Please change what you have done to the branding theme.
We would like to provide some feedback on the latest branding/theme update for invoices. Unfortunately, we are very unhappy with the changes and would strongly appreciate the option to revert to the previous theme.
One of our main concerns is that we may now have a quote created in one theme and then be forced to use the new theme when converting it into an invoice. This creates an inconsistent and less professional experience for our customers.
In particular, we have the following concerns with the new theme:
Quotes with many line items: Our quotes are often 30+ lines long. The new theme appears to have significantly larger gaps between each row, making longer quotes unnecessarily lengthy and difficult to navigate.
Different text sizes: We do not like the different font sizes used for Amount Due, Due Date, Issue Date, Invoice Number and Reference. We would prefer these to have a more consistent and balanced appearance.
Horizontal layout: We do not like the new horizontal layout of Amount Due, Due Date, Issue Date, Invoice Number and Reference. We preferred the previous arrangement, which was clearer and more compact.
"Tax Invoice" wording: We would like the option to change the wording in the top right from "Tax Invoice" to simply "Invoice".
Amount Due: We would like the option to remove the "Amount Due" field.
Issue Date: We would like the option to remove the "Issue Date" field.
Font options: We would like the previous font options to be reinstated, as these gave us much greater flexibility over the appearance of our documents.
Footer: We would like the previous footer functionality/design to be reinstated.
We are also disappointed with the way such a major update has been introduced. It feels as though significant changes have simply been rolled out to customers without a proper transition period or an opportunity to test the new options alongside the existing theme.
For changes that directly affect customer-facing documents, we feel there should be a period where businesses can review, test and provide feedback on the new functionality before the previous options are removed. This would give Xero the opportunity to identify issues and make improvements before customers are forced to adopt the new design.
Overall, we feel the new theme has reduced the flexibility and customisation available to us and, in several areas, has made our quotes and invoices less clear and less professional.
Most importantly, we would like Xero to provide an option to continue using the original/previous theme. If the new theme is going to remain the default, we believe customers should at least have the choice of reverting to the previous design while the new options are refined.
We hope you will take this feedback seriously, particularly from businesses that have established their own professional document layouts and branding around the previous Xero templates.
We would appreciate confirmation as to whether the original theme can be reinstated or whether an option to switch back will be made available.
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂