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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Kathy Skinner commented
You need to keep the history and notes that show the date, time and email address the invoice was sent to.
In some cases the original email used is no longer valid and you don't get notified by the company itself that there's been a change to the contact.
Even more important when chasing overdue invoices when they are likely to be filed for Debt Collection as this give the ability to show you have been chasing up the debt and the contact/s you sent these too as proof before you can even write them off as a bad debt. I have used this when I have had to file for Debt Collection of unpaid invoices and they like as much info as possible.I also often get people saying they didn't receive the invoice and I can check that and then tell them exactly when I sent it including the time it was sent.
Sometimes I think they just use the "I didn't get it" excuse as their reason for late payment and nine times out of 10 when I've replied with the details we then get payment unless the sent from Xero email address is seen as spam which has also happened in the past.You need to start listening to your customers instead of doing what you want with all these so called improvements.
You can't even get the due date on your Xero Subscriptions invoices correct e.g issued 27th Jan due 27th Jan yet a message pops up that it will show as overdue on our account but isn't so if you can't get that correct then why force all these useless/time consuming changes to invoicing on your customers.
That is terrible from an accounts perspective as the invoice isn't overdue yet it comes through to my side like that so I change the due date to the Direct Debit date so it's not reflecting as over due on my end for reports etc.
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Julia Waghorne commented
Very important! I need to be able to use an existing invoice and copy all the details to a Purchase Order, not just another invoice. The invoice details are long, so this is going to become VERY time consuming if I can't just copy it all to a Purchase Order.
Also, I have noticed that when I copy to another invoice when using the exact invoice from the previous week it doesn't bring the contact name across. Annoying!!
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Greg Cutlack commented
The new invoicing system is absolute rubbish. Don't change something that works perfectly.It might be good for Xero but not for the customer who come first.
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Alastair Garratt commented
You don't seem to be able to attach a file from the library any more.
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Helen Rogers commented
Really dislike ‘approve & email’ as first button. Why can’t we just ‘approve’ in one click like before. Not use a drop down.
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Shirani Wethasinghe commented
I agree that the Classic Invoicing format was much better, especially that fact that you can increase the number of lines to 5, 10, or 20. Now I have to enter the first line and press tab to have a new line appear. That is not convenient for my invoicing to our big clients.
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Heather Barclay commented
The new invoicing system is not an improvement - it takes longer and is less efficient and user friendly. Rub it out and start again. It takes longer, and having to scroll down the drop down button to avoid "approve and email" is a nuisance if I am not ready to send it right away. Classic invoicing wasn't perfect, but it worked. And bring back Xero to Xero. I can't believe you abandoned this time-saving measure.
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Joanne Fryer commented
Please stick to the Classic Invoicing. Many of us like to view the invoice to check for errors before it is emailed so the approve and email is not a good idea.
Also, I often need to check when the invoice has been emailed to the customer - now the note says - generated through xero. We need to know when it was physically emailed to the customer. -
Mel McFadden commented
No button to add another invoice if you are not quick enough to click on the pop up.
No address search on new customer addresses
The whole look of it is clunky -
Sebastian Hall commented
I agree
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Fiona Davidson commented
Petition for Xero Executives Regarding Alleged "Improvements"
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Donielle Van Gieson commented
In the new invoicing when using auto sales tax lookup you have to enter the delivery address every time which is something you don't need selling at a brick and motor location without the delivery. Some sales are delivered and some are not so it would be nice if it would hold the store location address in as a saved address for quick entry. In classic you don't have to enter a delivery address at all but you have to use manual sales tax.
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James Bainbridge commented
OS platform. Totally agree, there is no button for next invoice and print PDF does not auto download, creating even more windows.
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Tracy How commented
This new invoicing is very clunky please keep the classic invoicing....
You have no option to amend the attention field within the invoice - this can only be done within the contact.
A zoom out feature is required as the new layout is too blown up resulting in me having to minimise the invoice screen which in turn minimises the rest of the functions and makes them so small I have to zoom in again!!! -
Katherine Leigh commented
I invoiced all my clients at the end of January as being told classic invoicing was being withdrawn from September I thought I was doing the right thing. However, I've subsequently found out that Xero to Xero is not available in new invoicing, and there are no plans to develop/include it. What a gigantic backwards step. Now I have to send all my invoices by pdf and enter manually into my clients' Xero. Not impressed at all! If a feature is being replaced it should at lease have all the current functionality. New versions are supposed to be improvements not regressions.
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Patrick Meehan commented
NEW INVOICING IS HORRENDOUS!
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Selena Read commented
Completely agree! I jump right onto using any new features xero adds as like to get the full use of the system but I tried the new invoicing once and as it cant give me tracking options am unable to use it. As you say if the new invoicing was something we all liked we would be using it already not having to be forced to used it or leave!
Xero I am sure you will loose more customer trying to bring this one in than you would if you leave it as it is.
Focus your time on the things we really need like payment links on statements, segregation of user access and bulk allocation of credits. If you are able to sort just these 3 issues out you would have no where near so many idea's just sitting in this forum year after year. Most of the idea's on here are just asking for the same things just in a different way if you combined all the like idea's you will see we are not asking for much. -
Micah Levy commented
We don't want new invoicing. It doesn't have all the features of classic invoicing and we are going to be forced onto it. Listen to your customers please! If the new system was equivalent or better you wouldn't have to force people onto it, they would want to use it.
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David Tyler commented
Let people choose between classic invoicing and the new invoice program.
New invoice program is really quite bad, you have taken out the way of adding 5,10and 20 lines and the worst omission is the qty cell, you used to get a running tally of stock on hand which was handy when you have a thousand lines of stock. now you have to do the whole invoice and at the end you have to go through and alter any qty changes, at least the old invoice you could do any changes straight away. BRING BACK THE OLD INVOICE PROGRAM. Don't change things just because you can!!!!!. -
Jacqui Rood | Girl Friday Ltd commented
I have decided to trial your new invoicing for the 2nd time since Xero is now forcing us to... as you'll be removing classic invoicing at the end of the year... our whole team have trialled the new invoicing and we have all aborted as we do not like it and it SLOWS US DOWN! It certainly is NOT faster. When I review invoices, we have multiple documents attached to the invoice. I open all these to reconcile the invoice that has been drafted, before I can approve and send. The new invoicing system, opens each document up in a new tab. Classic invoicing has the pop up window and I can just click next for each view. Now I have to toggle between multiple tabs and work on two screens. It is slow and is adding at least 5min to each approval and we have LOADS of invoices. Your new system also does not keep track of who we emailed the invoice to. We have multiple departments per client and we like to refer to the prior invoice to see who we have emailed the invoice to. That log has not disappeared in history and notes. You have also removed the expected date button in history and notes as we add in another date before exiting out of the invoice. Now we have to go to awaiting approval and search for the invoice to add the date. This adds TIME. And there are a few clients that we have to manually send the invoice to, as their inboxes will not accept invoices sent from Xero due to security reasons. With the old system, we could mark the invoice as sent to show that we have sent it. The new system just reflects as not sent. Now we have to go into the invoice and manually check a box. I fear November as this system is CLUNKY. It's not streamlined.