New Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.

Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
-
Paul Howlett commented
"we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site."
Bullsh!t
-
Linda Carlos commented
an inbuilt calculator in the payment box as there was in classic too please.
-
Platypus Billing commented
And will you finally do something about the freaking slugishness ?
I have to WAIT for XERO at each corner. I mean just taking out a line until the total adjusts it takes ages. Maybe that lag is nothing when you're diddling your thumbs on a mobile device, but when you touch type (as many bookkeepers would do in order to make a buck) that delay is a serious obstacles. Like walking through molasses. -
Annie Thorne commented
Unbelievable! Utterly unbelievable!
This is not a new idea. What we're asking for is for a function that was in place, working well, and then inexplicably removed ... to be reinstated.Kelly, you keep telling us that the product team are "engaged" (whatever that means) with our feedback ... but the lack of action implies otherwise.
-
Ken Eason commented
This should not be considered an "idea" to move to Under Review, but a broken feature that needs immediate repair.
-
Olga O'Keefe commented
Hi Kelly,
It has been said many times, please stop insulting us with "new ideas" or "ideas". Please stop calling black white. Did you read 1984 by George Orwell? You took away our "arm" and attached it to our "back". Now you are saying that there is good interest to return the arm to its righteous place. Does somebody in Xero (management, marketing, PR, development departments) have courage to admit it?
-
Michele Alton commented
I also totally agree. It is not as straight forward as the Classic version and takes longer to add payments. Would like the option to revert back to Classic Invoicing but I see that this complaint has been made for a while now with no update?
-
Mandy Sarson commented
Totally agree, do not like new vision
-
Cyrus Chong commented
It was so convenient to add payments on Classic Invoicing. Why is it messy with the new one? really bring a lot of time waste to user and not friendly at all, is it too hard to amend the payment function back to classic ? have no idea what for upgrade to new feature, in other way call downgrade, why team and management will do such push customer out matter?is it here cease soon?
-
Move Smart commented
Also, this, but when you add a payment the view resets to invoices waiting for payment, I want to often want to send the invoice by email showing it's 0.00 due, so I have to go back the invoices screen and find it and then email it from, like 6 clicks and navigation. I would be great to have the payment option added and then stay on the invoice to then email it and just a couple of clicks.
-
Kathy Skinner commented
Xero don't care now otherwise they would push out the date. Seven years in the making and it's pathetic that it has so many issues that you would expect this when first developing invoicing not supposedly improving it.
Sent it backwards and still charging us for something that doesn't work - least they could do is reduce the subscription prices back to what they were prior to the increase last year given it's not working properly until everything works as it should, but that wouldn't suit them either as then they couldn't offer such huge discounts to new users which no doubt our charges help cover the difference. It would also mean they would have to admit they've stuffed up badly this time round which they wouldn't want to admit to either.
Sick of hearing their ads on TV and the radio as well - I think it's false advertising lol given what they've done over the last couple of years with it, they omit to mention we've increased the amount of time it will take to do things from previously.
New users will have no idea unless they actually look into feedback before moving over - if they did more may decide not to convert from their current one. -
Jordana Gray commented
It was so easy to add payments on Classic Invoicing. Why is it harder with the new version? This is so backwards. Our team's efficiency will go down signifcantly.
-
Naomi Gibbins commented
I've already put this item in too - Xero you NEED to listen to your customers - we hate having extra buttons to click - especially when you've added steps that add no value!
-
Katie Cooke commented
I wrote exactly this months ago! This is critical for us. I feel like Xero have lost their minds.
-
Muhammad Ali commented
This looks like a great suggestion, as it addresses a critical need for efficiency.I am looking exactly similar feature for one of my clients business https://thebackvault.com, a vintage jewelry store, especially during the busy Christmas shopping season, processes a high volume of invoices daily. The additional step of clicking “Receive Payment” in the new invoicing style slows down their workflow significantly. The classic invoicing method’s direct payment entry field made the process much faster. Bringing this feature to the new style would be a valuable improvement, helping businesses like theirs save time and manage transactions smoothly during peak demand periods.
-
Marya Egorova commented
Can you please just keep classic invoicing, so people can decide which kind they prefer to use. I spend triple amount of time processing sales invoices with all this "improvements" and new invoicing really affect my productivity (and will to use Xero for that matter). Classic Invoicing 4ever!!!
-
Jeroen Brand commented
Not a new idea but I was told by your support team to post this here. Can we please have the payments block at the bottom of the invoice back? That was a real time saver compared to the current way to record payment.
-
Freya Pieroz commented
@Lusiana Kisnanto having to click instead of being able to use the keyboard is a breach of Web Content Accessibility Guidelines (WCAG) international standards. Specifically success criterion 2.1.3 Keyboard (No Exception).
-
Lusiana Kisnanto commented
Also please I want to type the payment date, select the account with typing instead of clicking it. I hate when I have to add the payment with so many clicks, just make the keyboard shortcut work!
-
Fiona Davidson commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.