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.
Hilary Smith
shared this idea
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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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.
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Hannah Walder
commented
Ability to edit the name the invoice is addressed to, without having to create a new contact.
Invoices are shown all on the one Contact's account, but could all be addressed to different people.