New Invoicing - Reduce number of steps and clicks
New invoicing has introduced more clicks, taps, steps at almost every level.
Please remove the added friction as it increases processing time.
The "new invoicing" messages are full of comments regarding where these pressure points have been added.
We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.
![](https://secure.gravatar.com/avatar/da8803378b541d196a45b854afc0dc86?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.
- New Invoicing - Remember default settings
- New Invoicing - Quick find Address
- New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
- New Invoicing - Add new Tracking option
- New Invoicing - Move Save button to bottom of invoice like classic
- New Invoicing - Add Payment details on invoice screen
- New Invoicing | Files - Drag & drop anywhere on the page
-
Zak Labanca commented
Creating a credit note from a previously paid invoice/bill really needs to be addressed.
-
Bruce McInnes commented
Hi Kelly M.
it has been mentioned elswhere but we really need to have an additional field added for both invoicing and billing.
for invoicing please add Customer P/O and keep customer reference.
To - Issue date - Due date - Invoice number - Customer P/O - Reference - Branding themefor Billing we need to include a field showing the Purchase order number as well as the supplier invoice number.
-
Melissa Fowler commented
New invoicing lost features, please understand how bookkeepers use Xero
1. When re-sending an invoice it now doesn't show that you simply emailed the invoice again, instead it shows that you have 'updated' the invoice which isn't the case. Not helpful when reviewing the invoice history during account receivables processes.
2. Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of bills. Meaning more steps involved and lost functionality.
-
Mark Larrington commented
Xero I really despair New Invoicing is truly awful in my opinion. It has lost most of the functionality, layout and usability.
Six month after reporting a serious bug in it you still havent fixed it!
That bug will catch many people out who copy from Purchase Order to Invoice and like me potentially cost them thousands of ££££s. -
Erica Broderick commented
In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.
Then when you tab to the due date, in classic invoicing this auto filled, now you have to add a date.
I have timed how long it takes in classic as compared to new invoicing and it is nearly double. Come on Xero, please listen to your customers. Surely classic invoicing can be implemented on your new systems with additional features rather than changing the whole way invoicing works.
-
Erica Broderick commented
In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.
-
Andrew Syme commented
@Glenda Brown. The Function to add new tracking Options is already there.
-
Glenda Brown commented
Add tracking option at time of Invoicing is a must for me. Approval only button not approve & email as first option. Then I agree with all others posting on the community page, please read & implement urgently, beginning to wish I had never left MYOB.
-
Sammy Cullam commented
I couldn't agree more with all the complaints about new invoicing. A dogs breakfast someone called it. A very good description.
It could not be worse if you tried.
Slow, clunky, fragmented, Xero to Xero invoicing not available (What are you thinking??) click click click, too many clicks, too many tabs. I tried it and hated it.
Classic invoicing works beautifully so why fix something that is not broken and everybody likes. You say clasic invoicing has been available alonside new invoicing for a long time. Plenty of time you to get new invoicing to work. Yet still it is clearly not functioning anywhere near satisfactorily.
If classic invoicing is old platform, please, please can't you just put the same invoicing on a new platform. But leave it the same.
Thank goodness you have realised the necessity to defer the classic invoicing retirement.
I would hope that before new invoicing is forced on users, there is a huge effort to mirror the classic invoicing features and if not, the deadlineis extended again until you get it right.Sammy
-
Sarah Jacobs commented
It's crazy that users should have to ask for this - product development should be made aware of the amount of processing users do and as such need to use Xero as efficiently as possible.
-
Tim Hyndman commented
I hope the user feedback (backlash) from the New Invoicing debacle will stimulate Xero to get their act together. As a user for over 12 years I have watched this product stagnate in recent years and ignore long requested features while implementing changes of little value. Disappointing really after the revolutionary step-change it was and promise it held for ongoing improvement. I track this directly to Rod Drury's departure as CEO in 2018.
-
adrian walker commented
There is an old saying: K I S S = "KEEP IT SIMPLE STUPID" NUFF SAID!
-
Tristan Smith commented
@Andrew Syme, Back End can change, functionality can change but massively changing the button layout to something that is not intuitive is not necessary.
-
Tristan Smith commented
The new invoicing has added way too much time to the invoicing and approval process , having to recheck boxes on every invoice and especially the new approve and send buttons on the top corner, I use an ultrawide monitor and the approve button seems like it is a mile away... let us keep the classic invoicing, it just plain works perfectly as it should!
As they say: Don't fix what's not broken!
-
Chris Curlett commented
Claire is correct -If it is not broken why break it?
Classic Invoices work, so leave it alone and gradually introduce changes in a cooperative way - do not be doctorial as this is not the way to treat your customers.
I would suggest you add under SETTINGS the ability to turn Classic Invoicing on/off by the user rather than the current Starlenistic approach you are adopting>
XERO, there are so many features' Users want that you have not implemented. Please get on with these and listen to your users, who pay your wages.Do not force a change that users do not want on the user! Fix what needs fixing first.
-
Claire Parker commented
Andrew Syme, I get what you're saying, but think we all just want the functionality of Classic. No one cares if we migrate to the new tech as long as it's behind the scenes and not front and center of the changes.
-
Andrew Syme commented
Ust a quick note to all those that want the Classic version to continue. I'm sure that Xero would be happy to consider this as long as you agree that any errors or bugs will not be fixed.
The first function to fail, I suspect will be the Xero to Xero Network as it is decommisioned.
The second failure will be with Contacts as the changes for Multiple Delivery Addresses is rolled out.
The Third function to fail, will be repeating Invoices being accessible in Classic, as the changes to contacts are rolled thru.
and on and on it goes.So Please, Be careful what you wish for !!
-
Lloyd Preston commented
Lots of comments and I agree with most of them - Classic works fine so why try to fix it - however, Classic has been built on an old platform and Xero needs to move to a new platform, hence the reason for the new invoicing layout - however again, they should have taken the classic and mirrored on the new platform and then added any enhancements to improve classic rather than developers trying to re-invent the wheel and making a big botch of it. So my suggestion to Xero - listen to your customers/users, deploy classic on the new platform and then add any enhance that would make classic even better - this way you won't annoy the heck out of your customers nor lose customers or get bad publicity - this whole development of new invoicing is a nightmare - and I don't know of any software provider that has or would make this kind of PR and development mistake.
-
Debbie Jeffrey commented
There is no need to make changes to invoicing, the Classic Version is perfect as it is.
The new version has too many steps which takes longer to invoice. Time is money, and my time is wasted on all these extra steps.
Let users make the choice if they want to stay with Classic Version or not.
I have a lot of the same invoices daily for my clients and the Copy button is
a fantastic feature, the new version does not bring the client details forward,
so that is a waste of my time.
The Classic Version is not broke so why are you trying to fix it. -
Lana Marshall commented
Please just let it be our choice if we want to remain on the Classic version or switch to the new version. And the problem will be solved.