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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Anne Peterson commented
I do NOT like the new style at all, very disappointed...please keep classic option
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Mira Alina commented
New invoicing - Option to toggle off "Include quick link to online invoice and detail summary"
Details of the content/items on the Invoice should not be shown on the body of the email, to which the Invoice is attached.
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Shirani Wethasinghe commented
Keep Classic Invoicing please. I would like to save the invoice without having to exit the invoice as the new version does.
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Darren Kondysar (SOE) commented
I tried the new invoicing now that we are being forced to. I strongly DISLIKE.
1. Not smooth moving from field to field (tab worked great for speed in Classic, not great in new format)
2. Date picking fields cumbersome and time consuming to enter.
3. Remove default of "Approve and Email" as I want to review the invoice before sending. In fact, I want to add a payment to the invoice first before sending so that the customer doesn't freak out that they got an invoice when they already gave me a cheque and that it should be zero dollars.
4. Adding a payment - it took me a bit to figure out adding a payment until I saw the button in the top right.
5. Emailing the invoice once a payment is added - I couldn't find the email button as it is buried with other pull down options.
6. When I add a payment, classic closes the invoice and says payment added, and asks if I want to send a receipt - which I always do. Now I had to go back to the invoice, click on the payment, which goes to the payment screen, then click the pull down to send receipt. SO SLOW.
7. Full invoice doesn't fit on the screen. I couldn't see the full G/L account name, so I only see "Registration Fees" - well I have multiple accounts starting with "Registration Fees" - is it for programs? tournaments? event? Had to press approve in order to see it in the description. At least let me see the account number if there isn't enough space!The time it took me to enter and process payment on one invoice under new format, I could have done 4 in the classic mode.
Terrible. This needs more refinement before releasing.
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Julie Sutton commented
Another thing missing on new invoicing - when viewing a sent invoice, there is no where to update the expected payment date.
@xero - so may issues - surely you're not actually going to go live with this and turn off classic
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Molly Bong commented
Agree with all the comments, ideas regarding the new invoicing. Adding on with the invoice link is not direct as classic invoicing where we have to copy and paste to a new web page instead of ONE click to open up the link.
Please keep the classic invoicing!
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Jill Fechner commented
Why is payment not in the same position on New invoicing as on the new billing page.
At the bottom of the invoice, it is easy to enter rather than click up the top and then click again to see the reference field, which could easily be displayed as there is plenty of room to do so. -
Kathy Arras commented
A very flawed invoicing set up. I agree with all the comments, ideas regarding the new invoicing.
I would also add that the date selection is ludicrous. How many people create an invoice in advance. We are always the day after the goods/services are used but no choice for that. So here we are clicking unnecessarily into the calendar then having to click again to get the date required. Just bring back the calendar only!!! Having choices for due date is fine but totally unnecessary, just pop the calendar up. -
Lianne Wallace commented
Completely agree with comments. What a disaster! These improvements are making it antiquated. We're going backwards!
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Anishta Pillay commented
JUST LET US CONTINUE USING THE CLASSIC INVOICING.
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Shirani Wethasinghe commented
XERO developers are not listening to the feedback because nothing has changed. No suggestions or absolute necessities are included or implemented. such a shame
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Kathy Skinner commented
Agree on the Tracking, response from Xero was to put it on the Contacts details and it then comes up on the invoice when you do one - backward in every way.
Does that mean I have to go through over 200 contacts and allocate individually? All good if they are actual new members to put it in then.
Not a great way as I have four/five Tracking options for members and need to know how many new ones we get, how many have rejoined etc and then move them over in the next new year to a current.
IT'S FAR EASIER TO ADD IT DIRECT ON AN INVOICE EITHER WAY.
It's like you've gone backwards with this new invoicing - this is what I'd expect from a starting point when you first set invoicing up and needed to sort the bugs, not years later when the Classic maybe just needs slight changes.
You shouldn't be implementing this until it's fully sorted and everything is there from classic let alone retiring something that works with less effort.The view of the new one is hideous takes up way too much screen, are your developers partially blind or something so they need the bigger view of something.
Obviously no one is really listening at your end to all the complaints about this and you are just randomly picking what you respond to.
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Barbara Bordash commented
Applying payments requires clicking on dropdowns and calendars, instead of being able to type info. Classic is much more efficient for this.
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J Higgins commented
Do not remove Classic invoicing - the new style is very poor and requires more steps to use.
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Cameron Read commented
New invoicing is not a good UX. The product code pop-up is all invasive and I had trouble getting the cursor into the correct box. Switching back to classic was instantly easier.
It needs work before switching off classic.
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Karen Gerrits commented
Not being able to use Tracking categories on the new invoicing will be detrimental to business
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Tiana Donald commented
Can't view a file in the invoice easily, it opens up in a new tab, making it much more time consuming to check small details. Auto-save would be useful if it worked. The only good part of new invoicing is being able to see the billing and delivery address under the contact on the invoice, where the addresses are different. Add this to the classic invoicing.
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Tom Morris commented
New invoicing is not yet fit for purpose.
At a minimum the following changes would be required:
1) History and notes need to be available on screen for quick access
2) There should be a fast option to add extra lines
3) Approve and email should either not be default option, or should be a choice for the individual user
4) There should be an option to add attachments -
Amy Russell commented
The new invoicing isnt fit for purpose! Please bring back classic invoicing. On the new one you cant do the following (as far as I can see?) - add in a payment, - add in an expected date of payment, - see notes at a glance, - add in tracking categories, - create a credit note (it creates a duplicate invoice if you use the create and allocate credit), - copy using the same contact, - drop down to just approve, - see who an invoice was sent to, - change the date easily without having to click loads of options to get the calender view, and I am sure there are other things that i havent come across yet! PLEASE keep classic inovicing!!!
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Gaye Jackson commented
Your new Invoicing is awful. The layout is horrible the account & GST are under the Item/Description column which looks confusing. The "copy" button no longer copies to the contact which means more data entry which kind of defeats the purpose of copying the darn invoice. The fact you now have to use a dropdown to just "approve" or save the invoice is also stupid. The whole thing is hideous