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  1. New invoicing has introduced more clicks, taps, steps at almost every level.
    Please remove the added friction as it increases processing time.

    The "new invoicing" messages are full of comments regarding where these pressure points have been added.
    We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.

    217 votes

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    Hi community, we appreciate the efficiency businesses require in being able to create and enter their invoices. Since we first announced there are a few changes we've made to help reduce the steps and clicks involved in some of the actions throughout your invoicing process. This includes;

    • Adding a 'bin' icon to the end of line items so you can now delete a line in one click
    • Directly downloading an invoice when you click Print PDF, so you don't have to navigate to another browser tab
    • Adding the prompt to send receipt to the confirmation note that's shown once you add a payment to an invoice
    • Enabling the ability to see branding of an invoice, when viewing an invoice, rather than having to Edit

    We know there is more that can be done to enhance this space and there's more change on the horizon, like improving keyboard navigation and more…

  2. Please leave the history of an invoice EXACTLY as it was in the classic invoicing.

    The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.

    I really don't understand why so many important features from the classic invoicing has been omitted.

    OR

    let your customers continue using the classic invoicing as they like

    210 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

  3. Please change the new invoicing so when we copy the invoice, the previous contact automatically appears as default

    We should not be choosing the customer each time we copy an invoice

    200 votes

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    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

  4. When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

    132 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

  5. Have less white space on new invoicing as it fills screen. The notes section which is in contacts 4000 chars make visable and editable on the new invoice page so we can see it whilst creating and invoice. We dont then have to keep jumping from one page to the next.

    130 votes

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  6. The ability to add a tracking code from within the 'new invoicing' bills.
    Classic invoicing has this ability and it would be excellent to have it in the new invoicing also.

    138 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

  7. Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

    529 votes

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  8. New invoicing - bring back 'add new line' button and dropdown +5/+10...
    This is an existing feature on classic invoicing, why would you drop it!

    132 votes

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  9. The new invoicing email sends a detailed summary of the invoice as part of the email. We would like the option to opt out for this like the old email template. We like to breakdown our invoicing internally for reporting purposes but the client does not need a breakdown of line items, just a total. We use custom invoicing templates so that we dont show line by line breakdown and the new email overrides this. Please do not switch off the old invoicing module until this is fixed. Downloading an invoice and sending it through my emails is time consuming…

    72 votes

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  10. I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
    Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
    Are we able to turn off the auto save function in new invoicing?

    71 votes

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  11. New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
    It's going to be very frustrating otherwise :)

    81 votes

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  12. Ability to flag individual bills as in dispute

    Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'

    903 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

  13. When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.

    54 votes

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  14. New invoicing is missing the ability to select the default due date that is against the customer. I had to change the invoice date for a customer with set payment terms of 30 days from the invoice date and there were several suggestions listed but the old option to reset to default date was missing.

    37 votes

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  15. The email invoice button on the new invoice template has moved from a main button to now being in a sub menu in the three dots, adding a click to the work flow.

    But Print PDF is still a button on the main invoice template.

    In an era where email is preferred over a printed PDF in the post, it would be nice to retain both EMAIL and PRINT as main buttons on the new invoice system. Seems extra work when you are sending a whole load every day for bigger companies.

    27 votes

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  16. The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number

    31 votes

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  17. Chantelle de Vormer
    xero to xero Invoicing
    Yesterday 12:03 PM
    Specialist has replied
    CX0014716843
    Oaktree Transport CC

    We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.

    On 02 Sept 2024 this version will retire and only New Invoicing will be available.
    We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).

    Are the technical teams still working on this to have the option available or will this option fall away?

    Thank you
    Chantelle

    Michael
    Support specialist
    Yesterday…

    18 votes

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  18. In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.

    Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.

    26 votes

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  19. Simply be able to schedule any invoice on a specific date and time.

    There is already a feature request for repeating invoices but small businesses often have single emails/invoices to send and it would be great to schedule one-off emails.

    Eg. It is the 30th of November and you have a non-repeating invoice that will be due on December 15th and you would like to send it on the 8th of December. It would be nice to be able to schedule it be sent out on the 8th automatically and not have to log in again on the 8th to…

    30 votes

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  20. New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

    In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

    Please revert to the old system where printing or downloading took the same number of clicks

    or

    • Change the current Print PDF button to read "Download PDF"
    • Add a new "Print PDF" Button that actually prints the invoice.
    11 votes

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