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:
- The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
- Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
- 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.
- 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!!"
Helen Wolfgram
shared this idea
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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Lisa Hunt
commented
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.