Enter your idea

I have tried to work with the new invoice that will be in full implementation soon and I immediately noticed it adds a few more steps for me when I input amount paid in the invoice. On the new format, I still have to click "add payment" on the upper right corner of the page and wait for a (slow) window to pop up and finally put in payment details such as date, etc.

With the previous format, I just scroll down the page to find the payment info and options are already there before I finally click "Add payment". It is not as fluid as the previous format. Also, after putting in amount paid, the page goes to the the main page / list of invoices. And then I try to search the page for the next invoice to me to update an invoice that was already paid, it won't instantly search under the "All" invoices tab but under "Paid" tab. So again it's another step for me to click on the "All" invoice tab and then search for the invoice number before I can make payment updates on it.

I hope you can make the new format as fluid as the old one. It simply takes longer to do work and is a step back.

The point made by Leanne McCormack, Jill Fechner and others, regarding the missing tracking of an invoice when it's been emailed, has not been addressed. This is a vital feature and you are running out of time to fix it before September. Please advise when this will be fixed.

Edit exchange rate!!

FYI
https://productideas.xero.com/forums/939198/suggestions/45640063
Requested email addition to new invoicing notes in March 2023 !!

Yes, Belinda. Post to LinkedIn and here. I think this thread is hidden until you become a customer, but it's too late by then.
Xero, an update on the thread for these requested fixes would be appreciated.
Our firm builds applications, and our response time if an issue like this was found would be immediate, with an apology, as it would negatively impact our clients.

Exactly Jill. It's beyond embarrassing Xero seems to have ignored the fact tacking correspondence is imperative for auditing and debt collection purposes.
This isn't something that should be in their "we'll get to it later with everything else we don't deem important".
An entire team of incompetent programmers who clearly aren't bookkeepers or accountants and have no idea what we actually do.....

I'll say it again, we MUST openly declare these issues on their socials as they as ignoring our complaints and investing their resources in marketing and luring in new business trapping them here with us.....

See you all in the comments section!

I was pleasantly surprised today when I went to create a new draft invoice and
a 'keep the previous Contact when using Copy' was now an option. Unfortunately dismay followed rather quickly when Xero advised that 'Contact and Item defaults will not reapply to the new invoice. If you want to reapply defaults, remove and reselect the Contact or Item after the invoice is copied.' So in short my whole point of copying and keeping a contact is to also keep all the default settings/preferences for that contact. I don't quite understand the logic behind the change.

Thanks for noting that issue, Leanne, I confirmed by doing a test that this is the case. Note displays as edited not set and no email. Tracking when an invoice is sent and to whom is crucial.
What an embarrassing oversight, Xero!!
The correct information displays if the send occurred from old invoicing.
This must be fixed asap.

The new invoicing no longer records when an invoice is sent and who it is sent to. It incorrectly records this action as invoice edited. This is a critical function for accounts receivable. All tracking is lost. Will this be fixed? Also please bring back the old email button, rather than requiring extra clicks to send an invoice.

Creating a credit note from a previously paid invoice/bill really needs to be addressed.

Hi Kelly M.
it has been mentioned elswhere but we really need to have an additional field added for both invoicing and billing.
for invoicing please add Customer P/O and keep customer reference.
To - Issue date - Due date - Invoice number - Customer P/O - Reference - Branding theme

for Billing we need to include a field showing the Purchase order number as well as the supplier invoice number.

New invoicing lost features, please understand how bookkeepers use Xero

1. When re-sending an invoice it now doesn't show that you simply emailed the invoice again, instead it shows that you have 'updated' the invoice which isn't the case. Not helpful when reviewing the invoice history during account receivables processes.

2. Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of bills. Meaning more steps involved and lost functionality.

Xero I really despair New Invoicing is truly awful in my opinion. It has lost most of the functionality, layout and usability.
Six month after reporting a serious bug in it you still havent fixed it!
That bug will catch many people out who copy from Purchase Order to Invoice and like me potentially cost them thousands of ££££s.

In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.

Then when you tab to the due date, in classic invoicing this auto filled, now you have to add a date.

I have timed how long it takes in classic as compared to new invoicing and it is nearly double. Come on Xero, please listen to your customers. Surely classic invoicing can be implemented on your new systems with additional features rather than changing the whole way invoicing works.

In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.

@Glenda Brown. The Function to add new tracking Options is already there.

Add tracking option at time of Invoicing is a must for me. Approval only button not approve & email as first option. Then I agree with all others posting on the community page, please read & implement urgently, beginning to wish I had never left MYOB.

I couldn't agree more with all the complaints about new invoicing. A dogs breakfast someone called it. A very good description.
It could not be worse if you tried.
Slow, clunky, fragmented, Xero to Xero invoicing not available (What are you thinking??) click click click, too many clicks, too many tabs. I tried it and hated it.
Classic invoicing works beautifully so why fix something that is not broken and everybody likes. You say clasic invoicing has been available alonside new invoicing for a long time. Plenty of time you to get new invoicing to work. Yet still it is clearly not functioning anywhere near satisfactorily.
If classic invoicing is old platform, please, please can't you just put the same invoicing on a new platform. But leave it the same.
Thank goodness you have realised the necessity to defer the classic invoicing retirement.
I would hope that before new invoicing is forced on users, there is a huge effort to mirror the classic invoicing features and if not, the deadlineis extended again until you get it right.

Sammy

It's crazy that users should have to ask for this - product development should be made aware of the amount of processing users do and as such need to use Xero as efficiently as possible.

I hope the user feedback (backlash) from the New Invoicing debacle will stimulate Xero to get their act together. As a user for over 12 years I have watched this product stagnate in recent years and ignore long requested features while implementing changes of little value. Disappointing really after the revolutionary step-change it was and promise it held for ongoing improvement. I track this directly to Rod Drury's departure as CEO in 2018.