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269 results found
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New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
101 votesHi team, the improvements to the date selector are now live to everyone! Thank you again, for all your feedback.
Along with this change, we also recently released an update to date entry shortcuts so you can now enter the same shortcuts that you had with classic invoicing such as +0 or 't' for today's date.
With copy and paste you'll find you can copy and paste dates however these will currently need to contain a '/' or '-' between the day-month-year to appear correctly.
We appreciate there are other options when selecting dates that our customers would like to see and there are other ideas that you may also like to vote and join for updates.
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New invoicing - Ability to enter +0 for due date
New Invoicing - Due Date: entering +0 currently records the due date as 7 days from invoice date. This feature is useful when due date is same as invoice date. All other numbers work (eg +5, +6, +7 etc) but +0 does not. Please fix this.
23 votesHi everyone, we appreciate your patience while we worked on developing shortcuts into new invoicing.
We have now released an update and you'll find you can use the same shortcuts you used to in classic such as +0 or 't'. Thanks for all your feedback on this here.
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New Invoicing - Reset to Default Due Date option
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.
160 votesQuick roll out here 😊 the improvements for the date selector are now live to all users including the ability to Reset to default due date.
Just remember the default will be based on the setting in the contacts record, or if there is none saved this will default to the options set in your Invoice Settings.
Appreciate all your feedback and sharing with us through the idea here.
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New Invoicing - highlight issue date when tabbing across
Old invoicing you used to select your "to" contact, then tab across to the date where the date would be highlighted so you could start typing a new date straight away. New invoicing no longer selects the date & takes longer if you want to manually type a date rather than having to use the mouse.
1 voteHi Shannon, we made some changes toward end of 2024 to improve the entry and selection of dates in new invoicing. Having just done a test I can see that when you tab from the To field it'll move across to the Issue date field with the date highlighted and you can easily start typing the date you need just like you've mentioned.
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New Invoicing - Typeable dates in Date fields
On the old invoices/bills I could type "18/2/23" and it would auto fill 18th February 2023. Now I have to scroll back multiple months to get there. It would be good if I could type in the date field boxes again. Specifically on "Add Payment"
310 votesWe're pleased to announce that with our latest update you have the ability to directly type dates when making payments on invoices! We know this was a highly requested feature, and we appreciate everyone who voted and shared their input.
For those familiar with our Xero Central article on keyboard shortcuts, you'll be happy to know that all those shortcuts are now fully functional in this date field, as well as all other date fields throughout your invoices.
While a direct dropdown for "yesterday" isn't available, you can quickly enter the previous day's date by typing 't-1'.
As this update delivers the majority of the changes discussed in this idea, we'll now mark it as delivered.
We also heard the feedback from some users who prefer to use a full stop (.) as a date separator instead of the forward slash (/) or hyphen (-). There's a specific idea,…
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New Invoicing - Allow manual typing of a Date in 'Add Payment' screen
Hello,
When you go to add in a 'add payment' in new invoicing, today's date auto populates. If you click on this field to change the date, you HAVE to use the calendar and arrows, it won't let you type in a date.
Can you please add this feature, like is available in most other areas of Xero?
If you could also please allow any date format to be entered in his field this would be preferred, (yes like bank reconciliation dates, not like fixed assets dates which only allow 1 format of date to…
30 votesHey everyone, we've heard your feedback loud and clear, and we're happy to share that you can now directly type dates when entering payments on invoices.
You can use the forward slash (/) or hyphen (-) as separators, making it quick and easy to enter the dates you need. Plus, all the handy keyboard shortcuts you already know will work in these date fields too, making the process even smoother.
Thanks so much for letting us know what's important to you. Your input helps us make Xero even better 🙂
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New invoicing - Tab through date field
When you are entering in date ranges, you used to be able to press tab once and it would jump from the first date to the second date. Now it takes like 7-8 times. This is an inefficiency that seems to have only started a few days ago.
4 votesHi all, the team did make some changes to the tabbing of fields in new invoicing. You should find that when using Tab you only need to press this once to move from the Invoice Date to Due Date, then cross to Invoice #.
If you're not finding this behaviour, it'd be good if you could raise a case with our team of specialists so we can look into this further.
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New Invoicing - Calendar lookup to select Issue Date
When selecting the date, why only have today and tomorrow, not the calendar. A lot of the time when entering an invoice, it will be dated to a previous day. Why not have the calendar and these options? Or have yesterday as an option.
So far, this new invoicing is a mess and definitely doesn't make life easier. Improvements are needed.
5 votesHi community, appreciate things are a little different between classic invoicing and new. While we've created common date selections when entering dates using new invoicing you can still pick any date you need.
From the date field, under Today and Tomorrow, is 'Pick another date', clicking this will open a calendar popup so you can select the date you need. You may also find some of our date entry shortcuts useful when entering this information in Xero.
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Invoicing - fix behaviour when using Tab from Issue Date to Due Date
When I am in the Contact field and update the Contact and click Tab, the cursor moves from the Contact field to the Issue Date field and highlights the date in the Issue Date field.
After I update the date in the Issue Date field and click Tab, the cursor moves from the Issue Date field to the Due Date field, momentarily highlights the date in the Due Date field and then immediately moves the cursor to the end of the date.
It's annoying AF.
If I update the Due Date field and click Tab, the…3 votesSorry to hear the troubles you're running into here, Sam. By default, when you press tab after entering the invoice date to move over to the due date, Xero will highlight the due date for you in the similar manner as it is doing for the invoice date and the invoice number boxes. If you're experiencing issues, or some thing isn't working as you'd expect it to, it's best if you could raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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New Invoicing - Due Dates drop down add Tomorrow
In the new invoicing, invoice date, drop down has tomorrow as an option, but in the drop down for due date this is not an option and have to go in to manually select the date which is time consuming this is something we use for most of our invoices.
3 votesHi team, returning to the idea here we're going to shift this to delivered with the existing ability to enter the keyboard shortcut 'T+1' that'll auto select Tomorrows date in the Due Date field.
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New invoicing - Don't update Due Date when changing the Invoice Date
With the old invoice format—when you edit the invoice issue date, the due date doesn't change. When you edit the issue date with the NEW invoice format, the due date automatically changes. Not sure about others, but I don't want it to do that. I'll often issue an invoice in the first couple of days of the month but then immediately backdate it to the end of the previous month. I don't want the customer's due date to change. I change the due date back, manually, but again—it's more clicks.
Changing the issue date (and undoing the change…
2 votesThanks for the feedback on the behaviour of the dues date, community. Our product team have implemented a change to this as of today, so now if you update the issue date after you've set a specific due date, it will not automatically update the due date when you make issue date changes.
We appreciate our customers have different expectations of the behaviour between issue and due dates in new invoicing - Along with other changes we're developing for the due date picker, we'll soon release the option to 'Reset to default due date' which will let you intentionally update the due date based on your invoice's contact's default due date (if set) or your organisations default due date, just by clicking this option.
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New Invoicing - Time stamp in History & Notes
In the classic invoicing history, we can see the date and timestamp, this is not available in the new invoicing - see attached screenshots.
We use this time stamp a lot for trouble shooting - like what time or XPM and what time was the invoice approved. This helps if there is an integration problem or double up, or payment query.
78 votesWell that was quick! 😉 It turns out along with an entry when an invoice is sent, our product team also managed to release time stamps 🎉
In history & notes of new invoicing, next to the date you'll now see a time stamp of when an entry occurred. Thank you all who voted and shared with us on the idea, here.
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New invoicing - Add lines button
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!478 votesHi community, we've now released a new line item grid within invoicing. There are a few changes that come with this release, with the most relevant for you here being the ability to manually add rows to your invoice.
While you can still tab through to create a new row, you'll also have the option to click the Add row button to manually add and move blank rows within your invoice.
I do want to note, that though you can move blank rows within your invoice, blank rows will be removed when you save the invoice (this is the same behaviour as classic). If you'd like to retain these rows once saved you'll just need to add a character within the Description field for example '.' or '|' will ensure the line is saved with the invoice.
We understand there is still some appetite for being able to add multiple…
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New Invoicing - Add new Tracking option
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.288 votesHi everyone, we've now released the ability to add a new tracking option within new invoicing to all customers!
Just like classic, you'll find using the option +Create new tracking opens a modal within the screen that allows you to easily add a new option for that tracking category on the fly.😊
Thanks again for all your feedback around this improvement and it's meaning to you here.
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New invoicing - Edit exchange rate
It is currently not possible to change the exchange rate used in the new invoicing screen, when invoicing in a foreign currency. You have to switch back to classic invoicing to correct it to the monthly rate we have entered in settings.
108 votesHi team, we have recently released the ability to set the exchange rate within new invoicing for organisations that use multi-currency.
Just like classic, as soon as the invoice currency is changed to a currency other than the orgs base currency, the option to 'Set exchange rate' will appear which you can click to edit.
We know this is an important feature you've been waiting for in the new experience, and we're really keen for you to try it out and share any feedback you have back with us here. Thanks!
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New invoicing | View contact address
Can the new invoicing template show address like the classic invoicing template does?
Classic invoicing - Shows company address and the person it is addressed to (Attention:) when viewing the invoicing from our end
New Invoice - Only shows the company name and to check if the address is correct and if the person it is addressed to is correct you have to click on Edit or download it as a pdf to verify it.
Example Snapshots attached.54 votesHi team, with our latest updates to new invoicing you're now able to see your contacts address if they have one saved when viewing the invoice.
Appreciate the question around being able to edit the address and to confirm - you'll find in view mode you can click on the contact to view the contact card. If you'd like to edit the address click the small link in the top right of the contact card. This'll pop the contact open in a separate browser tab where you can edit and add a billing and/or delivery address. 🙂
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New invoicing - View full account name
New Invoicing: Auto adjust the account column width (or wrap text) so that the full account name can be seen when creating an invoice in New Invoicing. Currently users have to click on the account within each line to see the full account name. In Classic invoicing the account box automatically adjusts so that the full account name can be seen.
62 votesOur new line item grid is now available! Thanks for sharing and supporting this idea for being able to see the full detail of your Account.
With this release, all fields within the grid will wrap so if the contents spill over more than 1 line you can still read the full account within the field. Along with this, our product team have optimised padding, font size and column width to improve visibility and reduce the need to scroll when viewing your invoices.
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New invoicing - Option to use Xero Network
xero to xero Invoicing
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
ChantelleMichael
Support specialist
Yesterday 5:05 PM
Hi ChantelleAs you’ve found, there’s no functionality in New Invoicing…
210 votesHi everyone! Back to share that Xero to Xero is now live within invoicing. Thank you for all your valuable contributions and sharing in product ideas.
As mentioned in my last update, with the way that we've built this within invoicing we've been able to also enable the ability to include file attachments when sending via the network 😊
See more details on how to send via a single invoice, or multiple, on Xero Central.
Right now, this is live to all but Singapore organisations. We're still doing a bit of work to provide this capability to Singapore and I'll update again when available in this region.
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New Invoicing - Hide detailed summary on email
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…
159 votesHi everyone, we appreciate all the attention this idea has received and while I know this has been mentioned by others earlier in the conversation we wanted to confirm it is currently possible to remove the detailed summary from showing within the invoice email.
This is controlled within Email settings and updating your email templates for sales invoice.
If you open your template you'll see an option for 'Include action to online invoice and detailed summary'.
Having checked in with our team we have no plans for changing this flow in the short term, however this is a one time action so once you uncheck and save the template you'll find this removes this formatting from any invoices you send with the template applied.
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Pre-Defined NET Payment Terms for Invoice Due Date
Most businesses use certain payment terms, like NET 30, NET 45, NET 60, NET 90 days. When invoicing businesses with different payment terms, there should be a faster way to calculate the due date, rather than asking Google "45 days from today" or "60 days from today" and entering that as the due date.
It would be great to create pre-defined NET payment terms as part of the Due Date dropdown in Invoices. That way it would instantly adjust the due date based on the payment term selected for that invoice.
Yes, there is a way to set…
6 votesHi team, while the pre-defined list of dates aren't selectable options, you can use the date entry shortcuts to quickly calculate the due date based on the Invoice date. For example to select 30 days from the invoice date you'd simple enter +30 or +30d in the due date field.
We have all the shortcuts listed in this Xero Central article
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