time - please can these default back to whatever the last setting was for that client, when copying an invoice, like classic invoicing?
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Simon Richardson
commented
i need to manually send a pdf copy to some clients every time - even though xero sends a copy direct to their accounting package at head office.
They will not pay unless they get a copy of the pdf emailed manually to the local office- -
Sarah Jacobs
commented
Also I don't want 'approve and email' to be my default option. I want to just approve invoices, then email them later.
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Chris Curlett
commented
The new layout is a mess. It would be better if they addressed some of the users requests with 500+ votes in favor rather than spending time breaking the Invoice system that is working!
Come on Xero do something that Users WANT done!