New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be solve before Classic Invoicing is retired. Thank you. Rene
Rene Milner
shared this idea
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
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Eryl Capito
commented
Ability to modify the invoice number once we import a file to create draft invoices.
When we were using the old version of invoicing, we have to import a file to create draft invoices and before we finalize and approve an invoice, we have to remove the "Invoice Number" field (captures our order number which we use a reference number) and once we approved it, Xero automatically generates the next invoice number.
*Please note that in the import file we have to put an information under the Invoice Number column that's why we have to use our order/reference number and delete it afterwards.
Hoping there would be way to keep the current version when it comes to importing orders and ability to change the invoice number.
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Sheree Hopkins
commented
We use a booking system, and it automatically sends an invoice to Xero using a booking reference number (BRN.....) that is put into the Invoice number field. In the old invoicing system, I would delete this booking number, and then it would add the next invoice number automatically, but now it comes up with, "There must be an invoice number" and it puts back the booking reference in the invoice and I cannot change this. I agree this is a backward step and needs to be corrected before Classic invoicing is no longer available. Or retain Classic invoicing as am finding other issues as we..