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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Beth Fisher commented
It would be really handy to keep classic invoicing as an option, make the new version of invoicing the default for new users so it's still being pushed in the right direction though. I personally have so many glitchy issues with the new invoicing, its meant to run smoother but without a doubt, does not.
At the end of the day, why fix something when its not broken?
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Fiona Davidson commented
Anyone else see some similarities here?
Its just the start I'm sure.
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Andrew Gault commented
PLEASE KEEP CLASSIC INVOICING< SO MUCH EASIER TO USE!!
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Heather Barclay commented
By the end of November, I will have just one client using Xero. The rest will have migrated by then. If Xero ruin billing, as they have ruined invoicing, that last client will be away, too. The only reason they aren't moving yet is because they use a till and don't invoice.
Xero has become over expensive and is no longer competitive. And that was before the "improvements" that made users' lives more difficult Well done, Kelly - you have been the public face of a company gaslighting and ignoring its customer base to the extent that droves professional bookkeepers and accountants are taking their business elsewhere.
Most of my clients are off to Sage (who have really upped their customer service game, and even HAVE A BUTTON TO MARK BILLS AS DISPUTED. How cool is that? Why didn't Xero think of that? Oh. It was suggested years ago by multiple users, but Xero didn't think it was worth doing).
The rest will be with FreeAgent. I have already moved a small business that I run independently of my bookkeeping practice to Freeagent, (which is free with a Mettle, RBS or Nat West account in the UK), thus dodging the massive price increase which Xero informed me about after I had ended that subscription. The process was smooth and very straightforward.
My bookkeeping business accounts will go to Sage, and I already have a transition timetable in place for the other clients not there already. Sage offer me better discounts, and is cheaper, too. Xero Bronze status is very easy to give up. The discount is tiny, and Xero's Practice Directory discriminates against smaller practices. My own is much lower down in the list for "local" accountants and bookkeepers than large accountancy practices several hundred miles away, who just happen to have one or two clients in my area.
I never used Xero payroll, because Moneysoft's Payroll manager is much cheaper and more flexible.
To anyone else thinking that changing software is too daunting, do please look around and see what else is out there. Most of the other software providers will help you manage the change and will cover the cost of "Move My Books" to get your data from Xero into your chosen replacement.
Finally - a huge "Well done!" to Xero. I am not the first previously loyal customer you have alienated. I won't be the last. I do hope you aren't labouring under the delusion that your business is too big to fail, because self-destruct like this in a company is truly frightening.
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adrian walker commented
DO NOT SWITCH OFF CLASSIC INVOICING UNTIL WE ARE HAPPY WITH THE CHANGES
Even though on 30/09/24 Xero said they are working on some of the issues we are ALL complaining about Xero should NOT turn off classic invoicing until we as the END USERS are happy that it is not making us go backwards and costing us all time and money!
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Kathy Skinner commented
@Julia and Fiona - yep, for some of mine there's more bills than invoicing. So sick of them continually changing things and then increasing their price for these so called upgrades that haven't even been requested in some cases but continually ignore ones that have been asked for over a number of years.
Then the fact that they aren't properly tested either before rolling out then we have to work with all the issues while they try and fix them.
I won't use the new invoicing at all at the moment and dread when I do have to use it if it's not fixed.
One of my clients is going to have to go from the old Standard/ new Grow Plan next year to the Ultimate Plan just to use Projects since they have removed it as an add on, then to not even include it in the Comprehensive one at all is just sheer greed.
Talk about money grabbing now - Xero has seriously gone backward from when they first started out to be competitive and now it's like they are starting all over again given we have so many issues with the so called improvements.
Bet none of the developers actually use the system in everyday life, even Xero can't get their due date correct on the Subscription invoices after the update and yet we are all complaining about that and the options to set the due date that should be the same as it was in classic but they won't do anything about that. -
Julia Williams commented
@FionaDavidson Funny I have thought the same thing today as I have entered loads of bills today. Except it really isn't funny is it!!!
If they do the same as for invoicing I shall have to find another system. I am not happy about the new pricing and the change in points as I think I am going to lose my bronze status and therefore lose my 15% discount which I pass on to my clients.
Going back to invoicing I really cannot understand why all the existing features were not included before the new version was released. Such a backward step. -
Claire Parker commented
@FionaDavidson YES, I'm worried sick that Xero will f*** up AP as they have AR. I had a chat with some devs a while ago and begged them to not bring these so-called improvements to Bills. It will be the end for any decent sized business. We need a new thread/petition to Xero re Billing before they start with this BS.
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Platypus Billing commented
@FionaDavidson ... OMG ...
I am in the same boat.
Also ... as I am looking at migrating to another platform, I realize how important it is that the attachements to the bills are backed up elsewhere (because the cannot easily migrated from one software platform to the next). I wished I had duplicated everthing via Hubdoc to Google Drive (as clunky as the process is), instead of relying on uploading the supporting documents into the Xero bill.Just something I wished I had been aware of.
S.
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Fiona Davidson commented
Is anyone else terrified about what Xero might to do bills?
With the debacle that is "New Invoicing" and the increased issues with functionality and glitches elsewhere within Xero, am I the only one that is anxious about what they might do to Bills? Such as replicating the style of new invoicing?I use the bills screen at least 20 times more than invoicing and I am feeling sick about the many extra work hours each week that I would have to do for my employer and my clients, on top of that I already work more than full time hours so the thought of adding even more to this is stressing me out.
This was in their newsletter this last week:
New features to streamline accounts payable
Over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help to streamline the end-to-end accounts payable process, saving time and gaining efficiencies.
https://blog.xero.com/product-updates/new-features-help-streamline-accounts-payableThese are the same kind of statements they made about new invoicing too...
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Sarah McDougall commented
The new invoicing doesn't meet our needs at all given the way we complete our monthly bank rec. We process multiple commission payments from various insurance providers for each of our advisers - these get approved as one invoice at the end of the month and then reconciled as split payments to reconcile to the bank. We only want one total per insurer per adviser otherwise I have 100s of lines to work through when doing commission splits.
The classic invoicing system allows me to enter the lines on the invoice and save as a draft until I approve at the end of the month once I have entered all the bank lines. The new invoicing system is a disaster!! I can enter and save the data as I do for the classic invoicing, however, when I re-open the invoice all the GL lines and 15% GST or Zero GST have disappeared and I need to re-enter all the data again. It is not an option to wait until the end of the month to do one invoice as our month end turnaround won't give me time to enter the 100s of bank rec line items.
I queried this earlier in the year and got told the new invoice system was working as it should - this maybe true if you do single line invoices and they are approved as you create them. However, we need it to work as it does per the classic system and allow me to save and keep the lines as I have entered them throughout the month.
If you do end up retiring the classic invoice (clearly there is a lot of push back against this) we will unfortunately need to look for a new system that meets our needs.
Please take all our feedback seriously and retain the classic invoicing system!
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Claire Parker commented
I'm struggling with all the pop ups. Why does it pop up a box to say payment terms taken from the contact that you have to dismiss...of course you want payment terms taken from the contact if you have set up your contacts that way. Then another box pops up to say credit available requiring another click to dismiss. After Approving you get another pop up to ask if you want to apply a credit. If this is AI, it should be renamed AS (Artificial Stupidity).
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Pauline Draper commented
Hi, the new version of Xero invoicing compared to classic invoicing is very "clunky" - it is not compact to read nor type. Time is wasted setting dates and dates due if they don't fall into align with Xero's ideal dates compared to classic invoicing. Why is Xero going backwards? Thank you. Pauline
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Michael Stepka commented
I vote to leave classic invoicing. I will move to another product with my two corporations if it is removed.
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Claire Barning commented
@Claire Parker, I also received a response to my review in Trustpilot and have added my own reply
Thanks for your response Xero, but unfortunately it just sends us to blogs which don't actually fix the problem, way too many promises and the system is getting worse not better. Please listen to your customers and make the changes we have repeatedly asked for, stop changing things away from what worked and then just fobbing us all off. If I didn't have 12+ years of accounts and files saved in Xero I would have left already.
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Claire Parker commented
I commented on the dreadful state of new invoicing on Trust pilot...here is the Xero response:
Reply from Xero
14 hours ago
Thanks for your feedback. We are still taking feedback and making changes to New Invoicing ahead of the retirement of Classic. Please make sure to note any specific workflows or features on Xero Product Ideas so we can be sure your workflows are captured. - WSMe: We have been feeding back to Xero for months/years and they have largely ignored all requests.
Pathetic but sadly not unexpected response, Xero.
I feel we are all wasting precious breath here.
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Spencer Clarke commented
New Invoicing for us is very slow (takes x2 as long for our monthly invoicing), doesn't automatically send invoices via the Xero network (so clients now have to manually create our invoices as bills) - and there are countless other features which are WORSE than the current 'Classic' invoicing, which have been listed by users on their support page. Please Xero, listen to customers and cancel/postpone the changes.
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James Murphie commented
Please keep Classic available the new one is terrible for us and we will change to MYOB at this stage
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Mark Hilton commented
KEEP OLD INVOICING IT WAS WAY EASIER
SOMEONE TRYING TO JUSTIFY THEIR JOB BY CHANGING IT -
Andrew Bailey commented
Do not retire Classic Invoicing - simple!
For all the reasons already logged, for all the bugs yet to be reported but being experienced everyday and for all the 'work-arounds' we're being told to use which proves the point that New Invoicing is not fit for purpose