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New invoicing - Retain formatting and special characters in Contact 'To' field

It's good to see you have extended the period before removing classic invoicing because I still need to revert to classic for certain features that are missing from the new system, namely:

  1. The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
  2. Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
  3. Save and continue feature, I don't like the auto save feature because it continues to update the history and notes while I am still adding details to the invoice and is adding excessive notes that are unnecessary.
  4. In the email feature it adds the word "amp" when the symbol & is used in a contact name - this never happened with Classic invoicing.

In short there is nothing in the "new" invoicing system that I found to have made this process all worthwhile, it has been nothing short of frustrating and brings to mind the old adage: "if it ain't broke don't fix it!!"

5 votes

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Helen Wolfgram shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.

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  • Nardia Shelford commented  ·   ·  Report

    I also have a frustrating issue with the email feature adding the word "amp" when the symbol & is used in a contact name.
    My business name has & special character and every single invoice I email I have to remove the amp?? from the summary line and the email body. I could just leave it, but it looks a little unprofessional.

  • Angela Brotherton commented  ·   ·  Report

    The 'new' invoicing is taking away all the things that could be done effortlessly & replaced with a lot of unnecessary searching & clicking & opening.

    I have just wasted a day of invoicing as I set up a new customer, the way I always have by putting the (position held) in brackets, with the customers name , but now with no warning the system doesn't like this but it also doesn't highlight what is causing the problem, just
    "Couldn’t save your changes. Something is wrong with our servers. Please try again later."
    So I raised a query at 10.30am & at 5.30pm I was told the the ridiculous reason.

    Everything seems to be a step backwards with 'new' !!

  • Lisa Hunt commented  ·   ·  Report

    I particularly need to turn off the autosave. We use A2X to import sales and I consolidate the transactions before approval. If I make a mistake consolidating the numbers then the autosave is a real hinderance.