New Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.
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Muhammad Ali commented
This looks like a great suggestion, as it addresses a critical need for efficiency.I am looking exactly similar feature for one of my clients business https://thebackvault.com, a vintage jewelry store, especially during the busy Christmas shopping season, processes a high volume of invoices daily. The additional step of clicking “Receive Payment” in the new invoicing style slows down their workflow significantly. The classic invoicing method’s direct payment entry field made the process much faster. Bringing this feature to the new style would be a valuable improvement, helping businesses like theirs save time and manage transactions smoothly during peak demand periods.
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Marya Egorova commented
Can you please just keep classic invoicing, so people can decide which kind they prefer to use. I spend triple amount of time processing sales invoices with all this "improvements" and new invoicing really affect my productivity (and will to use Xero for that matter). Classic Invoicing 4ever!!!
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Jeroen Brand commented
Not a new idea but I was told by your support team to post this here. Can we please have the payments block at the bottom of the invoice back? That was a real time saver compared to the current way to record payment.
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Freya Pieroz commented
@Lusiana Kisnanto having to click instead of being able to use the keyboard is a breach of Web Content Accessibility Guidelines (WCAG) international standards. Specifically success criterion 2.1.3 Keyboard (No Exception).
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Lusiana Kisnanto commented
Also please I want to type the payment date, select the account with typing instead of clicking it. I hate when I have to add the payment with so many clicks, just make the keyboard shortcut work!
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Fiona Davidson commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
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Aime Lallo commented
I find that it only alerts you to a customer pre paying an invoice after you come out of the screen and go back in and then a credit will appear in the bottom right hand side under the final values. This used to just pop up on the classic invoicing that a customer had a credit available and not sure why this can’t be adapted on the new invoicing. It’s a handy tool as doesn’t require you to manually go back through and allocate any pre payments to an invoice, which if get missed and a customer has paid, they will still receive a statement showing the invoice is unpaid, which then causes a potential issue.
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Dean Sempf commented
I would also like to see this feature returned please Xero
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Suzanne Lawson commented
I agree, I much prefer the ease of the classic invoicing!
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Jim Morris commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
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Emily Aspden commented
Please consider adding this back onto the invoice screen. It was previously so efficient adding 10s of payments with the tab button/keyboard. Now having to click through and select dates and select account, leaving more room for error and taking a lot more time.
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Sue Williams commented
Clearly, these "improvements" that Xero keep implementing are designed by people who don't actually use the product for bookkeeping purposes.
The additional time it now takes using this new sales layout is crazy - I would permanently stay on the classic version if it wasn't about to be retired.
Not being able to type dates and having to use the mouse to click through the calendar is ridiculously frustrating. As is the new way we have to 'Add a payment' and not being able to tab and type through it.
Also, I don't want to 'Approve & email' invoices straight away for most of my clients so having to make extra clicks to open up the drop down and click 'Approve' - another waste of time that adds up.
Not being able to drag and drop PDF files - having to open up the files drop down first - again, another impractical "improvement"
Xero - you had a fantastic product please listen to your users - you are ruining it again and again by continuing to make changes that are not functional for the majority of people who actually use this for work..... oh and increasing the prices too much & frequently for what is becoming a less functional product.
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Steve R commented
New invoicing is slowing me down so much :-(
Having to select a date from a popup instead of type it in.... hey... is there a version of this for people with disabilities who struggle with mouse movements? Maybe there's a setting that would let me type the date again, that would help a little at least. -
Kellie Francis commented
This is so important to change - it is so much more time consuming the new way. I can't afford this time when I have over 300 invoices to allocate payments to for one of my clients...Please revert back to the original system.
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Annabelle Bortnichuk commented
Have to agree with this! Same with purchase invoices - The 'add a payment' function is crucial to efficient bookkeeping on screen. I've also noticed you cannot type in the date on the 'add a payment' function and have to sift through the calendar. Very frustrating.
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Sam Gray commented
More clicks and/or keystrokes to achieve the same thing is never, ever, an improvement.
Don't pretend it is. Own it. Admit it's too hard to fix (fix being the key word). Beg our forgiveness.
And stop making date fields that you can't type in! -
Heather Perry commented
New invoicing is so inefficient with everything hidden in drop downs, no place on screen to add payments, and left to right scrolling. Horrible update experience thus far.
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Lisa Stevenson commented
Your new invoicing system is clunky and added in extra steps having to click on buttons to find your way to features that used to be on the main screen. Definitely not creating efficiency.
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Fiona Davidson commented
I have now created and Off Site petition..... Petition for Xero to stop making changes...
https://chng.it/wYWMHwp9td -
Katie Cooke commented
Seriously, could a member of Xero's development team let us know the thinking behind this design please. This is a genuine request, I need to understand because it makes xero sense in my head!