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.
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.
There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog.
Since my last post there are other changes that have been made to enhance new invoicing, including;
- the ability to attach a file from the files library,
- being able to view files in a side by side view so you no longer have to click across to another tab,
- automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and
- being given the option to mark an invoice as sent when printing.
All of which help reduce the number of clicks that you’d have to make for these actions.
We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.
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Heather McDonald commented
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.
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Anastasiia Dorodnaia commented
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.
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Gregory Yorke commented
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.
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Rob Pennoyer commented
Better yet: keep classic invoicing.
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Ian Thompson commented
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.
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Stuart Brown commented
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.
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Mark Larrington commented
New invoicing is awful. 👎
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Caroline Sweby commented
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.
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Julia Berry commented
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.
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Richie Farrell commented
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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Kreeta Kasempiyarom commented
I would like to add feedback to the new invoicing as well. First of all, this is appearing to be a classic case of over-engineering. Making things more complicated than necessary without adding any immediate benefit for the added complication. Here are a few things I'd like to add specifically:
1. Everything is too huge. I don't know what screen resolution the programmers have (probably some UHD screen), but for most accounts who use standard 1080p screens, everything is massive which results in text getting cut off, or zooming out required. Why?
2. Copy and paste no longer seems to work in the "PRICE" field. WHAT?! For a user base that deals in high amounts of data entry, how can you disable pasting into the invoice? You want to force everyone to manually key in every single number? That's completely unreasonable. I hope that is just a glitch, and not intentional.
3. Can we please get line-item counting. Sometimes we just need to know how many line items are in an invoice and having to manually count 50 lines of entries is such a pain in the butt and often results in errors. Just a simple "1, 2, 3"option at the beginning of the new line item would be tremendously helpful and a feature actually useful.