Settings and activity
29 results found
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65 votes
Hi everyone, sending invoices via SMS is now available to all Australian users that have connected Stripe. With great uptake we're now looking to extend this feature, and the next region SMS will be launched to is the US. I'll keep you updated on it's release here. We'll continue working toward making this feature available to more users so any news of other regions will also be shared through this idea.
Just to confirm for everyone here - It's not currently possible to set up send SMS for invoice reminders, to send an invoice via SMS you'll need to open each invoice and select this option from the 3 dot option menu in the top right of the invoice. Developing a more automated means may be something we look to do over time but isn't in the plans just yet.
Jordana Gray
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48 votesJordana Gray
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143 votesJordana Gray
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23 votes
Hi team, thanks for sharing and showing your interest on the idea, here. Atm our product team are doing some work to improve the line item grid and as part of this the item field will also see some improvement. Once the changes are released for the edit page you'll be able to view more items for each drop down option in the grid.
I'll keep you updated of the release for this here.
An error occurred while saving the comment Jordana Gray
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5 votesJordana Gray
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89 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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4 votesJordana Gray
shared this idea
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176 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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32 votesJordana Gray
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75 votesJordana Gray
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337 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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7 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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428 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Jordana Gray
commented
Could we have the option for a compact view? It takes up too much space on the screen.
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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383 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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45 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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323 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
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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851 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Jordana Gray
commented
I swear this new invoicing is going to make us take so much extra time. Every time I give it a chance, I'm so frustrated with how complicated each step is that I end up giving up and going back to Classic Invoicing. I'm fuming that they are forcing us to use this junk tomorrow.
Jordana Gray
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377 votes
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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Can the new invoicing item search pop-up be more compact? We used to be able to see so many more items at once with the classic invoicing. With the new invoicing, I find myself doing a lot more scrolling. We have a lot of items that are very similar in name and nature and we would like to be able to see more at once.
As with the New Invoicing in general, there seems to be a lot of unnecessary blank space and I don't believe it needs to be as big as it currently is. Quite frankly, we don't need to see the description. Maybe others do but every item should have it's own name and code making the description unnecessary (at least for us).
Also, the search feature seems considerably slower and there is a delay when you start typing.