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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

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Anishta Pillay shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Helene Smith commented  ·   ·  Report

    I have also noticed that the history has changed and it doesn't give the EXACT history! If I resend an invoice to another person within the clients company it no longer says emailed to such and such. It just says invoice amended or changed. This is not ideal at all

  • Justine Quarrell commented  ·   ·  Report

    I have now reverted back to the old version as the amendments again have made this worse, so many places to go, side view of email not needed and now have to go to the right to add invoice as an attachment - how can this be an improvement

  • Chris Curlett commented  ·   ·  Report

    Hi Laurette and for those who want the ability to change invoices and those who do not I suggested a on/off "switch" to cater for everyone's needs. I saw this as an easy solution to cater for individual needs.

    It is important to have the software cater for the needs to the user and I thought this would provide for that..

  • Jenny Draper commented  ·   ·  Report

    AAAAAAAAAAARRRRRRRRRRRRRRRRRRRRGGGGGGGGGGGGGGGGGGGGGG XEROOOOOOOOOOOOOOOOOOOOO
    LISTEN!!!!!!!!!!!!!!!!!!!!!!

  • Jenny Draper commented  ·   ·  Report

    Laurette, I'm with you - I WANT the option to amend invoices AFTER they have been approved. It's the ONLY feature in new invoicing that works

  • Laurette Lubbers commented  ·   ·  Report

    Am shocked to see so many questions and comments and suggestions by so many people in this thread, yet all I hear is crickets from Xero. Just continuing with their 'we don't give a hoot' stance.

  • Laurette Lubbers commented  ·   ·  Report

    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)

  • Chris Curlett commented  ·   ·  Report

    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.

  • Tanya Spence commented  ·   ·  Report

    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

  • Gillian Hawes commented  ·   ·  Report

    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!

  • Chris Curlett commented  ·   ·  Report

    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.

  • Belinda Turner commented  ·   ·  Report

    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.

  • Laurette Lubbers commented  ·   ·  Report

    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.

  • Chris Curlett commented  ·   ·  Report

    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!

  • Nadine Hyslop commented  ·   ·  Report

    Very important to show the invoice # copied from, I use this feature frequently and sometimes make mistakes and need to track back to this!

  • Jared Simmons commented  ·   ·  Report

    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...

  • Chris Curlett commented  ·   ·  Report

    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

  • Helen Duckworth commented  ·   ·  Report

    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!!!!

  • Accounts TestIntel commented  ·   ·  Report

    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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