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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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Damon O'Keefe shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

We also have some updates coming to;

  • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
  • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
  • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

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  • Belinda Johnson commented  ·   ·  Report

    Bookkeepers don't want "beautiful" with promises of bells and whistles (which all listed are currently available in classic, so unsure how exactly they are new and wonderful?).
    We want FUNCTIONAL. We want the BARE MINIMUM.
    We want to AVOID RSI. We want PLAIN AND BORING.
    We want to be able to SEE EVERYTHING AT A GLANCE without having to look across the giant monitor in glaring white at giant letters to try and hunt out information.

    This is actually the worst. The worst ever and whoever made these decisions should be fired.

  • Belinda Johnson commented  ·   ·  Report

    Xero have removed so much functionality it's genuinely absurd. To no longer be able to send all receipts and POs to Xero Files to generate Bills and Invoices to is a massive oversight.
    It's literally how I generate EVERY SINGLE BILL and INVOICE in our system.
    EVERY. SINGLE. ONE.

    Absolutely absurd and unable to function.
    If the new invoicing is not fixed (aka able to do everything the old version is capable of doing) then I will have no choice but to switch to QuickBooks or MYOB.

  • Chrissy Friend commented  ·   ·  Report

    I totally agree with all of the comments in this discussion - new invoicing system does not measure up to the classic version and until customers are satisfied with the new version then Xero should NOT be considering retiring the classic version.

    Xero need to start listening to their customers. It seems quite arrogant when a Company just makes these changes without consulting the actual people who use the program.

    If it aint broke - don't fix it -

    Please consider your customers needs and keep the existing Classic Invoicing version - the new version just doesn't cut it.

  • Averil Dobson commented  ·   ·  Report

    No email address shown in the history and notes is crazy. We rely on this feature for chasing money.

    Files can no longer be copied to an invoice and remain attached to the invoice. We used this feature to copy information from an invoice and add it in the description a really useful feature. You can no longer send a file into the inbox that you can then add to an invoice or bill. only way to add now is to upload to the bill or invoice which takes loads longer. We use the attachement as a look up to ensure the details we are invoicing for is correct.

    Not having that there is not an improvement.

    I personally like the bigger boxes and ease of moving items up and down the screen.

    Files attached from the file inbox - not able to create bill or invoice from them anymore
    not having the same level of information in the history is a big issue. Especially emails.

    If we send to the wrong email address we know we have done this by looking at these notes.

  • Jim Woolgar commented  ·   ·  Report

    Absolutely agree - every area seems a regression

  • Jacqui Rood | Girl Friday Ltd commented  ·   ·  Report

    In classic invoicing if you want to delete a line, it's one click. Now it's two clicks. If there are 25 lines... that increases to 50 clicks!!!!!

  • Peter Goddard commented  ·   ·  Report

    Obviously whoever has designed new invoicing doesn't use it daily, like Damon has commented almost every level has additional clicks or steps, it is completely non-logical and many great features of classis like inventory level not even shown, please don not turn off classic invoicing, think the ONLY benefit is the possibility to put amount or percentage in discount, but you can't do calcs in that liine now like you could in classic either, I'm refusing to use it.

  • Kathy Corbett commented  ·   ·  Report

    I'm going back to Classic as the new invoicing isn't very user friendly. I have lost the ability to add my tracking categories - how do i track my income against my projects now??

  • Kathy Marshman commented  ·   ·  Report

    Please rectify all the problems with "new invoicing" that users have advised in this Xero community thread before forcing it upon everyone.

    OR...

    Just maintain the current invoicing for those who prefer its functionality.

    https://central.xero.com/s/question/0D53m00009Ot6y8CAB/do-not-do-away-with-classic-invoicing?fromEmail=1&s1oid=00Do0000000biwC&s1nid=0DB1N0000008Yml&s1uid=0051N000006ySrN&s1ext=0&emkind=chatterCommentNotification&emtm=1707297936031

  • Heather McDonald commented  ·   ·  Report

    New invoicing doesn't just look ugly, it lacks functionality which already exists in classic invoicing. Fix the issues first, then come up with a timeframe for the transition. Not vice versa.

  • Anastasiia Dorodnaia commented  ·   ·  Report

    I absolutely agree that the new invoicing is a step backwards! I've just started to use it – never bothered to do it before – and I find the new invoicing ugly and clumsy. It seems obviously designed and created by someone who never used it :(

    Additional issues include:

    1. Too many clicks to email. It is better to have the "Email" button available first than "Add payment". We email every invoice, but only a few invoices require added payments manually. Most invoice payments are reconciled from the bank account. It is waste of our time and space on window.
    2. Downloading PDFs: Why does it need to be opened in a browser first? I want to download it, not look at it.
    3. Adding a contact when copying the invoice: Why is it not copying?
    4. Attaching a file: Why do I have to save the invoice before attaching the file?
    5. No Xero-to-Xero sending available.
    6. No "Unicorn" fun available :(

    Please do not retire the "Old invoicing". It is very rude to do to Xero users.

  • Gregory Yorke commented  ·   ·  Report

    Probably in a minority, but we use Xero Network all the time for AR/AP between our two entities, and it's not possible w/ New Invoicing, greatly increasing the chances for error. A big step backwards.

  • Ian Thompson commented  ·   ·  Report

    Still no PO field, still no delivery address. Retain ‘Classic Invoicing’, fix the problems and introduce features users have been asking for for the last 10 years. ‘New Invoicing’ is not required; at least until it’s equal to or better than Classic.

  • Stuart Brown commented  ·   ·  Report

    NEW invoicing is not good for me for many reasons. I will be forced to move my invoking away from Xero if you choose to implement only New Invoicing. And if that’s the case, I’ll move my accounting away too (as my Accountant is not a Xero fan). Up to you Xero.

  • Caroline Sweby commented  ·   ·  Report

    Totally agree with this. Do not make the inputting of invoices and payments so difficult. Classic invoicing works so do not remove it. Listen to your users or I will have to consider changing software for all my clients.

  • Julia Berry commented  ·   ·  Report

    Please listen to your users. So many people are sounding unhappy with the new Invoicing. User experience is everything and the New Invoicing lacks many critical features, is slower to use, requires more mouse clicks and navigation and slows down what should be a seamless process. Xero please attend to these issues before rolling out the new version.

  • Richie Farrell commented  ·   ·  Report

    Not having the customers address visible once the invoice is updated has added an extra step for us now as we are having to click on the customer to see if it is the same as the address attended.

    Also an extra step in having to click 'send me a copy' for each invoice before it is emailed.

    Not a fan of New Invoicing. Let's hope they bring back some of the features from classic. Oh and while I'm at it................an option to charge interest on accounts would be super useful.

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