New Invoicing - Option to edit 'Attention' field in customer address
In new invoicing, please revert the ability to edit the postal address 'attention' box, back to the same as classic invoicing. Property managers want the owner's name included in the invoice address, so for each invoice I produce, I need to change the person's name in the 'attention' box. Previously this could be done by clicking on 'edit address' within the invoice, but in new invoicing, I need to edit the address by going into 'contacts', 'edit ', 'addresses', 'edit address', 'update address', 'save'. Once this is done, the ability to email the new invoice disappears, and I have to pdf the invoice, find the address of the property agent, and send through normal emails. A one minute job now takes five minutes at least.
Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.
We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.
We'll keep you up to date with progress of this through the idea here.
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Chelsea Hesketh commented
HI All,
i just wanted to ask if there is any update on this? This is critical in the building sector when invoicing our Commercial Clients. I still have to revert back to classic invoicing to update this to the ensure we can issue our invoices to certain personnel.
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Deirdre Kirk commented
Invoicing - great we can view the addresses now when creating invoices, but would be very helpful to see the attention line as well. We have multiple clients for the same business and multiple locations, and it is a challenge to make sure I have picked the correct one.
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Jim Clark commented
The option to edit the "Attention" field is critical if we are to continue using Xero because our largest corporate clients require the invoice to be addressed for the attention of their clients.
I agree with a previous comment from Tracy How that, once approved, this should be saved on that invoice and not change every time a new invoice is raised as it does currently
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Vic Cherikoff commented
I am seriously considering moving back to MYOB come June 30.
So many really stupid things with Xero. Business is tough enough without book keeping software being designed by idiots and foisted on the business community with the promise of something that is not an infernal frustration.
I'm here to tell them that it is.
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Ken Leanfore commented
When is this going to happen? You posted this on 30 June and it's now 7 November.
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Tracy How commented
Hi Kelly,
Can I ask will this change also amend the way it affects previous invoices that are raised? Currently whenever you amend a contact in the attention field this also changes every invoice previously raised to the 'new contact'.
The desired outcome would be that the invoices stay as they are once approved. -
Sharlene Winiata commented
Hello Team
Are you able to provide an update as to where this request is at.
Attention field is very critical for our business and would save a lot of time.
manyy thanks
Sharlene 04 471 2477 -
Daniel Chaw commented
New Invoicing - Option to edit 'Attention' field in customer address
Its the best if we can have a dropdown option to choose the customer name we added, if we couldn't change the customer contact easily, there is no point we add all different contacts in the same company under contact page.
Please resolve this asap as I find it very tedious that we have to spend a lot of time to change customer with current way.
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Susan Gooley commented
I haven't been able to make the 'Attention' field come into new invoicing at all, even when I make sure it is in the contact, so I'm building the invoice in new, and then switching to old, add the attention person, even though they are in the contact and print the invoice from 'old' invoicing. Havne't found a quicker way yet.
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Jo Bain commented
I have the same issues and am not keen on moving to the new version until this feature is available.
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Wendy Sole commented
This is critical to us as we often have different executives responsible different jobs but within the same company at the same time.
I am not sure what other users think, but I do not like the invoicing system - it is making my job a lot slower. Even dragging and dropping in documents, you have to have it exactly in the correct space otherwise they won't load.
Thanksi
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Ms. Jah commented
In new invoicing, please revert the ability to edit the postal address 'attention' box, back to the same as classic invoicing. The customer need the their name included in the invoice address, so for each invoice I produce, I need to change the person's name in the 'attention' box. Previously this could be done by clicking on 'edit address' within the invoice, but in new invoicing, I need to edit the address by going into 'contacts', 'edit ', 'addresses', 'edit address', 'update address', 'save'. Once this is done, the ability to email the new invoice disappears, and I have to pdf the invoice, find the address of the property agent, and send through normal emails. A one minute job now takes five minutes at least. Please let me know how to do in the new invoicing easier.
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Sarah Jacobs commented
As comments are closed on the 'New Invoicing - Hide detailed summary on email' product idea, I will comment here instead.
I have unticked as per instructions, but now get a warning 'send without warning link?'
Please turn this off. If I am sending a pdf of the invoice, then I don't want to send a link.
1. Having to click 'send anyway' is an extra click that I don't want or need
2. Making users who receive invoices click on an invoice link and download a pdf is really annoying and, again, causes unnecessary clicks. -
Sarah Jacobs commented
Great, thanks for listening :)
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Doug Smith commented
It would be very much appreciated if Team XERO would please pay some attention to this ongoing issue - an issue that seems to have been frustrating your client base for some months now. Thank you.
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Sandra Ferreira commented
This is Critical Please.
Being able to Edit the "Attention to" section in the "Customer Address" when creating a new invoice for the same customer like the old version.
With the new invoicing - you have to go to Contacts to edit every time instead of being able to edit in the invoice you in.
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Mercedes Ibbett commented
I have the same issue- this needs to be fixed. Attention to is an important field of invoices and renders this solution quite unusuable in the business world.
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Caitlin Carson commented
Being able to Edit the "Attention to" section in the "Customer Address" when creating a new invoice for the same customer like the old version.
With the new invoicing - you have to go to Contacts to edit every time instead of being able to edit in the invoice you in.
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Natalie Long commented
This is critical to our locksmith business. We deal mainly with property management companies and must include the owners details in the invoice. Having to open and edit the contact each time is a costly exercise. PLEASE PLEASE PLEASE fix this before September.
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Freya Pieroz commented
@Justin McMillan not a single one of my clients uses 7 or 14 days, they're all 30 days or COD or if they deal with AU government they're 5 days and 21 days as per the government guidelines for e-invoicing and not e-invoicing.