New Invoicing - Keep Classic Invoicing
KEEP THE CLASSIC FORMAT FOR INVOICING
![](https://secure.gravatar.com/avatar/36b5ecb77d3e4d067d389a1532b4f814?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
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.
-
Fiona Davidson commented
I have now created and Off Site petition..... Petition for Xero to stop making changes...
-
Karl Talbot commented
Using the new invoicing, when emailing a PDF invoice the grey background comes along with the email. We use this email to send to customers, now we have to click more buttons to turn the background back to white. Pleaes remove the grey background or have an option to set the background colour.
-
Platypus Billing commented
And I just noticed that 'the unicorn feature' with 30 votes was implemented (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47695445-invoicing-add-the-unicorn-easter-egg-to-new-in#comments) And the ask for the fix of proper tracking features .... 'still working on it' ...
Great sense of priorities.
Hope you got a laugh out of it. -
Platypus Billing commented
@Bec Jones, @Claire Parker ... .couldn't agree more.
Are we certain anybody is reading these submissions, though?
This topic "Keep Classic Invoicing" is marked as 'not planned'.Maybe the subscription refund requires a new entry in the 'product ideas' forum .
-
adrian walker commented
!! DO NOT TURN OFF THE CLASSIC INVOICING !!
the new version does not work properly and is not wanted -
Claire Parker commented
Bec Jones nailed it. All of this and more.
New Invoicing is broken and currently unusable. Please can we get a 50% subscription refund as we are only getting half an accounting platform that is workable? God help us all if they even think about touching AP. -
Bec Jones commented
I have a list and I don't think this even covers the amount of issues with this new invoicing system and the errors being made. Maybe push out the retirement date of the classic or don't retire it at all and let everyone make their own decision which version works best for them. Let the paying customer decide. Maybe fix the issues on the current version instead of bringing out a new clunky system that has many more issues.
Drag and drop - I upload multiple supporting docs to each invoice and I now have to click on files and drag it to the small box and half the time that box disappears before I get time to drag the documents.
Too many extra clicks on everything.
Account Codes not coming up for certain products.
Can't add additional (multiple lines by using the add lines button)
Harder to read
Can't see the full names of the tracking codes. I have multiple with slight differences and I can't glance through at the end to check it's all coded to the correct tracking code.
If a mistake in entering client name 'To' it adds it as a new client immediately and then you have to go through contacts to delete.
To change the date of the invoice you have to highlight it to type the correct address or use the drop down box. Due date is highlighted if you need to change it.
Extra tabs to get down to the items/descriptions etc.
It is much harder to find the product you want in the items column. It's too hard to read and large. Make it more uniform on single lines like the classic version.
Tabbing onto the delete icon/column at the end too many times I've accidently deleted the lines. If I want to delete it I'll click on that at the end. Don't have it as a tab.
Approve and email. Many of our clients don't receive the invoice immediately. They are set up in advance. It's again extra clicks I don't need. Then you hit it and have to click again to send the invoice anyway.
The whole system is slow.
I have switched back to the classic version and now EVERY 24 HOURS it switches me back. I'm not interested in the new system AT ALL!!
XERO - MAYBE GET YOUR ACCOUNTS DEPARTMENT TO TRIAL IT AND LET US KNOW WHAT THEY THINK?? I do not want to use this new version until it's more user friendly for the people that actually use it. -
Lou Prior commented
I’ve been told by a Xero support specialist that new invoicing is to "build consistency between Xero experiences, allowing us to update and add new features easier than before. These changes are critical in delivering ease of use and value.
We've listened to customer feedback, and have made changes to parts of new invoicing. We’ll continue to do so in order to prioritise future improvements."
I don’t feel Xero design team, that you really have listened to your customer feedback. The overwhelming consensus seems to be to leave classic invoicing as it is, it’s far superior to your new version.
I've tried the new version again (yesterday) it's no better than the last time I tried.
* I copy a previous invoice and get asked if it's for the same organisation and have to click that it is.
Yes it is for the same company, that's why I'm copying it.
Why add an extra click? Surely if I wanted to change the organisation I'm sending the invoice to it's simple enough to do afterwards?*The new page is too wide for a laptop screen. I can't see the descriptions box AND the amount box at the same time. I have to scroll left and right to check them. This is a waste of time and annoying.
*The boxes are so enormous I can't see the tax rate. I can just see a tiny weird sliver of the % sign and then (VAT on income) in huge letters. This is totally unnecessary.
* Trying to add more invoice lines is a mess. I eventually realised I click the enter key to add a new line. It works but it makes the line I'm sitting in much deeper.
I’m already having trouble seeing the whole of my invoice. And yes, I've discovered I can reduce the size of the line by clicking backspace. Lucky me. Yet more time spent pointlessly clicking.
How is this progress or streamlining? The only consistency the new version is building in me is annoyance.
I don’t know who designed the new version but I feel it’s done by people who don’t spend large parts of their month actually creating and sending out invoices. If they did, I suspect they’d realise, the classic version is better. Please leave it.
-
Kelly Hand commented
This new invoicing is terrible. Takes so much longer to create an invoice.
So many more steps to add a tracking category.
Cannot easily drag and drop files, you have to click on the drop down arrow first and then it keeps disappearing.
This a nightmare. -
Fasi Chan commented
NEW INVOICING IS A FAIL
100% Agree to keep the old one
-
Aimie Wilson commented
New invoicing function is not user friendly and not as efficient for processing invoices as Classic invoicing. Still A LOT of work to be done on new invoicing features to make it as user friendly and efficient as Classic format.
It would be great if switching back to Classic format could remain for longer than 24hrs. -
Ana Ward commented
The new invoicing format is TERRIBLE - almost unreadable. Why has Xero ruined a great system that was simple and data entry was easy - work flowed and everyone was happy. I imagine you will lose subscribers after this shambles. Why fix something that wasn't even broken. Why force us to change, why not give us an option, we are the paying customer after all.
-
Anita | Botham's of Whitby commented
Invoices now spread each line over 2 lines - because font is large, and the 'Account' title is invariably long, and the product code and name spreads over too as it shows the code and name in a tiny column.
The font seems too large for these fields, and means I have to scroll down to see the totals/apply available credit when I didn't before.
Please could you consider making the fields bigger and reducing the font size so each line really does only use one line? 3cm per line seems rather excessive.
Many thanks, AnitaUpdate - I have now switched back to Classic to compare a very long invoice. It seems it is mainly the massive font that's causing the invoice to go down off the page and the need to scroll. Please could you consider ways of making 1 line fit on 1 line for visual ease? I think on Classic each line only took between 1-2cm of space on the screen.
-
Aiden Lefmann commented
There's some functionality missing from new invoicing which should really be there.
1) Inventory levels. Not showing like they used to when you would scroll over the 'qty' column
2) Ability to manually save without closing. Auto save not ideal. -
Stephanie Cartwright commented
I also despise the new invoice format. Please allow subscribers to choose, the new format is terrible! We pay enough money to you, so listen to the feedback Xero!
-
Chris Curlett commented
Come on, XERO, do not become dictatorial or like a "mammy state" and force new invoicing on users. Your attitude and contempt for users' needs is deplorable
We, the users, have to use "New Invoicing", and it is far from "fit for purpose".
-
Charles Hewitt commented
Notes History no longer includes emails and addressees.
This is a _serious_ retrograde step from old Invoice.
Having the email and the addressees included in the Notes History is essential for establishing the evidence for late payment claims. -
Melissa Keane commented
Whoever decided to change the tracking options HAS NEVER .....processed invoices in any capacity.
The classic is soo much better. The options of adding tracking are adding unnecessary steps. I absolutely dislike the new version.
I cannot believe you would think the new version is better. It is awful - layout. Reconsider the tracking option.
-
Gary Young commented
Please remove the 'trim' function from the description field when storing this data into the database.
It is ridiculous that make an assumption that the user does not know what they are doing and you adjust what has been entered.
That is not professional.
Along with all of the other issues that have been raised - you cannot force all users to use this 'New Invoice' function with so many know problems.
Please allow the classic invoicing to continue to be used until you have fixed all issues.
This is not an enhancement if you have so many complaints. -
Gina Page commented
Classic invoicing is so much better and to be honest I am not sure how I am going to be able to use this new invoicing as we take a commission, and it is not giving me that option - so I am kind of panicking. Really annoys me that updates are made from 'inside the company' that are worse off for users. Brings more frustration into everyday life. I always thought Xero was made for small business, so it is simple. I hope you dont start steering away from your original vision