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new invoice

Am I the only one who dislikes the new Invoice in Xero? I think it is clunky and not visually as easy as the previous. I find it hard to describe but it seems the proportions of the boxes are not right. At least not on my Macbook.

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Luciana Paroli shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate your feedback, Luciana - When you say the portions of the boxes are not right are there any specific boxes that you're referring to. Can you share a little more on what you're seeing and how we could improve things for you?

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  • Sarah Morley commented  ·   ·  Report

    I agree with many of the comments, it feels clunkier than the previous version.
    Not an improvement.

  • Maurice McKinnon commented  ·   ·  Report

    Im Not a fan either. It was a lot easy to add a payment in the classic invoicing. Lots more clicks than before - dont see that as an improvement.
    Also, when you use a NEW invoice from Practice Manager / Tax - it is not possible to have the tax field set as Tax inclusive. That would be a really good improvement .

  • Andrena Miles commented  ·   ·  Report

    I must admit that I don't like it, my colleagues don't like it and I was speaking to two customers yesterday and they don't like it either. I know change can be hard but we can't see any benefits.

  • Fran Whittington commented  ·   ·  Report

    So glad to see others not so happy with the new style invoicing. I agree with the issue around the dates - too many extra clicks to do.
    I also forward to Xero Files emailed revenue reports from our Sumup sales. On the Classic invoicing I could go to Files click on the side options by the report there and open a Sales Invoice - this revenue report would then be automatically attached to the invoice and open in a little side box to help the completion of the invoice. New Style invoicing doesn't do this - I know I can add it separately but again, many more clicks and not able to view instantly - please sort this out.

  • Galina Osavciuk commented  ·   ·  Report

    I used the new version, but I often have the problem with taxes. Client makes differents invoices for each week, but I made one invoice per month and it gives 0.01-0.03$ difference. In the classic mode I can do ''includes Adjustment to Tax'' and it is very useful. La version classic The classic version is easier to use. I think to change to new version, new version must be easier and more convenient.

  • Christine Roberts commented  ·   ·  Report

    From all the various feedback, it does seem clear that no one is happy with the new invoicing format or the increased steps to achieve what was a very easy process in classic invoicing. Why did you not add the new features to classic invoicing instead of developing a system that does not work as well ? and as many people have pointed out is overly large and clunky and time consuming and irritating to use.I am not sure why Xero feels the need to change not only this but often reports and layouts that work extremely well, adding more steps in processes unecessarily., which in the end the users are payig increased fees for.

  • Lucy Thomas commented  ·   ·  Report

    I agree with this comment. The new invoice looks "unkempt" and not as neat as the classic invoice did (almost like it's gone back in time and become more basic-looking). Choosing the date for your invoice isn't as quick as it was before, unless you're raising an invoice for "today or tomorrow" and then the same goes for the Due Date. You also used to be able to drag and drop a pdf straight in to the body of the invoice but now you have to click on the "Files" section to open up a drag and drop box before you can do this, another step that we didn't have to do before. And why is the main "save" button "Approve & Email"? Surely it should just be "Approve"?

  • Andry2 Andry2 commented  ·   ·  Report

    Yes, I also dislike this new invoice, mane old feature is missing in the new invoice, please refer below:

    1. New invoice version still has not accommodate manual exchange rate conversion edit.

    2. New invoice version did not have any comma separator for the figure like old invoice

    3.New invoice version, when I copy the invoice, it did not automatically apply the sales default due date, even though I have set it the contact.

    Please address this issue before retiring the old invoice completely as based on my opinion, this feature is very important