New Invoicing - Make the History & Notes the same as in Classic Invoicing
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
Anishta Pillay
shared this idea
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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Laurette Lubbers
commented
I'm hearing you Chris Curlett but to be honest, for all the bookkeepers solo in offices, or as part of a tiny family business, I WANT the option to amend invoices AFTER they have been approved. It's bad enough that I XERO does not let me change them AFTER a part-payment has been allocated to it (progress payments are all the go in the building industry - as is adding further work requests)
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Chris Curlett
commented
One of the real issues I have with Xero Invoicing is that once it is approved and sent to a customer as the final invoice, All good
However, a Xero user can change the invoice, including its value, after it has been approved and sent out. This means you can have several invoices with the same number and differing amounts. Imagine how many versions of the same invoice there are. This is a recipe for fraud as an employee can continue issuing invoices.
It seems to me there may be a need for this with some users however, the risk just seems too large to me. It seems simple to place an on/off “switch” in the default system, saying that once an invoice is approved, it can not be changed but has to be reversed and reissued. This means the new invoice will have its own invoice number as a part of the audit trail.
To leave an invoice open to be changed is a real risk.
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Tanya Spence
commented
And yet we still don't have the email address sent to listed in the notes. And it says the invoice is edited when you simply approve it or email it?? Cmon Xero this is rubbish
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Gillian Hawes
commented
There are so many short comings on New Invoicing. The 2 we are suffering with so far are:- 1) Having to turn off the download PDF button EVERY time an invoice is sent to a customer. We don't use this and would like the option to turn Download PDF off permanently like we could in classic! 2) When we send an invoice, it just shows as 'Edited' in the invoice history and this message also shows twice! How can this be better when Classic recorded when it was sent and even recorded the email address it was sent to? Edited could mean anything?! I'm not sure how New Invoicing is better. Really disappointed with Xero!
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Chris Curlett
commented
This shows the lack of testing - what have the software been doing for so king to have so many issues that still require work?
iT would be better if they implemented the suggestions that are supported by users.
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Belinda Turner
commented
In the notes field Why does it say updated when I didn't update? Why are we not able to print out notes? As someone said most of these things are required as a document trail and potentially proof should it become a legal matter.
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Laurette Lubbers
commented
In a decade with Xero, I have not yet been involved in an issue that they actually listened to in seriousness, let alone actioned. Someone mentioned "being treated like children" and that's pretty much how it is. Been turning people off from Xero for several years because of it. After this financial year I'll be free of them.
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Chris Curlett
commented
XERO - TRUST YOUR USERS. If the new Invoicing is so good let your users transfer when they are comfortable with it rather than treating them like children and forcing them to change!
Come on and show some respect for your users who pay your wages!
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Nadine Hyslop
commented
Very important to show the invoice # copied from, I use this feature frequently and sometimes make mistakes and need to track back to this!
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Jared Simmons
commented
important to show the details relating to the history entries on an invoice i.e. the classic format includes what email address it was sent to, the new one doesn't...
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Chris Curlett
commented
Come on XERO stop being directorial and let your most valuable asset, your customers, decide which version of XERO they want to use.
Your customers know more about their business than you so give your customers the respect they deserve and stop being so dictatorial.
KEEO THE CLASIC INVOICE AS AN OPTION
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Helen Duckworth
commented
Like many others, I too am angry that I have lost a lot of the Notes functionality. I need to be able to see what was done, what day, what time, and if I sent it somewhere show me the email address where it was sent. The new invoicing notes give me no clue as to what I did. Even the customer notes appear to have lost a lot of details- - please restore it!!!!
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Accounts TestIntel
commented
Why the billing customer address takes more than 1 min to be shown up on the page? Why tho whole new invoicing is sooooo slow? Did you actually use it by yourself?
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Accounts TestIntel
commented
Why the clock time of sending out invoices is not shown in the "History and notes" area anymore when moving to new invoicing? I thought the new one supposed to be better than old one???
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Claire Barning
commented
Please add time (to the existing date) to the details to History of sending emails or making changes to the invoice or adding notes etc. These small details are very important.
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Mandy Weston
commented
I can't understand why the EMAIL I sent the invoice to isn't in the notes anymore!
We use this as proof to our customers of who and when we sent the email
I do hundreds a week so I don't cc myself on them!
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Andrew Cranson
commented
Recoded items in the history just show the number of line items that were changed, but not which lines. This is not good. Please keep the classic invoicing at least until this is fixed.
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sharon benedict
commented
Why is Xero NOT listening to us.. the New Invoicing has not got the features that we need, leave Classic invoicing in play or put the features into the New Invoicing that most small business need, I am sick of the time consuming steps that now are needed to do a simple invoice, draft or credit note. Even a small thing like it now takes 2 clicks on the Tab key to move to the Qty on an invoice, WHY?? let alone all the other items changed, Time to listen to the clients Xero. I'm trying out a free trial of Quickbooks & will migrate if Xero dosent listen and keep Classic Invoicing features in the New Invoice system
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Samantha Schmalz
commented
I wish to continue to use old invoicing. I do E Commerce and reconcile sales invoices to payments made via Afterpay Zippay Shopify Layby PayPal Klarna and use multi currency. Old invoicing works perfectly for me.
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Chris Curlett
commented
I still fail to understand why XERO is pressing the new Invoicing so much when there are so many other suggestions by users that are well supported (200+ in favor) but XERO will NOT implement.
The new invoicing is a shambles.
XERO PLEASE ADVISE US
1. why you constantly ignore the constructive suggestions by users.
2. why you are implementing the new system with such fervor.
There is so much that needs to be improved in the current system that has been requested by hundreds of users please do this first. Diverting resources as you have to the new invoicing just makes no sense.
IGNORE YOUR CUSTOMERS AT YOUR PERIAL