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376 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.
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Anastasiia Dorodnaia
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309 votes
An error occurred while saving the comment Anastasiia Dorodnaia
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This is a critical feature! We have many suppliers who require invoices and statements to be sent to separate email addresses. It is a hassle to remember this every time we send a statement email. Xero, you claim to be user-friendly and a modern platform; please move forward, not backward, as you have done with your recent so-called "updates."
Anastasiia Dorodnaia
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11 votesAnastasiia Dorodnaia
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68 votesAnastasiia Dorodnaia
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22 votesAnastasiia Dorodnaia
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17 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Anastasiia Dorodnaia
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10 votesAnastasiia Dorodnaia
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47 votesAnastasiia Dorodnaia
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16 votesAnastasiia Dorodnaia
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49 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
Anastasiia Dorodnaia
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80 votesAnastasiia Dorodnaia
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47 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Anastasiia Dorodnaia
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48 votesAnastasiia Dorodnaia
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90 votes
Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.
We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.
We'll keep you up to date with progress of this through the idea here.
Anastasiia Dorodnaia
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478 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Anastasiia Dorodnaia
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191 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.
Anastasiia Dorodnaia
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154 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Anastasiia Dorodnaia
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281 votesAnastasiia Dorodnaia
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230 votesAnastasiia Dorodnaia
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310 votesAnastasiia Dorodnaia
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I am very frustrated to be forced by Xero to "default" to the new invoicing from 2 September and to see the retirement of Classic invoicing in November! Xero promised to correct all inconsistencies in the new invoicing before retiring the Classic version, but as of today, the new invoicing is far from being suitable for use. Extremely frustrated and disappointed!