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  1. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    277 votes

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    57 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

    Charles Clare supported this idea  · 

  2. New Invoicing - Reduce number of steps and clicks

    259 votes

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    97 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

    Charles Clare supported this idea  · 

  3. Repeating Invoice - bulk update of amounts

    196 votes

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    53 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

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    Charles Clare commented  · 

    I have re-occuring invoices that generate for customers each month. These invoice use Products loaded into XERO. I have updated all the products with the new prices but all the re-occuring invoices are still generating with the old prices (this is a terrible feature !) Also when updating the re-occuring invoices so the new pricing comes through the Quantiy changes automatically from the number already on the invoice to 1 this is super frustrating feature. xero is supposed to automate tasks not make them harder !!

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