New Invoicing - Reduce number of steps and clicks
New invoicing has introduced more clicks, taps, steps at almost every level.
Please remove the added friction as it increases processing time.
The "new invoicing" messages are full of comments regarding where these pressure points have been added.
We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.
Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here.
As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;
- You can now tab to select a highlighted contact and move through to the next field - related idea
- Create a new repeating template from a draft invoice - related idea
Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.
Once the team's work has concluded, and they've confirmed next steps I'll come back to share more with you, here.
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Fiona Davidson commented
Petition for Xero Executives Regarding Alleged "Improvements"
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Jim Woolgar commented
Absolutely agree - every area seems a regression
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Jacqui Rood | Girl Friday Ltd commented
In classic invoicing if you want to delete a line, it's one click. Now it's two clicks. If there are 25 lines... that increases to 50 clicks!!!!!
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Peter Goddard commented
Obviously whoever has designed new invoicing doesn't use it daily, like Damon has commented almost every level has additional clicks or steps, it is completely non-logical and many great features of classis like inventory level not even shown, please don not turn off classic invoicing, think the ONLY benefit is the possibility to put amount or percentage in discount, but you can't do calcs in that liine now like you could in classic either, I'm refusing to use it.
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Kathy Corbett commented
I'm going back to Classic as the new invoicing isn't very user friendly. I have lost the ability to add my tracking categories - how do i track my income against my projects now??
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Kathy Marshman commented
Please rectify all the problems with "new invoicing" that users have advised in this Xero community thread before forcing it upon everyone.
OR...
Just maintain the current invoicing for those who prefer its functionality.
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Heather McDonald commented
New invoicing doesn't just look ugly, it lacks functionality which already exists in classic invoicing. Fix the issues first, then come up with a timeframe for the transition. Not vice versa.
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Anastasiia Dorodnaia commented
I absolutely agree that the new invoicing is a step backwards! I've just started to use it – never bothered to do it before – and I find the new invoicing ugly and clumsy. It seems obviously designed and created by someone who never used it :(
Additional issues include:
1. Too many clicks to email. It is better to have the "Email" button available first than "Add payment". We email every invoice, but only a few invoices require added payments manually. Most invoice payments are reconciled from the bank account. It is waste of our time and space on window.
2. Downloading PDFs: Why does it need to be opened in a browser first? I want to download it, not look at it.
3. Adding a contact when copying the invoice: Why is it not copying?
4. Attaching a file: Why do I have to save the invoice before attaching the file?
5. No Xero-to-Xero sending available.
6. No "Unicorn" fun available :(Please do not retire the "Old invoicing". It is very rude to do to Xero users.
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Gregory Yorke commented
Probably in a minority, but we use Xero Network all the time for AR/AP between our two entities, and it's not possible w/ New Invoicing, greatly increasing the chances for error. A big step backwards.
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Rob Pennoyer commented
Better yet: keep classic invoicing.
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Ian Thompson commented
Still no PO field, still no delivery address. Retain ‘Classic Invoicing’, fix the problems and introduce features users have been asking for for the last 10 years. ‘New Invoicing’ is not required; at least until it’s equal to or better than Classic.
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Stuart Brown commented
NEW invoicing is not good for me for many reasons. I will be forced to move my invoking away from Xero if you choose to implement only New Invoicing. And if that’s the case, I’ll move my accounting away too (as my Accountant is not a Xero fan). Up to you Xero.
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Mark Larrington commented
New invoicing is awful. 👎
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Caroline Sweby commented
Totally agree with this. Do not make the inputting of invoices and payments so difficult. Classic invoicing works so do not remove it. Listen to your users or I will have to consider changing software for all my clients.
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Julia Berry commented
Please listen to your users. So many people are sounding unhappy with the new Invoicing. User experience is everything and the New Invoicing lacks many critical features, is slower to use, requires more mouse clicks and navigation and slows down what should be a seamless process. Xero please attend to these issues before rolling out the new version.
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Richie Farrell commented
Not having the customers address visible once the invoice is updated has added an extra step for us now as we are having to click on the customer to see if it is the same as the address attended.
Also an extra step in having to click 'send me a copy' for each invoice before it is emailed.
Not a fan of New Invoicing. Let's hope they bring back some of the features from classic. Oh and while I'm at it................an option to charge interest on accounts would be super useful.
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Kreeta Kasempiyarom commented
I would like to add feedback to the new invoicing as well. First of all, this is appearing to be a classic case of over-engineering. Making things more complicated than necessary without adding any immediate benefit for the added complication. Here are a few things I'd like to add specifically:
1. Everything is too huge. I don't know what screen resolution the programmers have (probably some UHD screen), but for most accounts who use standard 1080p screens, everything is massive which results in text getting cut off, or zooming out required. Why?
2. Copy and paste no longer seems to work in the "PRICE" field. WHAT?! For a user base that deals in high amounts of data entry, how can you disable pasting into the invoice? You want to force everyone to manually key in every single number? That's completely unreasonable. I hope that is just a glitch, and not intentional.
3. Can we please get line-item counting. Sometimes we just need to know how many line items are in an invoice and having to manually count 50 lines of entries is such a pain in the butt and often results in errors. Just a simple "1, 2, 3"option at the beginning of the new line item would be tremendously helpful and a feature actually useful.