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269 results found
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New Invoicing - Ability to add file from library
New invoicing add file from library
85 votesHi everyone, we appreciate you engaging with us here and your patience while we got this developed in new invoicing. We have now released the ability to attach a file from your file library, and you'll see this option when you click 'Attach files' at the bottom of the invoice. Thanks
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New invoicing - show account column after saving
I've noticed in the new invoicing that the account column disappears when it is saved. While I don't want the account column shown on the actual invoice, I use this saved version in Xero to check that the correct account has been selected. I will not switch to new invoicing until this option is available as it would be extra time to edit the invoice to see which account was selected. Classic invoicing is a much better experience in my opinion.
69 votesThanks for staying tuned with us through the idea, here. As you may have seen when recently invoicing, we've released a new line item grid when the invoice is saved, and in view mode.
Along with other enhancements this encompasses moving details into their own columns including the Account column. We appreciate your feedback and sharing on how this change could improve the experience for you.
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New Invoicing - Print PDF option
Provide the ability to directly save invoice as a pdf like it did in classic invoicing, rather than opening it in Chrome and then having to click the download button etc, the old way was more efficient.
144 votesHi everyone, as of today we have released a change to this process. Rather than opening the PDF in a new browser window, now when you click Print PDF in new invoicing the file will automatically download for you to Print from your device. We thank you for your feedback on this.
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New Invoicing | Files - Drag & drop anywhere on the page
In old invoicing, you can just drag and drop the file into the window and it uploads. In new invoicing, you have to drop it in the box at the bottom of the page. Fair to say this is tedious!
451 votesHi team, returning to confirm that the ability to drag & drop files anywhere on the page in new invoicing has now been released to everyone. We hope you find this enhancement helps speed up and make attaching your files more efficient as you invoice.
Just a reminder that you'll need to add a contact to the invoice first, and if you'd like to include files when sending to your customer, select the 'Attach files to email' checkbox once uploaded.
Thank you all for your engagement, votes and staying updated with us through this idea.
We understand some customers workflows mean they would like to attach files before adding contacts and while this isn't something that's available right now, I'd recommend making sure you've joined this idea for any updates.
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New invoicing - Display the item code
Display the item PRODUCT CODE (similar to the old invoicing) - we have a lot of similarly named products, so need to see the product code to differentiate.
103 votesQuick turn around on this one, team. Today we've released a change, and you'll now find item code is shown when viewing an invoice with new invoicing. Thank you for your feedback and voting on this idea.
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New Invoicing - Reduce number of steps and clicks
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.865 votesHi everyone, thanks for continuing to share and keep us informed of the differing flows and actions that could be improved in how you invoice with Xero. All feedback through these forums and across Xero Central discussions has been shared with our product team and will be carefully considered as we continue to build on your invoicing experience.
About a month ago we changed the behaviour of how defaults are applied, so now when you copy an invoice for the same Contact their defaults will automatically be applied to the new draft invoice.
Most recently, and as you may have noticed we've released a new line item grid (where you enter the details of your invoice). Many changes that come with the new grid are based on feedback we've received from our customers the most prominent for this idea being that we've optimised padding, font size and column widths to…
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New Invoicing - 1-click option to delete lines
In Classic Invoicing there is an X to delete a line. In New Invoicing I have to click on the 3 dots then select Remove from the 2 options that are displayed (Save to inventory or Remove). Please can the function of a single click on the X be retained.
34 votesThanks for your feedback and tuning into the idea here, everyone. Our team have been doing a lot of work in this space to iterate on new invoicing and improve the experience for our customers.
With one of our most recent updates the team implemented a change to the way you delete lines of your invoice. You'll now see a small 'bin' icon at the end of each line enabling you to easily delete lines as needed, without any extra clicks. 🙂
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New Invoicing - Keep the previous Contact when using Copy
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
382 votesHi everyone, we've introduced a change to new invoicing so you now have the ability to copy an invoice to a draft invoice and keep the existing contact. 🙂
When you select this option, you'll see a pop up where the current contact is selected by default, however you can choose another contact or leave this blank if you'd prefer.
Thank you for all your support and sharing back on the idea for this feature, here.
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New invoicing - Ability to add email to contact within invoice
There are some new features that I like about the new invoicing, like the ability to immediately a new contact. However this is limited to name and billing address, please add the ability to add email address here too!!!
Other classic features that need to be included so I can use the new invoicing:
- the ability to delete the Date and Due Date for a draft invoice. I draft invoices for the entire duration of a project once a contract is signed. The dates are not known at this preliminary stage however it is hugely beneficial…3 votesHi everyone, we have now made a change to the Contact card in new invoicing which allows you to enter more contact details from the invoice screen.
You'll find you can both add details for a new contact as well as edit an existing contact. The fields available from the Contact card include Contact name, Email, Billing address, the option to add a Delivery address, and phone number 😊
Cairns, I know there are a couple of other ideas you've mentioned in your initial post here too. While we'll mark this idea as delivered for the primary request you may also like to join these ones below for any updates.
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New Invoicing - Option to edit 'Attention' field in customer address
In new invoicing, please revert the ability to edit the postal address 'attention' box, back to the same as classic invoicing. Property managers want the owner's name included in the invoice address, so for each invoice I produce, I need to change the person's name in the 'attention' box. Previously this could be done by clicking on 'edit address' within the invoice, but in new invoicing, I need to edit the address by going into 'contacts', 'edit ', 'addresses', 'edit address', 'update address', 'save'. Once this is done, the ability to email the new invoice disappears,…
97 votesHi everyone, thanks for continuing to tune into updates of the idea here. Taking feedback on board on information that's most helpful to our customers we've released improvements to the ‘Contact’ field within new invoicing.
We heard being able to edit and add the 'Attention to' for a contacts address was important, and we've now added this capability into the contact card so you can edit this in the billing or delivery address detail, on the fly.
Along with this; there's now a look up tool so you can easily search and select a contact's addresses, and we’ve added more lines to enter a contacts address if needed. We appreciate your engagement and letting us know what matters to you through product ideas.
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New invoicing - Send einvoice
The new invoicing will not allow e-invoicing without an ABN attached which defeats the purpose . Bring back the classic invoicing.
2 votesHi team, returning to switch this idea across to delivered. While Xero does require a customer to be registered and have an ABN. EInvoicing is available within new invoicing. You can find more information on this here.
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New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.118 votesHi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉
We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea.
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New Invoicing - Open attached files in the current window
open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
Much more user friendly the old way with a resize-able/move-able viewing window within the same tab78 votesHi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨
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New invoicing | Billable Expense - Reorder Columns & Horizontal Scroll
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as…
17 votesThanks again for your feedback and sharing pain-points about adding billable expenses within an invoice. As you may have recently noticed we've released a few changes to this window to improve your experience.
We've re-ordered columns, added pagination and adjusted some of the column widths to make it much simpler to find, select and add billable expenses to an invoice.
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New Invoicing - Use item sales price when copying from Purchase order
New Invoicing problem - we are copying new invoices from the existing purchase orders and prices on the new invoices are showing as a cost price instead of the sales prices! :(((. A massive issue! Also, the new invoicing look is not user friendly with a lot of space on the screen. We were very happy with the current invoicing when everything was working perfectly, and the new invoicing does not work for us at all. Dear Xero developers, please do not fix what is not broken and leave the current invoicing as it is.
13 votesHi everyone, we appreciate your feedback on this and I'd like to confirm that our team have implemented a change. Now, when you copy a purchase order to a draft invoice, where it includes items from your Products and services Xero will use the Sale price and account saved for that item when creating the invoice.
Thank you for sharing with us on this and staying updated though product ideas, here.
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New Invoicing - Populate Discount from Contact's Sales Defaults
New Invoicing: In the classic invoicing, I can click in the discount area and the discount set in a customer's profile is automatically entered. I don't want to have to go in and look up each customer's discount every time I create an invoice. In the new invoicing, when I click in there it just waits for me to type something in.
7 votesHi team, from new invoicing once you add a contact any sales defaults you have saved will be applied. Simply enter a Qty or Price and the discount saved for that contact will be applied.
If you're not seeing the discount column on your invoice, click the show/hide fields on the left above the invoice body and make sure this has been selected.
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New Invoicing - Reduce the amount of empty space on screen
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.
437 votesHi team, taking a lot of our customers feedback onboard we've just released a new line item grid that encompasses many improvements our customers have been asking for. With this change, our product team have optimised padding, font size and column width, reducing the amount of white space and providing a more compact view. For many customers this means less scrolling and better visibility of the contents of fields like Account and Tax Rate which are now wrapped so you can see the full contents.
We value all the feedback we've received from customers as we keep developing this experience. Please continue to add your votes to what matters most to you, our product teams continuously lean into your feedback and trending ideas from the forums here as they plan more improvements.
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New Invoicing - Populate Tracking column from settings in contact's Sales Defaults
Hi, the new version of invoicing will increase my work load. at present when you open an invoice to approve it, it is easy to select the tracking categories, as it is linked to the client profile. in the new version it does not and you have to go through the list in a drop down!
Also we have an issue when we change the invoice date. for example and Invoice raised on the 5th Feb should be paid on the 6th March. If we change the invoice date from the 5th to the 4th, it does not change…
3 votesThanks for your feedback on the idea here, with the way new invoicing works once you add a contact, any sales defaults saved for that contact in their record will be applied.
Adding a Qty or Price for a line will trigger Tracking defaults saved for them to be automatically applied. Similarly this applies to the any default saved for Due Date. If you have saved a due date that is driven by the invoice Issue date you should see this update if you change the Issue date on the invoice.
If this is not behaviour that you're experiencing please do raise a case with our team of specialists so we can take a closer look into this with you.
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New invoicing - More Address Lines when adding contact details
When sending an invoice to a new customer using the new invoicing you can only add one address line before the Town/City field. With the old invoicing you could add multiple address lines before the Town/City field (as you can also do with their Contact page and clicking edit).
With new invoicing this is difficult. Every time you need to add an address to a new invoice going to a new contact within the invoice screen then you only have one address line above the town/city field.
To add more address lines above the town/city field you need to amend…8 votesHi team, we’ve made and released some recent enhancements to the ‘Contact’ field and contact card within new invoicing.
Hearing your feedback here, we added more address lines to the contact card within new invoicing so you can add your full customer’s delivery or billing address on the fly. You’ll also see you can quickly look up and select addresses for your contact, as well as edit or add the Attention to without needing to go to the contact record. Thanks for your interest with us here.
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Jax - Invoice Due Date
JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.
Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It…
1 voteHi Brandy! Did you know it's already possible to do this in Xero via JAX?
To get JAX to automatically use your contacts’ default due dates, simply prompt it once to apply the default dates set in each contact’s profile.
From then on, JAX will create draft invoices that use those contacts’ specific due dates.
If you’d like an extra hand setting this up, you can raise a case with our Xero Support specialists 😊
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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