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 :)
Brooke Gowen
shared this idea
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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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!