New Invoicing - Add from FILES before having to add Customer name
In the Classic invoice system I am able to go to FILES, ADD TO NEW INVOICE and see the file I have attached. I can then add all the information to the invoice (it being an invoice generated on a different software, so I am actually importing an invoice to add to Xero). On the NEW INVOICE system I am unable to do this unless I add the customer name first! I don't know the customer name until I import the invoice from FILES then open it up and extract all the information I need. I don't want these going through Hubdoc! So please don't suggest this. All I want is to be able to do all I am able to do on the Classic Invoice system on the New Invoice system. I currently cannot do this on the New Invoice system unless I type in the Customer first - which means opening another tab to view the file, enter the Customer name in the contact box THEN add the file. This certainly will not save me time if I have to do this each time I have to enter an invoice! Please sort this out before 1st September.
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Nicole Walker commented
I have had feedback from my client and I too agree, we do not like the new invoicing system in Xero. Previously my client created invoices via files to pick up the PDF file. Now this doesn't work with the new invoicing system as you need to add in the contact and then attach the PDF file. In order to fill out the invoice, you then need to select preview to bring it up. It makes more work when creating invoices. I would like to propose that there is the option to keep the old invoicing system in Xero for those who like it better.
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David O'Shea commented
This is absolutely essential for a lot of our clients. In a previous thread about attaching files to the new invoicing system, this was brought up. That thread has now been closed and marked as resolved. It is not resolved.
Please fix this before the enforced move across to new invoicing otherwise you are forcing me to move my practice to a different provider.