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  1. 11 votes

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    Appreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.

    We'll keep you updated of this change here.

    Barbara Bailey supported this idea  · 
  2. 418 votes

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    Barbara Bailey supported this idea  · 
  3. 38 votes

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    Barbara Bailey supported this idea  · 
  4. 497 votes

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    Thanks 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…

    Barbara Bailey supported this idea  · 
  5. 748 votes

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    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. 

    Barbara Bailey supported this idea  · 
  6. 331 votes

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    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

    Barbara Bailey supported this idea  · 
  7. 437 votes

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    Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

    With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

    However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

    If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can…

    Barbara Bailey supported this idea  · 
  8. 8 votes

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    Appreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.

    We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.

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    Barbara Bailey commented  · 

    Bring back the Cancel Button in the Draft Invoice Screen please. We are all human and make mistakes and sometimes it is better to cancel and start again. In the new invoicing you need to exit and delete the draft - losing another invoice number. Please reinstate. Thanks

    Barbara Bailey supported this idea  · 
  9. 58 votes

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    Barbara Bailey commented  · 

    I have loved that Xero is usually great at allowing you to customise your own templates for invoices. It would be wonderful if we could customise the packing slip as we need to be able to put some background check details on them. I currently use the branding themes to do this but streamlined would be a great feature. Thanks

    Barbara Bailey supported this idea  · 
  10. 639 votes

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    Barbara Bailey supported this idea  · 
  11. 407 votes

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    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…

    Barbara Bailey supported this idea  · 
  12. 449 votes

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    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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    Barbara Bailey commented  · 

    Need to be able to view inventory. It is futile to track items without being able to see the inventory balance when keying an invoice. This is a deal breaker for us. When I sent an enquiry I was advised to switch back to "classic" - I won't be able to do this in September. Also the size is way too big. We have approximately 50 lines an invoice. When you can only view 3-4 lines per screen this means the invoice is many pages long. You need to consider it from the perspective of data entry, not just aesthetics', it would be like having a Excel spreadsheet buy only being able to view a dozen or so cells at a time. It was one of the attractions of Xero in the first place. Very disappointed.

    Barbara Bailey supported this idea  ·