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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Isabel Steel
commented
I also agree with all previous comments re Classic being the better invoicing tool.
Extra frustration for me is that the 'calendar' has gone for the date of invoice so that now I have to go to a drop down menu & "choose another date" to get to it - 2 extra steps that weren't there! - Our business frequently has to date invoices to the week before, so this adds a lot of time on for me!
Also, the box for the GL code (like the product and other comments) does not show the full GL code description anymore - extremely frustrating when you are checking you've typed everything correctly before exiting out.
Finally, please go back to the 'grey' background - it was much easier to read the screen and see where everything was!
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Sue Britten
commented
I really do not find this quicker than classic.
I too use text lines, cannot do this in new.
I too do not always send invoices to the contact email address, so seeing email address is a must.Adding a payment is difficult to locate maybe "approve & pay" needs to be added to drop down list.
Add the ability to choose which option shows first in the "approve & email" drop down list. 50% of our invoicing is paid before processing and not emailed.
I would prefer to use classic.
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Gustavo Alberto Cardona Chorro
commented
In the new invoicing system we will have these two issues:
a.- When the Invoice is approved is not possible to see the ITEM CODE, only the description. For a company with more than 1000 SKU's this is impossible to manage
b.- When one Draft Invoice can not be approved due to lack of stock, Classic Invoice shows you a list of all missing SKU's. The New System just shows you the first one found. -
Craig Millett
commented
YES, leave Classic as is.
I have a different problem. I require text entries on my invoices with no Amounts or Qtys in the line, so I can leave them blank.
In the new invoicing, it automatically populates all the boxes then throws up errors, can't be done.
Not Happy Jan! -
Lorrie Kelly
commented
Absolutely agree with this. The ability to see the sent email address is critical for our business as well as detailed notes to understand the history of the invoice. The abridged notes in the New Invoicing are almost useless for us!
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Dan Browne
commented
+1 for this. A major thing that is missing for me with the new invoicing history layout is seeing the email address that an invoice was sent to. Now it just says it was sent, but not to who it was sent to. This has always been a really handy feature for us because sometimes we don't send the invoice to the default account department and it's handy when people say they didn't receive it to understand if we had a typo in the email address or if they're BSing us.