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Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details

As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.

1. Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.

2. Redundant Summary Details: Entities responsible for payments meticulously review each invoice item to process payments accordingly. Therefore, summarising these details in the email adds no functional value and complicates the payment process, as they cannot merely pay a lump sum based on the email summary.

3. Simplicity is Key: Our clients prefer straightforward communication. The additional elements introduced in the new template clutter the email, deviating from the clean and direct format that our clients appreciate.

4. Privacy Concerns: The new template increases the risk of financial information being exposed inadvertently or through security breaches. The visibility of invoice details within emails could potentially reveal sensitive client data to unauthorised viewers, thereby compromising privacy.

5. Request for Consistency: The Classic Invoicing system's email template was well-received and effective. Is there a specific reason why the Product Team cannot maintain this format? Keeping it would avoid these issues and support our goal of delivering an undistracted, high-quality client experience.

I believe reverting to or allowing an option to maintain the Classic Invoicing email template could significantly enhance the service experience we strive to provide. I would appreciate the Product Team's consideration of these points and look forward to a resolution that aligns with the needs of businesses focused on providing an exceptional client experience.

Regards,

Andrew Chadwick

New Invoicing is a nightmare. We use tracking categories and once a category was assigned to a company or client it would auto populate in the invoice. Now even though the tracking category is assigned to the contact, it no longer auto populates, I have to select it from the drop down menu. If someone else is doing the invoicing and is not familiar with the client category it means going into the contact in Xero to find that information and then back to the invoice to select the category. its very clunky and not productive. I dont like the new invoicing at all.

As Chris Kabacznik said:
"it also seems to take one click on the attach file button then it waits for 5 seconds or another click until the library button appears, after it has loaded click to view the document in side view"

Why can't I drag a file to the invoice as before .. clicking attach is extra steps... simple fix.

seb

100% agree with everything Chris Kabacznik

These are all of my exact same issues.
Invoice from Xero Files, auto drafts, tab creates new customer, the layout.... all of it.

Beyond exasperating!

Agree. The number of steps and clicks has increased dramatically, leading to processing an invoice taking 4 times longer than the classic view. Pop-ups are extensive and unnecessary.

I use Xero to enter transactions from another system, I, therefore, need to look at the attached file in side by side view to transpose the information into the invoice. We are basically using Xero as accounting software only not POS. At present, you can not start a new invoice from the file library it simply will not attach. If you then create a new invoice you must first enter a customer before being able to attach a document, it also seems to take one click on the attach file button then it waits for 5 seconds or another click until the library button appears, after it has loaded click to view the document in side view, and finally at the end click the dropdown button of approve and email to simply get approve as I don't need to email the invoice. Plus this button is at the top which is illogical and not consistent with another areas of xero.

In the previous classic view you could start a new invoice from the file library, it would automatically display side by side, I could then transpose the data straight into Xero as I can see the original document and I could just simply tab the entire way through the process (approx 10 second per invoice). Now it takes approx 30-40 seconds to enter an invoice, having to remove my hands to/from the mouse/keyboard approx 6 times instead of once.

Another bug is that if you type in part of the customer details and hit the tab slightly before it finds the customer it will automatically create a new customer, so far I have made around 5 new customers (in around 10 invoices) which I then have to go and merge, archive. The old classic view would only save an incorrect customer once you hit approve.

Finally, can we turn off automatic draft save... it's bloody annoying. Theres a save draft button there for a reason.

Damon is so correct - the way XERO has handled the whole new invoice process is appalling!

Then they want to foist the mess on users.

XERO implement the user suggestions which will help you regain some level of user respect.

Come on XERO how about admitting you have made a mess of the project and stopping it. Put the time and effort into what users want and there sugestions.

Default Settings should be stored in the User Login Profile along side the Permissions assigned to the user for each company. These "Defaults" should include what the user wants as the default action for ANY Dropdown Button. EG. New Invoicing: Adding Billable Expenses - Add items SEPARATELY rather than as ONE. This used to be 2x buttons now it's a Dropdown Button with the wrong default 99% of the time. Same goes for New Invoicing Approval Button - Approval & Next or Submit for Approval & Next instead of Approve & Email. AND Next should be picked from the sort order in the Drafts Listing - Thus Chronoligical Order would be possible!

Switched again briefly today to see if any improvements... WOW!
STILL SO LAGGY!! Unbelievably slow.

And WHY do I no longer have the option to create Sales Invoice from Xero Files?

Now I have to create a new invoice and THEN attach my file only after choosing a supplier? Why? Do you know how much time this change will be adding to my days?

Absurd. I hate it here.

OMG! After several months of not using New Invoicing I have tried it again.

Well what can I say. It is just as dreadful as before. To many clicks, functionality doesn't work, layout awful.

Biggest issue is when copying from a Purchase Order to an Invoice it populates with the suppliers details and buy price NOT the sales price as per Classic Invoicing! I reported this as a bug to Xero support many months back and was told it was going to be fixed as priority! Well it hasn't along with the raft of other functionality issues.

Really what are you doing Xero except trying to loose your customers?

I will continue to use the old version of invoicing as long as possible. The downside of the new version of invoicing is it doesn't automatically add the correct due date on the invoice and it doesn't add the correct VAT rate. These have to be manually added where the old version of invoicing carries this information from the account details

Please please delay the migration to New invoicing. I switched to the new for a month and found it time-consuming, not keyboard-friendly (lots of scrolling and clicks), and too much white space. You need to compact the view and leave the files at the top. I will be remaining on Classic as long as possible and could well be migrating to another program if the current new style is enforced.
YES ....Its that important XERO to our daily lives. Come on listen to your clients.

You are so correct - we are the USERS and as such should decide if we want use the new invoicing or not. If it is so great, then everyone will migrate Hepperly - Stop treating us like children!

COME ON XERO - we pay your wages how about working for us!

It would be nice to have an option to KEEP the older invoicing version. When I need to check that a bill has an invoice attached, it is easier to see the attachment icon at the top of the screen. On the new invoicing layout, I have to scroll all the way down the the bottom of the bill to view this. This is annoying, and time consuming - more clicks to get down to that position. In the original version, the icon is at the top RHS of the screen, a click on this is easier to see and use to view the attachments.

There are just far too many issuers with the New Invoicing for anyone to adopt it with confidence.

XERO you are playing with the livelihood of people and to force adoption of the new format is not the way to go. If it is so good, then people will migrate with confidence - if there are issues and you force people to use it then their is nothing like a disgruntled customer to damage a business - your business!

KEEP CLASIC INVOICEING!

Regarding Saving the invoice, again more clicking to get what you want, please revert back to the classic style, this new invoicing is encumbersome and painful. I am a keybooard user and prefer to tab rather then mouse click all the time, I feel this is going backwards to have to point and click constantly.

Not sure if this has been added prior, but take away the need to click to add a file, drag and drop as per classic was much easier and efficient, this new method is going backwards and time consuming.

When in the new invoicing screen I have noticed that the inventory items are not showing (i.e. how many in stock / not in stock).

Old features did the work! Changes such as Xero apps ability to send receipts and quote reminders have been in discussion for long with no or little progress.

Hi again Kelly, give up already, Listen to your clients, roll out the OLD features and then add to them. I still can NOT copy an invoice to the same client, I still can NOT add a discount without extra key strokes, it still looks like a pigs ear. I have asked my accountant to come up with alternative software providers. After having been with xero for 13 years I am making moves. I left MYOB in 2012 because it crashed all the time, now in the last 2 years xero has made lots of dumb changes, like the new reports, so time to find a new player.

When are you going to fix the Invoice Numbering issue? Case Number CX0014508244 which was raised 18 December 2023. With only 4 months until we are forced to use the new invoicing system ... what is a simple bug fix is yet another way this "new" system is inferior to the existing system.