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  1. New Invoicing - Reduce number of steps and clicks

    261 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,…

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    Peter Goddard commented  · 

    Obviously whoever has designed new invoicing doesn't use it daily, like Damon has commented almost every level has additional clicks or steps, it is completely non-logical and many great features of classis like inventory level not even shown, please don not turn off classic invoicing, think the ONLY benefit is the possibility to put amount or percentage in discount, but you can't do calcs in that liine now like you could in classic either, I'm refusing to use it.

    Peter Goddard supported this idea  · 

  2. New Invoicing - Show stock level when adding a Tracked inventory item

    79 votes

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    submitted  ·  62 comments  ·  For small businesses » Business features  ·  Admin →
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    Peter Goddard commented  · 

    New invoicing is absolute failure, so many things don't work and it is non logical.
    Inventory level doesn't show
    If you edit there is no way to cancel, seems you need to use page back button?
    Cannot add payment without clicking dropdown
    No SEND button need to use dropdown
    In discount cell cannot do calculations, but being able to use amount or % is a good option
    In pdf unit pricing has 4 decimal places for cents?
    Update doesn't acknowledge, or work in some occasion
    It is so much SLOWER to use than Classic due to having to click multiple items to achieve an outcome, really poor logic!
    PLEASE Do Not remove Classic Invoicing until all the issues are resolved

    Peter Goddard supported this idea  ·