New Invoicing - Feedback
What I like that you added:
* Saving as draft!
* New Due Date drop-down selections (e.g. 14 days)
What I do not like:
* No "add another invoice" option after save + print PDF, more clicks now
* When save + print PDF, now opens a new tab that needs closed, more clicks
* Cannot "copy" the invoice line "item" - I usually create many lines that I used to be able to copy & paste the "item", now more clicks
* Too much whitespace and font too large, I want to be able to see the data w/o having to scroll - while it is nice you allow turning off some fields (e.g. discount) please allow resizing fields, changing overall font size, or somehow make a "compact view"
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.
There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve also developed smart suggestions for due dates based on common dates people use most, or you can use Xero’s keyboard shortcuts to save time entering dates in Xero. If you have set a default due date in your invoice settings this will be applied when using new invoicing.
Not being focused on a single idea alone, we’re going to close this thread, but please rest assured that we are taking on board your valuable feedback and there are even a couple of existing ideas mentioned in your feedback that you could join to monitor progress on, such as being able to reduce the number of steps and clicks involved in new invoicing, New Invoicing - Add line number, Invoice | Less clicks for printing PDF and sending receipts, and Invoicing | History - Show detail of action made.
Our invoicing product team are very keen to keep improving new invoicing and encourage you to start a new idea if you’re unable to find an existing one that matches your needs.
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Mandy Weston commented
New invoicing doesn't show the emails we sent the invoices to...THIS IS IMPORTANT
Customers often say they didn't receive the invoice and I have always been able to confirm which emails we sent it to and send a screenshot to show them
But won't be able to do that with the new inviocing!
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Stuart Mohamed commented
Thanks for responding. All of the points I listed have already been suggested by your customers and are visible to you already. I just felt it might be helpful to you to see them all in one place and I also felt it was quite impactful to see them all in one list given Xero's decision to fix something that most people don't see as broken.
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Stuart Mohamed commented
FAO Xero - I thought that you and the team might find it useful to see a summary of what your customers are asking for in light of your plans to switch off classic invoicing....for whatever it is worth.
(in no particular order)
1. Ability to add email to contact within invoice
2. Option to leave disount field on or off permanently
3. Calendar date lookup not as user friendly in New invoicing as it is in classic
4. Shoe the 'replt to' email address when sending invoices
5. Move Save button to bottom of invoice like classic
6. Type the date manually, without / delimiters
7. Use Tab to confirm highlighted suggestions and move across fields
8. Add a new field for "Row number" in customized invoice
9. Keep the 'add last items' feature that was in the classic invoicing layout.
10. Allow blank lines to make groups of invoice lines
11. Option to mark as sent when Print PDF
12. Option to edit 'Attention' field in customer address
13. Default quantity of 1 for invoice lines
14. Include "add another invoice" option after save + print PDF
15. Allow Item and Description-only lines, with no Qty or Unit Price
16. Show account column after saving
17. Open attached files in the current window
18. Copy invoice data to a purchase order
19. History & Notes - Show email sent to and other info
20. Alert if the contact has available credit
21. Reduce number of steps and clicks not add to them
22. Keep the previous Contact when using Copy
23. Option to switch Autosave off
24. Invoice Contact Groups
25. Show Branding theme on an approved invoice
26. Print to PDF option
27. Ability to add file from library
28. Edit exchange rate
29. Quotes - Title and Summary to flow through to Sales Invoices
30. Add Payment details on invoice screen
31. New Invoicing - Remember default settings such as emailing yourself a copy
32. Keep Tracking option
33. Keep 1/5/10 new lines button
34. Customers to pay deposits on invoices
35. Keep Classic InvoicingYou're welcome
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Dean Turnbull commented
With New Invoicing there is no option to create a new quote from an invoice.
This was possible with the old version of invoicing.
It means we now have to create a brand new quote from scratch which is time consuming.
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Julia McGinn commented
Not having the "Add another invoice" link is so time consuming as it adds several clicks to the process. Please reconsider this!
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Keith Field commented
You informed in January that Classic Invoicing would cease in September, so I have switched to New Invoicing. I have now usewd it for 6 weeks, and wish to offer the following comments:
1. In Draft invoicing the Quantity box is filled with '1' by default even if I intentionally leave it blank. This is not helpful.2. The price shows as 0.00 and you have to clear all the zeros in order to insert the price. Example my price is 295 : if I type 295 what shows is 0.00295. Again, not helpful.
3.Having converted the draft invoice to a finalised and approved invoice and printed it, a tab appears on the top of the screen entitled 'about:blank'. When I produce 15 invoices in one batch, I get a row of tabs at the top of the screen each one showing 'about:blank' and 'login.xero.com/identity/connect'. Not helpful. See attached screenshot.
4. Issue date calendar is too large so you have to scroll down to see the last week of the month. Please make it smaller so the months appears in its entirety.
5. The entire page/screen would benefit from being made more compact.
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Taskforce Accounts commented
Agree with other comments.
I can find little that has been made easier.
Having to print to download - when you have to download often - annoying
The layout with the clear dividers of each coloum and row - exasperating
In an increasingly paperless world having the main option to print over doing any electronically - maddening.
And Xero's response of "get used to it" INFURIATINGThe old saying of "if ain't broke, don't fix it seems to be lost of Xero's development team, meanwhile we STILL cannot edit our own remittance advice.
Customer satisfaction seems to be increasing low on Xero's list
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Lis Fitzpatrick commented
Well everything awful about it seems to have been covered and I completely agree. My biggest issue is nothing is easy to read. I am having to look for information and mis-postings could easily be missed.
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Michelle Merrigan commented
I figure I will add to this rather than starting a new post. I run 5 different companies through Xero. The new invoicing is FAR from faster.
Things we do not like:
- agree everything is too big. I have ended up hiding columns I don't use on one of the companies to make it smaller, but then realised that change also goes over to the other companies that I do need the columns for.
- I used to be able to start typing a customer name and then hit tab when it landed on the correct one. Now I have to scroll down and hit enter and tab multiple times to get to the date field.
- the date. I used to be able to type (for example - 1 01) and it would automatically know I wanted the first of the first. Failing that, it was one click to get to the calendar. Now I have to click twice just to get to the calendar every time as I am rarely entering invoices on the 2 provided dates.
- no add multiple lines anymore. The automatically adding is fine for some of my customers, but not all. Some customers have multiples of the same 2 items which need to alternate on the invoice up to 20 lines. It was a lot easier to add 20 lines at once and then copy and paste all the info where I needed it to be. Now I have to enter the lines one by one.
- There are too many drop down menus for saving/emailing/printing. Put them all under one so I don't have to go to each one to find the function I need. For that matter, there is a lot of seemingly unnecessary functions there.
- We have a lot of customers that are payment before dispatch, so we use prepayments a lot. It takes A LONG TIME for the "add credit" button to appear when you open the invoice. I actually thought initially that I'd put the payments under the wrong account when I first started using it as it took that long to appear.
- The add payment button is now an extra step. We used to be able to add it at the bottom of the page, now we have to open an extra box to add it.
- You can no longer send an invoice xero to xero (which I do ALL THE TIME) when you're in the invoice. You need to leave the invoice, go into your unpaid invoice section, search for the invoice you have just entered, select the check box beside the invoice, click the email button which opens a popup, select the checkbox in the popup that says send via xero network. This is possibly the most frustrating of all.To be honest, at this point, there is nothing to add to the things we like section. I have been using it for about a week or so, trying to give it a good chance. It's still not happening.
I am not actually sure the people that designed this "faster" system use it on a day to day basis, and if they do, they have designed it so it is faster for their particular input, not the broader community.
I will add to this - I have been using Xero since 2012 for multiple companies across multiple countries. I am not a new user to it and I am 100% on board with changes for the better, of which there has been many over the years. This is not one of them.
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Robert Meharry commented
Hating the new invoicing in Xero. Too many steps now that take up time.
Sending Receipts is a nightmare.
Please allow a simple download of the pdf for those of us who need to be able to attach our invoices to a separate email with other items for our clients.
Please bring back the one click receipt option.
I agree that the new date drop down is nice.
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Jenny Montano commented
1. The invoice number doesn't registered straightaway after entering our own number, have to enter multiple times sometimes.
2. As a history we need to see when and where we sent the invoice but this function has disappeared.
3. It's TOO large
4. Can't copy the invoice anymore. -
Kreeta Kasempiyarom commented
I would like to add feedback to the new invoicing. First of all, this is appearing to be a classic case of over-engineering. Making things more complicated than necessary without adding any immediate benefit for the added complication. Here are a few things I'd like to add sepcifically:
1. Everything is too huge. I don't know what screen resolution the programmers have (probably some UHD screen), but for most accounts who use standard 1080p screens, everything is massive which results in text getting cut off, or zooming out required. Why?
2. Copy and paste no longer seems to work in the price field. WHAT?! For a user base that deals in high amounts of data entry, how can you disable pasting into invoice? You want to force everyone to manually key in every single number? That's completely unreasonable. I hope that is just a glitch, and not intentional.
3. Can we please get line item counting. Sometimes we just need to know how many line items are in an invoice and having to manually count 50 lines of entries is such a pain in the butt and often results in errors. Just a simple "1, 2, 3"option at the beginning of the new line item would be tremendously helpful and a feature actually useful.
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Mary Lambert commented
Ive spent today using the 'new' version of invoicing. You claim its quicker and better - its really not!
Couple of glaring issues and actually things that worked in the old way but you've removed!
You cannot 'tab' until you get to the body of the invoice - I am not wasting a lot of time as I have to keep clicking into the fields
Dates. I should be able to access the calendar with one click. Now I have to click on the date and because the two options you give are not suitable, I have extra steps to get to the calendar
Same for date due
Also, why can I not set the date due in templates like in the old method? If my inv date is last day of the month, the due date is automatically last date of next month (in current invoicing) but you've taken this away
In the old method, if I use a tick option when sending an invoice it keeps it for all future invoice till I turn it off. Now I have to tick it every time
So far - not impressed!
If there is a way to rectify all this - you need to make your training material clearer please
Thanks!