New invoicing - Set default for 'save'
When invoicing, i usually do in large batches. The save and close function should be second, with save and add another first. Or have the option to edit so it comes first for me?
Darren Packer
shared this idea
Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I appreciate this isn't a direct solution to what's been asked here and we'll continue to track and update if there are any more changes to share, here. Thanks
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Lyn Hill
commented
When creating invoices, i would suggest MOST companies do these in bulk rather than raising one individual invoice then go to do something else. I raise my monthly invoices on the same day usually.
So to create an invoice is fine,but to have to click into "save & close" in order to get into "save and add another" is extra clicks / click heavy.I think most businesses would benifit from less clicks and have the "save & add another" as the default...rather than the save & close option
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Olivia Mitchell
commented
In addition to this - we should be able to save an invoice without having to close it or add another. I just want to save and have the invoice stay open.