Settings and activity
27 results found
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67 votes
Hi team, we've now extended sending invoices via SMS to customers in the US. This is a free feature for all paid plans in AU and US, and can be used in addition to, or as an alternative to sending an invoice via email.
See detail on how sending invoices via SMS works on Xero Central.
Again, at this time there is no way to automate SMS messaging via Invoice reminders. We'll update you if there is any word of this here.
Jordana Gray
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57 votesJordana Gray
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1,006 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Jordana Gray
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5 votesJordana Gray
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96 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Jordana Gray
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20 votes
An error occurred while saving the comment Jordana Gray
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186 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
Jordana Gray
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65 votesJordana Gray
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86 votesJordana Gray
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354 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Jordana Gray
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8 votes
Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
An error occurred while saving the comment Jordana Gray
commented
This is causing so many tabs. Default should be to open the contact on the existing screen. People can easily open pages in a new tab by right-clicking or middle-clicking (scroll wheel) to open a tab in a new tab. This feature is unnecessary and annoying.
Jordana Gray
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5 votes
Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
An error occurred while saving the comment Jordana Gray
commented
This has caused (and continues to cause) a lot of confusion with our team. On the new invoicing, it looks like the repeating invoice template is active even when it's deleted. I like that we can access it still in case we want to reactivate it but it should be clear that it's currently deleted.
Jordana Gray
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411 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment Jordana Gray
commented
We often do not need to email an invoice when we create one so we would really like 'Approve' to be the default or at least have another button for just 'Approve'
Jordana Gray
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4 votes
Thanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if there's any news for this.
An error occurred while saving the comment Jordana Gray
commented
This seems like a glitch. We don't like the look of it.
Jordana Gray
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62 votes
An error occurred while saving the comment Jordana Gray
commented
We use this daily. We need it back as soon as possible! This will slow us down considerably. Very inconvenient not having it!
An error occurred while saving the comment Jordana Gray
commented
Yes, we use this feature from within the invoice itself a lot and having to go to the Business > Invoices page is time consuming. I'm still using the Classic Invoicing because every time I try the New Invoicing it takes me so much longer to do everything. Feels so backwards!
Jordana Gray
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457 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Jordana Gray
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An error occurred while saving the comment Jordana Gray
commented
We should not be LOSING good features on the new invoicing that we had on the classic invoicing.
We want the following options:
- Set an expected payment date (in the notes section)
- Ability to remove Autosave
- Add grid lines back to the description line of the invoicing when you are in 'Edit' mode (the lines are missing for some reason)
- Add an 'Email' button (we use it so frequently and having to click on the other options to use this feature is annoying)
- When you are on an invoice that has been created using a now deleted repeating template, make it clear that the template has been deleted. The classic invoicing made this very clear.
- Make the invoice more compact (or give us the option for a compact view)
- Change the 'Approve and Email' button to just 'Approve' OR make another button for just 'Approve'. We regularly don't need to email our invoices as they get printed or sent via other methods so having this as the default is annoying.
- When you are on the invoice and you want to open the Contact's page, make it open on the current page instead of a new tab. If we want to open it as a new tab we can right click (or middle click/scroll wheel click). This opens us too many tabs.There are probably more but these are the things bothering us today now that we've been forced onto the New Invoicing.
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346 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
An error occurred while saving the comment 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.
Jordana Gray
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446 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
An error occurred while saving the comment Jordana Gray
commented
This is going to result in a whole lot of draft invoices that we will have to sort through and delete and we are so used to starting an invoice, realising we don't need it (for whatever reason) and just closing the page. Really really don't like this feature. I have never once thought "wow I'd really like it to save my invoice as I'm working on it". Who is spending that much time making an invoice anyway?
It also seems to make the process slower because it keeps saving every time you change something.
Jordana Gray
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
514 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Jordana Gray
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359 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Jordana Gray
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When I'm in the email invoice page, there's no way for me to copy the email address. I can't hightlight the email address or right click on it.
I also cannot edit the email address. Sometimes instead of sending to the default invoices@company.com I want to send to john@company.com but I don't want to change the default email address on the contact and I don't want to have to type out the email address (and potentially have mistypes).