New Invoicing - Keep Classic Invoicing
KEEP THE CLASSIC FORMAT FOR INVOICING
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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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Erica Broderick commented
Completely agree with this. I switched to the new invoicing system and gave it a go for at least 2 months. I have switched back to the classic invoicing. I can input my sales invoices in half the amount of time.
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Sam Hart commented
Cant drop and drag a pdf to an invoice...
When copying the last invoice to a supplier -you have to select the supplier again even though you are coping from their last invoice
should have kept the approve button separate from approve and send - always view invoice before sending it... -
Joanne Greene commented
Does the updated invoice layout include the option to add an extra internal reference field? We already use the existing reference field for customer purchase order number.
I know this change has been requested for years. -
Rachel Nichols commented
@Peter Lepper
I had the exact same issue when they updated Bills.
Used to be able to sort by supplier name etc and work your way through each bill and choosing Approve and Next at the bottom of each bill once finished to work on the next bill in the order selected. Now, after it had been fine for years, it sorts by the bill date, which is not always correct.When I raised this as an issue with Xero, because I couldn't work out what was happening and they wanted feedback, they told me that was how it was designed to work. If I needed to work in alphabetical order, for example, then I should ...
"Alphabetically sort the Draft bills screen using the From column heading
Right click to open one of the Drafts in a new tab on your browser
Approve the Draft in the new tab
Close that tab
Go back to the tab with the list of Drafts and Refresh the page
Repeat steps 2 through 5."This is so time consuming and just annoying when it was perfectly fine before.
Clearly no one at Xero actually uses their own product, otherwise they would be facing the same issues we do and surely be pushing back for usability/functionality over all the whitespace and perceived improvements.
I'd love to know what their in-house accounting team uses, as it's obviously not Xero.
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Peter Lepper commented
I've been trying to use the new invoicing - major issue for me is that my tasks schedules for my invoicing are created alphabetically by client last name, and under the new invoicing I can't get the draft invoices to edit in the same order.
My clients are saved as 'Last Name, First Name'. Repeating invoices generate monthly invoices for each.
The old invoicing appears to be set so that the sort order of the draft invoices, carries through to the editing of them - if I sort draft invoices by the "To" column (=client last name/first name), when I edit the first invoice and go to 'Approve and view next', the next draft invoice is the next client alphabetically; similarly sorting by invoice number, the next invoice number sequentially is what comes up.
The new invoicing seems to pull invoices at random from my draft list, regardless of the sort order.
Previously I had a nice, alphabetically ordered stack of schedules from which to enter my invoicing data. Now I'm shuffling the stack with every invoice, to find the one I want - massive increase in time and mess (and stress).
Edit - Plus, after entering a large number of lines on the invoice, I now have to scroll to the top of the screen to select the Approve button, where previously the button was there at the bottom (right below the bottom line...)
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Clive Gore commented
Although we welcome the extension of the new system to Mid November Please keep old system indefinatly as it suits us better than the new one or do we have to leave and find a completely new supplier ?
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Lisa Edgley commented
You can no longer drag and drop documents into the invoices like you could before, You can save the document, and then upload it - YES, but its not as quick as being able to just drag and drop your PDF from an email attachment, into the invoice for evidence of a PO - Can you also make it that you can drag and drop an email from outlook into Invoices, like you can with a Purchase order - you can simply drag it across *(if your working on 2 screens like i am) but you cant do it on the invoices or Bills, BUT you can with a PO ?
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Nicky Brewer commented
The new invoicing format is useless me as I need to upload the file in order to see which contact it relates to. How can I add the contact first?? Classic case of " if it ain't broke, don't fix it" Such a shame when Xero changes things that are working just fine. I also preferred the previous contacts page.
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Barbara Theron commented
Please keep the classic invoice. The new version invoice is absolutely a disaster. The fact that only the first 50 products is picked up when invoicing is terrible. And the answer
from Xero just to add manually the rest of the products is ridiculous. -
Denise van Dyle commented
I would rather keep the old invoicing.
The drop down item list doesn't include all our items and the quantity tracking is not there. -
Matthew Tedman-Jones commented
Hi Xero. The new Invoicing looks terrible, is a clunky U/I and is not the product I originally signed up to purchase. Can you please keep the classic as the standard, you're going backwards with this apparent new upgrade. Going by the dumpsterfire of comments in here, looks like you guys should listen to the customers - if you even read this.
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Linda Doughty commented
To look at the lightspeed link - you have scroll all the way to the bottom of the screen.
If you want to attach files - again you have scroll all the way to the bottom of the screen. Very annoying!Just let your customers decide which version they want to use please
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Linda Doughty commented
Keep both version of invoicing please.
The new version has way too much spacing on screen. So when there is a very large invoice (with many rows) it is very hard to see the invoice.
The classic invoicing - is much much more pleasant & easier to look at.I am not sure why you just don't keep both versions & let your customers choose which version they want to use?
Please see my examples attached.
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Gina Miletic commented
I am also in support of keeping the classic invoicing available. We use the Project Management System and invoicing from there via Custom Connect, so we cannot afford to even try to test to risk being able to invoice our clients. We are a small business and don't have time to spend on testing these insignificant "improvements".
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Chris Kendall commented
Please Xero, if you are going to retire classic invoicing, at least provide the same functionality at a minimum. The new invoicing is completely useless!
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Chris Curlett commented
Jackie, I do so agree with you. HOWEVER, XERO ARE ARROGENT and will not listen to users. IT IS UNBELIEVABLE.
I have the home addresses of two Auckland Directors, who I can let you have if you want to write to them by snail mail. I believe the Product Development people are out of control and acting as a law unto themselves OR the Directors are subordinate to the Product Developers.
All in XERO is a software house that no longer listens to its users.
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Jackie Townsend commented
PLEASE LET US HAVE TO OPTION TO CHOOSE IF WE WANT TO USE CLASSIC INVOICING VS THE NEW INVOICING... because the new invoicing really stinks - too many clicks, too clunky.. The Classic Invoicing was so user friendly; I do not understand the change to add so many clicks ugh!! When a lot of us work 50-60 hours a week, all these extra clicks per invoice just adds more time to complete our work. And I do not see any resulting improvement with the new invoicing.
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Jevon Wright commented
New invoicing is incredibly slow and click-heavy - things that used to take one click (attach file) now takes three (dropdown, edit, attach file). The UI for each click is slow. I will be holding off on the switch as long as possible.
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Tara Broderick commented
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Chris Curlett commented
Come on - us users need to realize that XERO is run by the Product Development Group NOT management!
It is crazy but given the lack of action by Directors /Management/CEO and the failed attempt to implement an unwanted upgrade it is clear that XERO is out of control.
SEEMS LIKE A MOTION OF "NO CONFERDENCE" at the next XERO AGM is needed!