Settings and activity
9 results found
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439 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.
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Bec Jones
supported this idea
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228 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Bec Jones
supported this idea
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303 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Bec Jones
supported this idea
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338 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Bec Jones
supported this idea
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408 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Bec Jones
supported this idea
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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
500 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…Bec Jones
supported this idea
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752 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Bec Jones
supported this idea
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451 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.
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commented
I have a list and I don't think this even covers the amount of issues with this new invoicing system and the errors being made. Maybe push out the retirement date of the classic or don't retire it at all and let everyone make their own decision which version works best for them. Let the paying customer decide. Maybe fix the issues on the current version instead of bringing out a new clunky system that has many more issues.
Drag and drop - I upload multiple supporting docs to each invoice and I now have to click on files and drag it to the small box and half the time that box disappears before I get time to drag the documents.
Too many extra clicks on everything.
Account Codes not coming up for certain products.
Can't add additional (multiple lines by using the add lines button)
Harder to read
Can't see the full names of the tracking codes. I have multiple with slight differences and I can't glance through at the end to check it's all coded to the correct tracking code.
If a mistake in entering client name 'To' it adds it as a new client immediately and then you have to go through contacts to delete.
To change the date of the invoice you have to highlight it to type the correct address or use the drop down box. Due date is highlighted if you need to change it.
Extra tabs to get down to the items/descriptions etc.
It is much harder to find the product you want in the items column. It's too hard to read and large. Make it more uniform on single lines like the classic version.
Tabbing onto the delete icon/column at the end too many times I've accidently deleted the lines. If I want to delete it I'll click on that at the end. Don't have it as a tab.
Approve and email. Many of our clients don't receive the invoice immediately. They are set up in advance. It's again extra clicks I don't need. Then you hit it and have to click again to send the invoice anyway.
The whole system is slow.
I have switched back to the classic version and now EVERY 24 HOURS it switches me back. I'm not interested in the new system AT ALL!!
XERO - MAYBE GET YOUR ACCOUNTS DEPARTMENT TO TRIAL IT AND LET US KNOW WHAT THEY THINK?? I do not want to use this new version until it's more user friendly for the people that actually use it. -
60 votes
An error occurred while saving the comment Bec Jones
commented
Is there any chance of Digital signatures being available in the near future? We require this for deliveries. Thanks
Bec Jones
supported this idea
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@Jane Skinner 100%!!! Perfectly said! I have changed internet providers, Hardware etc in the hopes of trying to make it faster. All other Xero processes work fast and amazing and so do all the other programs we use. Invoicing is the only slow painful issue. Constantly auto saving every time a key is clicked.
@Xero & Kelly. Try Processing a Bill in comparison to an invoice you will see the vast difference. I'm happy for you to jump on while I process both to show you. Although I have sent through many videos of the buffering I receive when trying to process invoices.