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Hi. I'm curious about the % discount feature. This doesn't seem to be working. It is set in the client profile, but I am still having to manually adjust each line.

Hi. I'm curious about the % discount feature. This doesn't seem to be working as it does in the classic setting. A percentage is set in the client profile, but I am still having to manually adjust each line.
Am I doing something wrong?

When invoicing 'add contacts last items' it does not copy contacts LAST items it is copying the contacts last paid invoice I think. This is a major problem as when our clients prices are uprated it has copied old invoices with old costings! not the previous monthly invoice.

The client payment terms setting doesn't pull across when you copy an old invoice into a new one. The due date is always today's date. If the client setting is 30 days or 45 days the system ignores this. What's the point in having default settings? Again more clicks to open a new window, find the client, check their payment terms, work out due date manually. In 2024. With a system that used to manage this feature just fine.
I contacted support and was told it is a known issue.
Please can this be fixed?

I have now created and Off Site petition..... Petition for Xero to stop making changes...
https://chng.it/wYWMHwp9td

Yes totally agree - we approve but dont send out our sales invoices until the end of the day - this gives us opportunity to check the invoices and batch send
we need the Approve only button to show on the invoices (so you can set a default)

Hi Xero Team,

Could you please advise why the new invoice does not follow the GST settings as represented? In Classic invoicing, I have set up the total for the invoice to show as follows:

Non-GST
GST
Total GST incl.

However, when I switch the SAME invoice to New Invoicing mode, it only shows:

Total GST incl.
GST

Could you please advise why Xero does not remember my invoice preference settings in New Invoicing? Does this mean I have to set up my preferences for New Invoicing and spend additional time on this? Can it be fixed, please?

Sorry for the back and forth there, Olga. I see your came back to our specialists and they've now confirmed there's an issue with the 'Send me a copy' not remembering the last selection and this is now with our product team. Our specialists will reach back out as soon as it's resolved. Thanks

Hi Kelly,

I received a reply from your specialist. Please see it below. Could you please comment on it? It does contradict your explanation.

Hi Olga

Thanks for reaching out.

The 'send me a copy' does not stay on with the New Invoicing. This is a feature on the Classic Invoicing.

However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.

If you have any feedback on New Invoicing, and have specific functionalities that you would like to see in New Invoicing, then we suggest you raise these in Xero Product ideas.

Our Product team will be actively monitoring these requests before the retirement of classic invoicing, and prioritising the ideas most requested by our customers.

I’ve included a link to the idea where you can view and support it or create a new idea to share your thoughts.

Xero Product Ideas: Sales Invoicing - Automate 'send me a copy' on invoices

Regards

Rita

Hi Kelly, thank you for advising me to raise a case with Xero for my problem. Anyway, my browser does remember the tick in the "attached PDF" field, but it does not remember the tick in the "Send me a copy". What a strange browser!

I am addressing this issue with your specialist now.

Kelly,

This statement is not true: "Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent"

I just emailed 5 invoices. I ticked the "Send me a copy" box in the first email. Then I had to tick it in each of 4 consecutive emails. It does not remember the selection made in the last email sent.

and calender under due date instead of the all the other options, always have to pick another date, the calendar now takes two steps to get to the date wanting, before was one step.

please make the send me a copy in the email invoice a default so don't have to tick each time. thanks

Absolutely! I truly dislike that on the invoicing layout I have to constantly remove "project" from the invoicing. WE NEVER use this module. And it's in every single invoice. There is no place to even change the default.

I have to agree with Brooke Gowen, this is very annoying always having to uncheck the box to remove the PDF and always have to check the box send me a copy. So now we are being forced to use the new invoicing soon but you can not provide us with some of the old features that most of us are asking for. Please either wait to force the new involving or make sure the options of PDF and send a copy are remembered.

I tried the new invoicing out for one client where I have groups set up which are set up under membership tiers. Old invoicing allowed me to create one draft invoice for a particular tier and then click create invoices for everyone that was in that group and then be able to approve from there. I switched to new invoicing after selecting the tier I wanted to generate the draft invoice for and all I got was "I needed to enter a contact name" it wouldn't accept the tier group to then generate the invoices for everyone. When you have over 130 invoices to generate across multiple tiers I don't want to have to do them all individually or do copy and paste for 30+ in some cases. Under the old version I can make sure I'm not missing any being invoiced as well for a particular tier.

This option should be included in new invoicing as well but it appears it's just another thing they haven't taken into account.

New Invoicing no longer auto defaults the tracking from Sales defaults on draft invoices from third party software. Our company uses another software to raise sales but the sales person is often not the sales person assigned to the sale. It is the salesperson who got the customer on board and in the sales defaults in Xero, not the person who took the order on the third party software.
Sales default setting need to AUTO fill.

Default Settings should be stored in the User Login Profile along side the Permissions assigned to the user for each company. These "Defaults" should include what the user wants as the default action for ANY Dropdown Button. EG. New Invoicing: Adding Billable Expenses - Add items SEPARATELY rather than as ONE. This used to be 2x buttons now it's a Dropdown Button with the wrong default 99% of the time. Same goes for New Invoicing Approval Button - Approval & Next or Submit for Approval & Next instead of Approve & Email. AND Next should be picked from the sort order in the Drafts Listing - Thus Chronoligical Order would be possible!

Very frustrating

It would be interesting to talk with the people who designed the new invoicing system interface and ask them why they would change the interface so much by removing existing functionality?

Users would easily move to a newer system as you're changing the underlying api's to move to a better more expandable and efficient system right?

Well, if that is the case, why have your developers ignored users by removing existing functionality or changing it to the point where it is no longer user-friendly.

Users will resist change - especially if that change is going to increase time to perform a task. The person in charge of the UI needs to be sat down and spoken with.