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.
-
Claire Parker commented
As mentioned by other users all of the following must be addressed before retiring classic invoicing:
1. default Approve and email - user should be able to select their own default. we would always use Approve and it should be available with one click rather than a dropdown each time
2. date selection - we receive RCTIs after the invoice date. We must be able to input this date on the date field rather then by using drop down.
3. copy invoices should be a default setting to use the same contact
4. invoice screesnshot/attachment should be visible when entering the invoice as we copy and paste much information
5. get rid of the # in invoice number
6. Due date must be calculated from the payment terms set in the contact
7. Files need to be attached from Xero folder
8. Adding payment should be on the same screen – you have plenty of empty space, please fill it with our tried and tested functions. -
Claire Parker commented
As mentioned by other users i have real issues with:
1. default Approve and email - user should be able to select their own default. we would always use Approve and it should be available with one click rather than a dropdown each time
2. date selection - we receive RCTIs after the invoice date. We must be able to input this date on the date field rather then by using drop down.
3. copy invoices should be a default setting to use the same contact
4. invoice screesnshot/attachment should be visible when entering the invoice as we copy and paste much information
5. get rid of the # in invoice number -
Claire Parker commented
I can see why you've created new invoicing, but the improvements are not universally beneficial. For our business, I cannot see any advantages. We don't use any payment methods in Xero (we get paid from one huge customer with hundreds of invoices on a monthly basis). I feel this phasing out of classic invoicing in premature, as there are many of the features we rely on not yet available in new invoicing. I'm all for change when it brings something, but this is just cumbersome and lacking the functionality we love from Xero.
-
Samantha Dredge commented
Please do not remove classic invoicing & listen to all our comments. Like most people I am very disappointed with the new invoicing, & takes so much longer to create or copy a previous invoice sent to the same customer.
As an accountany pratice we are very disappointment with this so called improvement. Had many calls from xero clients & told them all to go back to the classic version.
PLEASE listen to us & act upon it before making us all use the new invoicing.
-
Phill Davis commented
Spacing after descriptions are no longer respected. Add lines is now a lot slower. Struggling to see the benefits at this stage.
-
Wan yee Lee commented
Please keep classic invoicing!!!
The new 'print' function for invoices comes up with a garbled file name instead of my invoice number. Classic invoicing allowed us to download the PDF format with the file name as the invoice number. having to manually change the invoice number is a huge waste of time! -
Claire Silson commented
Why change something that works?
-
Julia Williams commented
The main reason the contact is copied is to make sure the correct contact is used. Without that function invoices could be sent to the wrong contact if you have multiple contacts with similar names.
-
Fiona Williams commented
Enable allocate credits to invoice when it is approved.
-
Rose Beale commented
I agree with most of these comments. Too many to read. We're a small self-employed business and Classic works just fine! Why does it need to be retired why can't we have the option as to what to choose? For what we are charged per month we should have the right to choose what works for our business. We don't use half the features as they aren't needed e.g. payroll.
-
Wez Morris commented
The new invoicing does not work with my business we need to attach job sheets and satisfaction notes and we start with raising an invoice from the files we have uploaded into files and this function is now not available and without the preview of the files we have uploaded on the left hand side of the screen it’s not a workable option and makes other softwares more desirable. I love xero and have used it for years now on other businesses and advised others to use your product all working the same kind of way and now the features we need to run our businesses are being taken away!! Keep the functions of the current invoicing and just update the look if that’s what you’re going for but you needs to keep functionality or it’s pointless and unworkable
-
Barbara Bailey commented
Need to be able to view inventory. It is futile to track items without being able to see the inventory balance when keying an invoice. This is a deal breaker for us. When I sent an enquiry I was advised to switch back to "classic" - I won't be able to do this in September. Also the size is way too big. We have approximately 50 lines an invoice. When you can only view 3-4 lines per screen this means the invoice is many pages long. You need to consider it from the perspective of data entry, not just aesthetics', it would be like having a Excel spreadsheet buy only being able to view a dozen or so cells at a time. It was one of the attractions of Xero in the first place. Very disappointed.
-
Leanne McMinn commented
Please include the option to attach files from the Xero File Folder. I have all documents emailed to the file folder for ease of filing and attaching. Having to download onto a local computer is not a secure way to handle to docs when bookkeepers are located in a remote situation.
Please return the save and approve buttons to the bottom of the page.
I like to be able to tab across to each field and use the mouse as little as possible. -
Sarah Jacobs commented
Tracking needs to work and there needs to be
less
white
space
-
Samantha Klimecki commented
I've only had a trial in the demo company. But it appears as though "Overpayments are not supported"
What happens when my boss pays an invoice but looks at the wrong figure an accidentally pays too much?
(Maybe there is a work around but it was straight forward in Classic) -
Mags Crozier commented
New invoicing format isn't a workable replacement for Classic format. There are too many features that I use daily that aren't included.
-
Jacky McLean commented
The new invoicing is terrible to use. It has features not included, moved and/or made harder to access. Please do not force us to use this new system. The classic format is user friendly.
-
Tracy Rigby commented
Keep ALL of the Classic invoicing functions in the new interface.
-
Kent Clasen commented
Bad user interface. Need to be able to copy invoice to purchase order
-
Julie Sutton commented
I have no idea who was in charge of the UAT or who their test panel were but they need firing! Absolutely shocking piece of software design with absolutely no thought for the end users.