New Invoicing - Keep Classic Invoicing
KEEP THE CLASSIC FORMAT FOR INVOICING
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
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susan Gorring commented
New invoice has created a series of "coincidental "errors in XERO
GST being the most frustrating oneThe new invoicing is horrible to work with and caused a series of over checking and should be scrapped Nothing good about this compulsory change and why would you change something that was magic to work with and now this clunky invoicing that offer E invoice and that's it.
Really no improvement just frustration
I used to email via network key and now that is not working all the time -
Freya Pieroz commented
I've had to zoom out all my tabs/windows to 80% in order to make the New Invoicing slightly more functional - it hurts less for text to be too small than for text to be too far apart. Unfortunately, this means that I have to manually zoom back in on non-Xero tabs when I want to read something, and when creating or editing an invoice, the border between line item descriptions disappears when at 90% or less.
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Chris Curlett commented
Another case of not listening to users.
Apparently, users are controlled by software developers! This is the wrong way around.
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John Kennedy commented
Adding my vote to this.
I run 3 instances of Xero (2 companies and a personal instance) and I HATE the new invoicing scree for all the reasons listed below.
It feels like the team at Xero have told a designer (that has never issued an invoice in their life) to make this screen look aesthetic, and have given no importance or concern to actual users and their preference for a highly functional interface.
This is not a lifetyle app on your phone where you need to thing about "immersing your user in some kind of journey/experience. This is a really practical tool that users use extensively and you should prioritise functionality and usability. The new layout will just drive people away to explore new options.
Please reconsider this and have 2 experiences (or frankly, give up on the new invoice design and try again), or at very least make significant changes / improvements to the new invoicing screen so that it is still usable before turning off the old design.
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Nicole Le Cornu commented
Please, I could not find anywhere to provide feedback on the new invoicing format to be released. I have been trying it now for about a month and honestly, not impressed. A couple of notes - I went to find my product codes to set up new invoice lines and only the most recent used appear. I had to go find the names of lines to find them as they don't show in a drop down list. My other feedback is that when I am in awaiting payments applying payments one after another, if the invoice is fully paid, it changes e to the category 'paid'. I don't want this, I want to remain in the awaiting payments group. Really frustrating when you keep searching for an invoice and you've been moved to a different category. Thank you.
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Sam Mence commented
And then for the ‘email’ button to be hidden in a submenu forever more? I’m not sure they appreciate how often I have to send these invoices multiple times when they aren’t getting paid. We don’t all exist in a world where you can send it once and people pay on time.
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Fiona Verginis commented
Why on earth would you make the Approve button default to "Approve & Email"? Truly baffling that no-one in the development team thought that might be a problem.
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Carol Hinves commented
Please do not adopt the New Invoicing - it takes longer to process.
I batch invoice and silly things like the Save and Close button being further away from the typed fields, and not being able to add a payment when you generate the invoice are really irritating and unnecessarily time consuming. -
Heather Palmer commented
KEEP CLASSIC INVOICING - it works. You are trying to replace it with something all your users HATE can you not see that, when you have been using something that works really well for years you dont want an inferior product that does not do the same thing.....
Alot of users are ready to jump ship, invoicing is a vital part of ALL BUSINESSES - fix it
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Chris Curlett commented
I went on a webinar run by XERO yesterday and was not left with any level of conference regarding the new Invoicing system.
Can XERO tell me WHY this change is needed. On the surface it seems to be really driven by MBIE - XERO please respond!
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Sharon Flint commented
If the purchase order link isn't fixed before turning off classic invoicing we will be leaving Xero
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Chris Curlett commented
I am so over ZERO now I am looking at INFUSION as a alternative. https://www.infusionsoftware.co.nz/?ref=xranks
I know others are as well and they are very responsive to user needs/requests
Have a looK
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Jacolyn Warner commented
I so dislike Xero now. I didn't like it much before, but what is the point in this feedback if no notice is taken of the comments?
I/We don't like New Invoicing. I/We don't like you can't delete supplier accounts etc opened in error. I/We don't like that you can't bulk download the expenses/purchase invoices. I/We don't like that you can't bulk download sales invoices.
There are many, many other features of Xero that are hugely irritating, time consuming and impossible to use in comparison to other packages. I/We will just have to vote with our feet. -
Nigel Godfrey commented
Thank you for the update page detailing everything. It is helpful. Two thoughts:
1/ It looks like you have key features that may not be coming until sometime in September, after your current proposed date for closing down the existing invoicing page. Why not delay shutdown of the currently working system that your customers bought in to until after all the features listed have been completed?
2/ It does not address the user interface which in my opinion is the root of the dissatisfaction. If your team cannot see how awful it is to use and don't believe your customers please can you get an external designer to look at it.
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Chloe Walker commented
The fact that it says the new invoicing is "time saving" is a complete lie though. It does not save time and one of many examples of this would be the entering of the date. You can't type the date anymore and you can't "+0" or "+30" or "+any random number" anymore in the due date!
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Jenny Mackenzie commented
Whilst I understand the point around the tech that that platform is built on you should not switch off the old invoicing until every bit of the current functionality that classic invoicing gives the users and your users love has been completed in the new invoicing - so your plan should be to replicate the system in the new tech, then add your new features then release a new version. Releasing a new version that is a half hearted attempt which then annoys and causes you to loose users is surely very poor business practice. I have been working in this game for long enough to see the same thing happen to software systems over and over again. Make sure everything is there before you turn off the classic!!!
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Andrea Skene commented
The New invoicing system still does not specify the 'Time' an Invoice was sent by email in the History & Notes section. The date & email address of who it is sent to has now been added but the 'Time' is still missing. This is crucial to us as we often are asked when a document was emailed to a customer/supplier. Its just so unprofessional when I can not say to them yes it was emailed to 'this' person at 'this' time. Please add this if you are insisting of keeping this 'New' Invoicing
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adrian walker commented
New invoicing is creating more work for my already busy day...
By making me click through more levels just to get the data I want on the invoice, whereas the old invoice works just fine!!! -
adrian walker commented
THE NEW INVOICING DOESN'T WORK PROPERLY!
it doesn't bring account data through on certain transactions when I use my items but it works fine on the old invoicing..
this adds to my workload as I have to then remember the account it was assigned to and then manually update it...!!!Also it is creating work by making me click through more levels just to get the data I want on the invoice, where as the old invoice works just fine!!!
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Accounts Admin commented
What a load of ****! The old invoicing is working with Xero now, No Bugs, Easy to Use. Darren and his team should be sacked (fired) for trying to fix something that isn't broken. We have already started the process to remove Xero from our organisation.
It should be an interesting AGM when the shareholders want to know why Xero has lost so many customers.