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78 votes
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Tanya McNamara
commented
To be perfectly honest the new email invoice template looks really terrible. Not sure why the details of the invoice need to be listed again (there is already a hyperlink and PDF attachment of the invoice). Furthermore, the oversized payment option icons are a massive distraction from a simple email invoice template. It looks way too busy and there is too much information from an end user point of view. Bring back the old email invoice format.
Tanya McNamara
supported this idea
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3 votes
Thanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
An error occurred while saving the comment Tanya McNamara
commented
This request is for a client i.e. XPM.
Tanya McNamara
shared this idea
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We predominantly invoice out of XPM using multiple line items (because of multiple tasks and disbursements recovered) - our invoice template has been specifically formatted so that the recipient just receives a total for the invoice and can't see the breakdown of each line item in the PDF attachment.
With the new email template, the recipient can now see the line by line totals in the main body of the email received. This is a major problem and there is no good reason to have this extra information displayed to the customer in the invoice email.
This is not good enough Xero and you need to rectify this oversight immediately! Surely the source information in XPM should not be there for everyone to see.