Settings and activity
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2 votes
Hi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
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Emily Aspden
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16 votes
An error occurred while saving the comment Emily Aspden
commented
Please enable us to edit the whole template in the 'send invoice' page and not just the body of the email.
An error occurred while saving the comment Emily Aspden
commented
You should be able to delete this in the template before sending it out. Looks awful having the price at the top let alone in huge bold font!
I'm having to email the invoice to myself first, to then delete the amount and the Powered by Xero logo on the bottom manually before sending on, adding yet another unnecessary step to new invoicing. You should allow this to be edited along with the main body of the email before sending through Xero.Emily Aspden
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712 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Emily Aspden
commented
There seems to be a glitch with the attach documents function. Often times when I try to attach documents to an invoice, I go through the process of uploading the file, click upload and then nothing happens. I then do it again (in exactly the same way) and it works. So I have to upload twice for it to register. Can this be fixed please?
So often I find invoices haven't had the relevant uploads because we have gone through the process and not realised it's not registered until it's too late, so we then have to go back through past files to find the relevant documents for that invoice. Now we know it's common we have to remember to do it twice... even then I still find invoices with no files uploaded so twice clearly doesn't always work either.
Also, there was the issue of when you copy an invoice to a new one, the default payment terms for that client didn't copy through with it. You seem to have temporarily fixed this (at least I'm hoping it's only temporary!), with a note to remove and reselect the customer. Yes this works but yet another set of unnecessary clicks which can easily be missed - just in case there aren't plans to change this, please take this as a request that it does need to be changed so that the defaults copy over with the customer.
Emily Aspden
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270 votes
An error occurred while saving the comment Emily Aspden
commented
Please consider adding this back onto the invoice screen. It was previously so efficient adding 10s of payments with the tab button/keyboard. Now having to click through and select dates and select account, leaving more room for error and taking a lot more time.
Emily Aspden
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6 votesEmily Aspden
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369 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 Emily Aspden
commented
Two additional points I'd like to add:
- Is it possible to reduce the font size back to what it was on classic invoicing. Currently having to zoom out to make the scrolling up and down more efficient.
- I like that you have the ability to hide columns. Could we also have the option to increase/reduce column size? For example, it would be much better use of screen space and easier on the eye to reduce the size of the quantity and unit price columns, and increase the size of the description column. It looks like you've reduced the size required by the quantity column by using the qty shorthand in the title, but not actually reduced the size of the column to go with that change.
An error occurred while saving the comment Emily Aspden
commented
Old invoicing worked just fine, allowed for speedy working, was intuitive and efficient.
New invoicing is clunky beyond belief.
I echo my comment on a previous suggestion - have the product development team actually sat down and created an 80 line invoice?I dread the day we no longer have the option for classic invoicing. How can something so good be made so bad in the name of development? I embrace change, but there needs to be a positive improvement in work flow.
- Online payment box. Please give us a tick box that allows us to untick it, so it no longer shows up as an option to 'set up' every time I create a new invoice. We don't need the upsell. For companies using invoice finance this is completely irrelevant. Yes we know it's there to go into the settings and set up if needed. Get off my invoice.
- Talk about blank space... the item lines are way too wide (in both directions) and spread out. Our invoices contain 70+ lines and it takes forever to drag and scroll through, it's inefficient.
- If I want to add another line in the middle of the invoice, I can't drag it up until I've entered information into it. This also creates inefficient working. I want to drag the lines up into their place first, then enter the data. This worked fine before.
- When you do drag item lines up and down, the lines you're not dragging move about. This is incredibly distracting, especially when they move whilst you're trying to read them. This adds to the clunk. And also adds risks of human error.
Emily Aspden
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3 votesEmily Aspden
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347 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…An error occurred while saving the comment Emily Aspden
commented
The client payment terms setting doesn't pull across when you copy an old invoice into a new one. The due date is always today's date. If the client setting is 30 days or 45 days the system ignores this. What's the point in having default settings? Again more clicks to open a new window, find the client, check their payment terms, work out due date manually. In 2024. With a system that used to manage this feature just fine.
I contacted support and was told it is a known issue.
Please can this be fixed?Emily Aspden
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183 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.
An error occurred while saving the comment Emily Aspden
commented
Have the product development team actually sat down and created an 80 line invoice?
My guess is not.
Because if they did, they would understand how counter intuitive it is to have to scroll all the way up to save or approve an invoice (don't get me started on the two steps of clicks to approve because I'm one of the 'minority' who doesn't want to 'approve and email').Please please move it back to where it was perfectly fine, at the bottom of the invoice.
Emily Aspden
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Emily Aspden
commented
Too many clicks in new invoicing.
'Through testing we found that majority of our customers would Approve and email an invoice at once'.
And yet so many don't. Why not just add the option for each customer to choose what their default should be?Emily Aspden
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
Emily Aspden
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69 votes
An error occurred while saving the comment Emily Aspden
commented
This is critical for us. Some of our clients require invoice and supporting documents in one pdf, otherwise the invoice won't get approved for payment. Therefore I have to send the invoice to myself first, download the pdf, merge it with the supporting docs on Adobe, then send the email to the client with with the new merged pdf. With multiple invoices a week it's a really tedious and lengthy task when it really needn't be!
Emily Aspden
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35 votesEmily Aspden
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149 votesEmily Aspden
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107 votesEmily Aspden
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63 votesEmily Aspden
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Hi Kelly,
My bad, I misinterpreted the deposit button, that solves exactly what I'm after, thanks 😊
Though, if it's open to changes, is it possible to make the reference box in the batch deposit not compulsory? It won't let you proceed without entering a reference, surely that should be up to us to decide if it's compulsory or not?