New 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 :)
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Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent. This uses settings stored in your web browser - for example, if you often change computers, or clear your browsers cache this will revert back to the default of the options being 'unchecked'.
We do have plans for looking deeper into possible default controls, however this will come later once we've got everyone across to the new invoicing experience. We'll keep you updated of any further progress for this here.
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Sandi Braden commented
and calender under due date instead of the all the other options, always have to pick another date, the calendar now takes two steps to get to the date wanting, before was one step.
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Sandi Braden commented
please make the send me a copy in the email invoice a default so don't have to tick each time. thanks
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Kristen Vanderpool commented
Absolutely! I truly dislike that on the invoicing layout I have to constantly remove "project" from the invoicing. WE NEVER use this module. And it's in every single invoice. There is no place to even change the default.
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Jamie Crisp commented
I have to agree with Brooke Gowen, this is very annoying always having to uncheck the box to remove the PDF and always have to check the box send me a copy. So now we are being forced to use the new invoicing soon but you can not provide us with some of the old features that most of us are asking for. Please either wait to force the new involving or make sure the options of PDF and send a copy are remembered.
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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!