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.
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Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell.
This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central.
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Luke Armstrong commented
I thought I would try new invoicing again before the shutoff to see if it matched Classic invoice functionality but not yet. So mouse heavy. Too many clicks, too many tabs. Buttons hidden under drop down menus.
Most annoyingly there is no "Focus" on the "Contact" field when you "Save and Add Another".
The popup of last invoice entered hovers for less than 10 seconds. (In Classic it was at the top of the page)
Autosave causes data entry issues (missing numbers or values)
The History is a mess of "Edit"s
Email invoices sent from New Invoicing have a different format and don't use my templates. Looks like a demand for money now. Can't set Organisation / Trading name if more than one business.
Does anyone on your team actually have any lived experience of entering invoices into Xero?
Classic invoicing is still superior
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Accounts . commented
@Kathy Skinner - " don't use shortcut keys so no use to me. I tried the new invoicing layout and still hate it, still too much white space - should be nice and compact like classic, and still too many clicks to do anything."
It seems that the UI team haven't grasped that what Apple/Satchi/et al aggrandize as great design for *advertising* doesn't make a great UI for productive work, and they seem to have completely missed that invoicing is a core tenet of an accounting system.
I agree about the copious, useless whitespace. "Here's a tiny view of an uploaded invoice that you can't read, because we wasted 3/4 of the page with padded whitespace. We don't care that its unusable, please vote for us in this year's design awards. We like Apple." -
Accounts . commented
I'd like to see a commitment from Xero to not delete Classic invoicing until New invoicing has at least caught up with Classic in terms of features.
I'm looking at alternatives in case the enshitification continues. -
Jisel Fernandez commented
I agree with Charlotte. Also when adding product items you type the item number and it's not quick enough to bring up the details and this annoying new item screen pops up.
The autosave it's a pain, you don't have the cancel button anymore and if you want to cancel the invoice you need to go to drafts and delete it.
There are a lot of things to improve in Xero but invoicing is not one of them so I don't get why you are changing something that works.
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Charlotte Watts commented
Am finding New Invoicing very slow and lagging.
When opening a draft invoice and removing a line it then takes ages to update the total and actually let me save it. Very frustrating and something that was not an issue in Classic.
I need to be able to turn off auto save, it is creating duplications and causing it to be slow at responding to changes.
Need to be able to select a default option for the approve button, approve and e-mail is not applicable to 95% of clients.
The keyboard work around is ok, but still not ideal.
Being able to enter payment details at the bottom needs to be put back, this was simple and it worked, there is no need for it to be anywhere else.
We need this fixed and working before Classic is turned off. -
Anthony Kear commented
My main shortcut for Date Entry was mousewheel - which still doesnt work
Files attachment still has the tiny box - so still doesnt work like you said
Invoice number replacement still doesnt work
Upload file button is on different sides on some screens for no reason
Need I go on?
Fix this **** or let us keep Classic -
Anastasiia Dorodnaia commented
Could you please update us on whether Xero plans to have Xero-to-Xero sending available in New Invoicing, as it is in Classic? This is a very useful feature, which we use daily for intergroup invoices.
And no, e-Invoicing does not solve the problem, as some of our Xero companies are registered as one (with one business number) and are separated in Xero only for internal purposes. I pay you double the subscription for each of them and expect better value for the payment, especially as your software has become increasingly difficult to use.
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Olga O'Keefe commented
@Justine Quarrell
Thank you for posting your comment about random account numbers. I noticed it as well! I guess it is connected to autosave problem. Autosave interrupts the workflow. For example, if you are typing 458 and after you hit 5 the autosave is saving "8" won't be recognised and Xero will input 450 instead.
I hope the horrible autosave will be optional.
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Naomi Gibbins commented
Can we have the "Approve" button back? We don't need to email every invoice - can you just give us two buttons - it would keep customers happy & I'm guessing be pretty easy to create.
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Dan Gerard commented
I used to love xero. I told everyone I could about it. now I actually have come to hate parts of it. It's tech driven not customer centric. I would switch in a second if I heard of a better one, but I'm too busy to look and listen. My loss.. Plus the owner bought himself a 60million dollar home. Go figure. The new version is forced on us and i really HATE it. Everything takes longer. Its not logical. Let us use both.
(Edited by admin) -
Steve R commented
OK, the CTRL-ALT-A shortcut to approve rather than clicking the "approve and email" button is a good start.
The CTRL-ALT-Y shortcut to then record a payment is also a good start, but the record payment pop up doesn't allow for typing to select the date/account/etc, so it's still way slower than classic invoicing
It would also be useful to have hints on the page for the shortcuts, I never knew about those until following the link from Kelly's Jan 30th update -
Justine Quarrell commented
Have you been able to fix the auto fill of the account code which selects random account codes.
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Jisel Fernandez commented
Sorry @Kelly, but so far all the changes in the new invoicing do not improve the workflow. There are more unnecessary clicks, and the buttons have been moved around to less efficient places.
What is the point of having to click a button to add payment when it was easy to have it at the bottom of the invoice? It is not an improvement
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Alison Walker commented
@KellyMunro, there are 27 days until you force us to use the new invoicing layout and yet you are still claiming to be updating it to be more like the system that we want. How crazy is that. 7 years in the making and it's still an abomination. Classic works so why not allow us to continue with Classic? You really are not listening to your clients. All I can say is thank goodness I'm leaving my current employer today and when I start looking for a new job in a couple of months one of the questions I will be asking is what accounting system they use. If it's Xero I won't even go for an interview, Xero is that bad now - you are just not listening to us.
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Kathy Skinner commented
I don't use shortcut keys so no use to me. I tried the new invoicing layout and still hate it, still too much white space - should be nice and compact like classic, and still too many clicks to do anything.
I checked the history for this one invoice and instead of 3 - 4 lines for the initial invoice in history I have 11 lines just to do one invoice. Every box clicked is reported as edited - don't need all that extra, I don't need to know I edited the reference change from to, or the due date changed unless I actually change the date at some point, how many lines are we going to end up if we have to go back in and edit something again later on.
This should be exactly the same as in classic, what a pain if I ever have to use this in future to prove who an invoice was sent to as they don't need to see all that as I PDF the history.Seriously you have taken Xero backwards and still overlooking what people are actually saying and going ahead with things that add additional time to busy workloads already.
I actually dread year end work now given a lot of my invoices are issued at year end for the following year and having to use new invoicing is going to be a nightmare.
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Rae Stanton commented
Also ... can we bring back sending invoices from our own email address rather than the @xero address? Those continue to get lost in people's spam folders
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Rae Stanton commented
Thanks for the update, but there's not reference to these ongoing issues:
- When are you going to fix the issue with invoice numbering? I'm sick of having to manually determine what the last invoice number was to update when I delete a wrong invoice number. We still just get "there must be an invoice number" message and the just-deleted invoice number annoyingly put back in.
- When will you fix the issue with Invoice History and Notes?
These things are deal breakers for a lot of us. PLEASE PLEASE PLEASE don't force us to use new invoicing at the end of February. You're "new" system isn't as robust as the classic invoicing. We don't want it! We want the full functionality of what we had. Feel free to keep adding new things no one really wants/asked for, but for the love of all things tech, PLEASE give us back the things we rely on. We do these tasks every single day and you're making it really frustrating to use your product.
Sidenote: when I login and you ask for a 2FA code, can you PLEASE make that field active so I can type the code in WITHOUT having to click or tab to the field. That one feels like a no-brainer to me.
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Tanya Spence commented
Appreciate the update Kelly, I only have one question and one MAIN reason that I refuse to go to new invoicing and that is the history. Has this been "improved" back to what happens in classic with the tracking of every time the invoice is emailed to the client with the date, time and email address???? This for me is a DEAL BREAKER and I've given up testing it.
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Claire Annals commented
I tried it again after the email this week. It still doesn’t work for me as I still have to click on several drop down lists to do what I used to be able to just tab through, I still can’t just type the date - you have to select from a drop down calendar - but I’m glad it no longer assumes every invoice is dated ‘today’. Entering a payment in an invoice takes several seconds longer. Multiply that by the amount of payments I deal with each week and new invoicing still adds unnecessary hours to my workload compared to using the old version, I can’t justify passing that cost for my time on to my clients when the workload has increased, just xero is forcing us to use a slower process from March.
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Alexander Sheldon commented
I agree. Having 2 approve buttons would be great. Or the ability to set a default per contact would be amazing. Maybe make it smarter, and if an email address is entered on the contact then I want to email it. If there is no email address then it's obvious I don't want to email it.
Also, you mentioned in the email today that the date picker has been improved, but not on the add payment screen. That still takes ages compared to before. Classic used to be Tab x 3, Press 1 or 2 to select the right account, then click Add Payment. Took about a second. Now everything is click, click, click, click, click, click. So inefficient. There is the ability to type in the account box, but you need to click the box first, and then it doesn't auto select the top option, still needs to be clicked again, so what is the point?