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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.

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.

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.

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.

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!