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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Chris Curlett commented
I do so agree with Damon - Keep the old system
Do not break that which is working.
I still have not been told WHY these changes have to happen
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Freya Pieroz commented
@Claire Barning that's just one of the many reasons the New Invoicing doesn't meet the Accessibility requirements of the Web Content Accessibility Guidelines. Anything that requires mouse usage is unusable for people who can't use a mouse (like when I had hand surgery)
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Helen Mutch commented
The more i read the comments the more i feel like Xero should scrap the new invoicing and just leave the classic version as your new version is not as user friendly.. why do you not listen to your actual users???
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Chris Curlett commented
PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from a draft invoice
I SO AGREE WITH THIS
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Ziegfried Kritzinger commented
PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from a draft invoice. 🙏🙏🙏🙏🙏😭😭
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Denise Barnard commented
When copying an Invoice - please keep the customer's name. In the new invoicing when you copy an invoice you need to re-add the customer, which not only cause more clicks but can also lead to mistakes.
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Rob Pennoyer commented
Xero: Check our our new invoicing! It has 25% of the features of the existing version!
Customers: The missing 75% includes dozens of show-stopper problems and missing functionality that aren't merely inconvenient but literally prevent us from working.
Xero: How about 30%? It'll be great! You just don't understand software! -
Mark Larrington commented
Well Xero you are certainly living up to your UK TV advert and running a marathon in quicksand! I for one feel totally insulted by ignoring of the simple message that users are telling you to simply IMPLEMENT ALL THE CLASSIC INVOICING FEATURES to keep you client base happy.
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Claire Parker commented
Great, but these are additional features and not ones that most users are having issues with. This is the proverbial re-arranging the deckchairs on the Titanic - we need the basic functionality sorted out before you switch off Classic.
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Tara Broderick commented
Hahahahaha - Ignoring every comment here AND updates showing that they are ignoring them. That's bloody hilarious.
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Linda Brown commented
Thank you.
These are all great improvements, but please remained focused on the operational side of data entering an invoice. Like - copy invoicing keeping the client selected, and tabbing between fields in a Z (sequential) order and where the date picks up today's date just on a tab function etc.
If you can restore the data entry time back to where it was for Classic invoicing, then you're well on your way to keeping your clients happy.
Thx
Linda -
Ali J. Karim commented
Unfortunately it's still terrible.
Can there be a lawsuit against Xero for getting to move from traditional systems getting used to fantastic features and then moving it back to the old legacy weird clunky shyte systems? -
Lloyd Preston commented
Agree entirely with last two comments - thanks Fiona for stating it clearly - if it isn't broke then don't mess with it.
What would be good for you to play with is the inventory system - a few years back you brough up another company inventory system and was supposed to incorporate it into Xero - this included the batch and location facility - here we are years later with no update on that which would add a lot more value to the basic Xero package - but instead you mess up invoicing. Listen to the users - or at least talk to them about what is working and what could be improved - unless there is some big picture stuff we are missing?? -
Claire Barning commented
Hi Kelly - in the original invoicing system, we could tab through easily, selecting customers, date, etc = now we need to use our mouse all the time to select options (customer, date etc), and if you do tab from one of these, it starts back at the top of the internet browser. Please fix this also.
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Fiona Dieleman commented
I actually would dare someone from the "design team" to call me and talk about what they did and why it is not a good thing. It won't happen, my phone won't ring....
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Fiona Dieleman commented
Kelly, that is all pumping water to save the ship. You need to put ALL the functionality of old invoicing back in place, and get rid of that stunted 70ies telex page look and go back to the old look, then introduce new features. You have taken away ALL of the features a small business uses daily. Like the new reporting which is diabolical, this is another suck it up people effort from Xero without asking us what works and what we want. Mumble about old platforms how ever long you want but the essence is you took a good working system and dumped it in the bin and ****** off a lot of people by rolling out and hunk of junk.
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Rae Stanton commented
100% ... this is such a big step backwards from a functionality perspective!
My main bug point at the moment is this: I sometimes generate invoices from another app, which syncs with Xero. Those invoices have weird invoice numbers, so the first thing I do is delete the app-generated invoice number and then old-invoicing Xero works out my next sequential invoice number and adds it in.
In the new invoicing system, it doesn't let me delete the weird invoice number. I delete it, Xero puts it back in. EXTREMELY FRUSTRATING.
So when this "new" invoicing is forced upon us, I'm going to have to open a second window to look up my existing invoices, then MANUALLY INSERT THE NEXT INVOICE NUMBER. That is absolutely NUTS.
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Nerissa Cope-Allen commented
I agree with every single comment! The new invoicing has absolutely zero improvements and sooooo much loss of usability, efficiency and flexibility.
It seems like one of those big, poorly thought-out change-management ideas that inexperienced business teams come up with and are usually nipped in the bud by internal stakeholders or experienced staff members who know that the consequences for the company will be far-reaching. -
Bryan Steel commented
100%
Adding a payment to the invoice is a perfect example. How do you change something so easy to something so stupidly difficult?
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Dale Murray commented
Agreed - it now takes 2 clicks to delete a line item. We import transactions on to invoices and then delete what we don't charge. It used to be very simple and is now tedious, due to two click requirements to delete a line.