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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adrian walker commented
when invoicing on the new invoicing system the standard is set to "Aprove & Email" but it should be set to just "Aprove"?
This is adding more work and mouse clicks to a busy workload..
when I want to send invoices by email, I send my invoice pdfs via my business email system so it can be tracked better but also it is better.Also I print off invoices that get sent by post in a package or given by hand.
I am sure many other businesses will be the same, Xero should not assume all invoices are sent by email...!
I think the top main option should be "APROVE" and then if another option is required then it can be selected.
OR
Perhaps have two buttons 1) "APROVE" 2) "APPROVE & EMAIL"We need to keep to a simple streamlined work load that is logical.
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Jill Fechner commented
I just responded to a Xero Customer insights survey. Not happy, fix new invoicing before you retire Classic
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Lloyd Preston commented
Well just over a month to go before they supposably close of Classic Invoicing and force all users to use an inferior user interface.
Have they listened to any users? Nope, still have not got New to anywhere near like the functionality and efficient layout of the Classic - actually the name sames its Classic - judged over a period of time to be of the highest quality and outstanding of its kind.
Now on their, Xero, web site they say: We’re with you every step of the way
Our new and improved invoicing has been designed to bring you more flexibility and customization options – and help you get paid on time. We’re committed to evolving every product we offer, to create the best experience for our customers now, and into the future.That is a lot of political cover up in my opinion and based on continual comments coming through I think a lot of users will agree.
They even go further and say: As always, your feedback is essential, so please share your thoughts on Xero Product Ideas. Your input ensures new invoicing can continue to meet and we hope, exceed your expectations as we evolve it. Please check out Xero Central for the latest updates and helpful resources.
Have they (Xero) listened to users feedback - don't think so, still same old issues keep coming through on feedback including no proper history tracking, payment detail at top of invoice (Xero keep pushing for getting users to use their payment system - get paid quicker - will I don't want to so stop trying to push something onto me - its like spam in my opinion - would like to push this to the Commerce Commission - might be an idea.)
Anyway - I will stick with Classic until it dies - but must say Xero, users are not happy and I don't see how your shareholders can be - given you haven't paid them a dividend yet - as far as i know - and will this push to New drop the share price - it would in my opinion.
Ok, back to work on Classic invoice for a new sale - quick and easy in Classic horrible and time consuming in New :(.
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Kelly He commented
Totally agree - the classic version is much better and faster than the new version in terms of all functionality.
Tried the new invoicing version, it took so long for it to load even with a couple of line items. Tried every month but see no improvement in this area. This is so inefficient and time wasting when you have so many invoices to raise each day.
Also, in the editing screen, you can't even see the full name of the GL Account, only the first 17 characters are showing. I even tried to zoom out of my browser, it still doesn't work. It's not user-friendly at all if you have to click on each GL code to review their full name for each line when you have 40-50 lines to review on the invoice. You also need to scroll horizontally to view all the invoice fields - again not user-friendly at all.
Besides that, the new auto-save function added maybe it's useful for some users. But, it would be great if we can choose to use that function or not. I'd prefer to make the changes and review the changes before clicking Save as draft.
I really hope the the classic version can stay. Or at least it should be extended to the point where all these issues have been resolved before you roll-out the new invoicing function. It's definitely worth for the product team to sit down and actually test out on the functions before they launch it. -
Melody Seefeldt commented
I'm here to add my frustration with the change to applying payments to invoices. Making it a button is HORRIBLE! Having to use a drop-down for the date is HORRIBLE! Please move it back to the way it was as a grid below the invoice. This redesign slows the process down AND has increased errors with dates. I'm glad to see you're planning to fix so that we can type in dates. Please get rid of the button and put the payment grid back where it was.
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Ana Labosky commented
Can we add an auto-save to the new invoices and cancel as well. thanks.
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Emily Aspden commented
The lag is ridiculous. You end up either doing the same task multiple times because it didn't register the first few times, or you miss a task because you think you've done it but you don't realise in your flow that it hasn't even saved (like adding attachments to an invoice).
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Laurie Bartron-Ingram commented
It seams like everything they change just adds more clicks, not in any way is it reducing them! It is so frustrating and the lag/delay now is just adding even more time to complete simple tasks.
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Anna Conaghan commented
Why on earth would you think it was okay to remove the Invoice due date "Today" from the invoicing options?? I am sure I'm not the only person who invoices for payment in advance (ie pay today, your goods get shipped today) but now I have to actually select the date instead of choosing a nice simple button to select - adding more time to my invoicing day.
It's the little things Xero!!
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Linda Carlos commented
Moving the payment button to the bottom of the invoice as it is in classic would improve the flow of the invoice procedure.
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Fiona Davidson commented
“1.5 seconds per extra click/scroll/feature distance increase at an average of 4 extra clicks/scrolls/distance increase per process x 10 per day x 5 days per week x 48 weeks in the work year x 4.2 million subscribers boasted by Xero = 16.8 million extra hours (that’s 1917+ years that Xero customers have to work, or pay their staff to work, because programmers/designers/tech team think its comparable.
So Divya Jolly you claim 70% of people are 'happy' with new invoicing, the other 30% still have have to work (1917 years x 30%) an extra 575 years.... thanks... -
Andrea Michelotti commented
It is simple ridiculous what you have released! Ok it looks better...but does anyone care about the look when we lost functionalities and efficiency.
The amount of click to add invoice payment and to send the invoice to clients it is unacceptable in 2024!!! Not to mention that it is impossible to copy email addresses from the "email" functionality to be copied in the bank payment notification!
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Neil Cooper commented
In the old invoicing, when I tabbed from one field to the next, I was always able to then enter text in whatever field I had tabbed to. This doesn’t seem to happen under new invoicing which is a pain. Is this going to be changed please?
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Claudia Schenz commented
I 100% agree with Damon O'Keefe! Those constant pop-ups are distracting and annoying, I don't need a reminder each time I create an invoice that Stripe needs more information, for the invoice date I need to scroll down too far to pick my own date. But what bothers me most is that it is sooooo slow! We run on very good Wifi connection, but since I allowed the new invoicing system every process takes ages!
I also think it would be good to have a choice of default discount options. In 98% of cases I am using % as my preferred discount option, so instead of each time remember that I have to add the %, one should have a default option.So yes, please, work on those issues and once it is perfect get your paying customers back to the new system, for now I will switch back to the old one.
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Toni Godfrey commented
So pleased to see that classic invoicing is remaining for a while longer though feel that xero is being untrue when they explain why it has been extended - time to face it xero - many people are unimpressed with your 'New' system and want the much more user friendly version to remain. The negative comments online are increasing - wonder why?
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Melanie Self commented
I absolutely hate the "New Invoicing" as far as I am concerned there is nothing in it that actually improves it for us the users! The function for finding the address with the postcode / zip code is unavailable, meaning that the need to write out the full address is down to the user and this may seem trivial but it all takes extra time and it all adds up. Just leave it as it was, at least keep the option open for those who would rather stay with the classic, please!
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Caversham Physio commented
I'd like to be able to tab across to the date, and manually enter in the day / month, then tab across to the next box - like I can now. Rather than having to use the mouse to click through all the options to find the required date. New version is too slow, too many steps & clicks. I much prefer the old version. For ease and speed.
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Fiona Davidson commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
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Michelle Waldren commented
Agree, I prefer the classic invoicing. I don't like the layout of the new invoicing and it isn't as user friendly. We pay for this subscription, we should have the option to stay with classic invoicing.
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Sonia Watson commented
I like the classic invoicing as everything is compact and easy to read. I do not like the layout of the new invoicing at all. Please leave classic invoicing as a permanent option.