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.
Hi team, we appreciate having the payment option directly on the invoice screen has been widely anticipated by everyone on this idea. I'm happy to share that this feature has just started rolling out to customers and will be with everyone in the next couple of weeks.
When available you'll find this shows as a record payment section that sits beneath an Awaiting payment invoice on the page. I'll be back to confirm once this is fully rolled out.
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Ken Eason
commented
This should not be considered an "idea" to move to Under Review, but a broken feature that needs immediate repair.
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Olga O'Keefe
commented
Hi Kelly,
It has been said many times, please stop insulting us with "new ideas" or "ideas". Please stop calling black white. Did you read 1984 by George Orwell? You took away our "arm" and attached it to our "back". Now you are saying that there is good interest to return the arm to its righteous place. Does somebody in Xero (management, marketing, PR, development departments) have courage to admit it?
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Michele Alton
commented
I also totally agree. It is not as straight forward as the Classic version and takes longer to add payments. Would like the option to revert back to Classic Invoicing but I see that this complaint has been made for a while now with no update?
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Mandy Sarson
commented
Totally agree, do not like new vision
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Cyrus Chong
commented
It was so convenient to add payments on Classic Invoicing. Why is it messy with the new one? really bring a lot of time waste to user and not friendly at all, is it too hard to amend the payment function back to classic ? have no idea what for upgrade to new feature, in other way call downgrade, why team and management will do such push customer out matter?is it here cease soon?
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Move Smart
commented
Also, this, but when you add a payment the view resets to invoices waiting for payment, I want to often want to send the invoice by email showing it's 0.00 due, so I have to go back the invoices screen and find it and then email it from, like 6 clicks and navigation. I would be great to have the payment option added and then stay on the invoice to then email it and just a couple of clicks.
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Kathy Skinner
commented
Xero don't care now otherwise they would push out the date. Seven years in the making and it's pathetic that it has so many issues that you would expect this when first developing invoicing not supposedly improving it.
Sent it backwards and still charging us for something that doesn't work - least they could do is reduce the subscription prices back to what they were prior to the increase last year given it's not working properly until everything works as it should, but that wouldn't suit them either as then they couldn't offer such huge discounts to new users which no doubt our charges help cover the difference. It would also mean they would have to admit they've stuffed up badly this time round which they wouldn't want to admit to either.
Sick of hearing their ads on TV and the radio as well - I think it's false advertising lol given what they've done over the last couple of years with it, they omit to mention we've increased the amount of time it will take to do things from previously.
New users will have no idea unless they actually look into feedback before moving over - if they did more may decide not to convert from their current one. -
Jordana Gray
commented
It was so easy to add payments on Classic Invoicing. Why is it harder with the new version? This is so backwards. Our team's efficiency will go down signifcantly.
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Naomi Gibbins
commented
I've already put this item in too - Xero you NEED to listen to your customers - we hate having extra buttons to click - especially when you've added steps that add no value!
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Katie Cooke
commented
I wrote exactly this months ago! This is critical for us. I feel like Xero have lost their minds.
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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