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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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.
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Justin McMillan commented
I agree this is a major issue. I hope it is resolved.
It is also annoying that when creating a "copy to draft invoice" that it does not choose the same contact.
Also annoying that the due date does not default to the contact's terms. And in the options given, there is no choice for 30 days (I would have thought this was a standard payment term).
Let's hope Xero support is reading these messages. I haven't had a lot of luck in the past....
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Jen Ferreira commented
With Classic Invoicing, you were able to edit the billing address straight from the invoice. With New Invoicing, we are not only unable to edit the address, we can't even see who the invoice is attention to until we print the invoice.
Please make sure the full billing address is available on the invoice screen, and also make it possible to edit who to attention the invoice to straight from the invoice (and not have to go into the contact to edit it, then edit the invoice to update the contact information) as this can change depending on who made the order.
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Ross Nicol commented
We have a client that needs this as well.
Previously our client could see the 'Attention' field onscreen whilst creating an invoice and could easily edit it if needed.
Whilst Xero now at least displays the address in New Invoicing they don't include the 'Attention' field for some reason, and so our client still has to print the invoice to check it and edit it if necessary - all of which takes time!
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Trish Weekes commented
I need this too. Thank you Hilary. Xero - please add this field ASAP. Instead, you are adding so much time to my workflow and it is a big fat hassle.
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Lisa Ryan commented
Absolutely ridiculous that you cant manipulate an invoice to stay under its current Customer tab but change the name or address manually on the invoice. We get companies asking us to do a job so it goes under that large company name but when invoicing they want their client name/address on invoice. Very primitive compared to other accounting systems I've used.