New Invoicing - Add Expected Invoice Payment Date within Invoice
Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.
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Jordana Gray commented
Yes, we use this feature from within the invoice itself a lot and having to go to the Business > Invoices page is time consuming. I'm still using the Classic Invoicing because every time I try the New Invoicing it takes me so much longer to do everything. Feels so backwards!
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VWA Credit Control commented
This is such a frustrating issue, I go into the invoice to add the remittance, but cannot update the expected payment date, I then have to go out the to invoice menu, search the invoice again, and input it there. Such a frustrating waste of time when it used to be done in one step on the older version. I switch back when I have a few to do. We have enough distractions when processing without having to go fully out of invoices and menus every single time.
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Sue Manning commented
Im still using classic invoicing as I use this facility a lot - feels like some of the changes are going backwards..
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Heather Taylor commented
I agree with all the other comments, and that is exactly how we work, it's frustrating when you've used this way of working for years, really didn't need changing.
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James Penny commented
It's really frustrating that the ability to 'add an expected payment date' won't be added to the new invoicing view/edit screens, as using this feature in this way is core to our internal processes.
We regularly search for invoices based on their invoice number, which then brings us to that invoice's invoicing view/edit screen where we can get a full view of that invoice's history, download, send, attach files, update expected payment date, turn off reminders, etc - all from one view.
With this change, we will now have to unnecessarily navigate around multiple areas of the platform if we want to continue to achieve all the above I have mentioned.
I request that the decision not to add the feature to the new invoicing view/edit screen be revised by Xero's development team.
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Zach Murphy commented
Agreed, this step was a crucial feature for quick credit control and forecasting, adding the extra steps is not ideal.
Could the product team simply update the new invoicing feature to re-include the expected payment date button? -
Lynn Davidson commented
Agreed. Hopefully this box can be added back to the side of the note section. We used this daily for our credit control procedures and now have to open up a second page to add expected date from the invoice list. Its adding time to the process