New Invoicing - Remember default settings
New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
It's going to be very frustrating otherwise :)
-
Yazz Bhatti commented
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.
-
Heather Palmer commented
100% agree with you on this, so many features are not working correctly
-
Ben Johnson commented
Still not fixed.
-
Simon Richardson commented
New Invoicing - default checkboxes - attach pdf and email me a copy -
apparently this has been solved already (see other thread), but I still find i have to go and re-tick the checkboxes every time - please can these default back to whatever the last setting was for that client, when copying an invoice, like classic invoicing?
-
Simon Richardson commented
i need to manually send a pdf copy to some clients every time - even though xero sends a copy direct to their accounting package at head office.
They will not pay unless they get a copy of the pdf emailed manually to the local office- -
Sarah Jacobs commented
Also I don't want 'approve and email' to be my default option. I want to just approve invoices, then email them later.
-
Chris Curlett commented
The new layout is a mess. It would be better if they addressed some of the users requests with 500+ votes in favor rather than spending time breaking the Invoice system that is working!
Come on Xero do something that Users WANT done!