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  1. New Invoicing - Keep the previous Contact when using Copy

    226 votes

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    41 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

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    Custom Stickers Accounts commented  · 

    Adds heaps of time to the workflow and the potential for mistakes - please add in the autopopulate feature asap, worked well in old invoicing!

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    Custom Stickers Accounts commented  · 

    I use this feature daily, the old invoicing made it easy and quick, the new one adds steps and the ability to ***** up the invoice recipient by having to search it. This is a NO BRAINER - the whole goal of software is to make stuff faster not slower... please implement!

    Custom Stickers Accounts supported this idea  · 

  2. New Invoicing - Reduce number of steps and clicks

    244 votes

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

    Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
    Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.

    Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

    There are really important reasons why we must go forward with sunsetting classic invoicing…

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    Custom Stickers Accounts commented  · 

    Adding more steps is an absolute killer -as users we need less steps, not more, and more intuitiveness - eg copying an invoice and having to re enter the contact details (FML) searching a customer and the invoices are displayed in the search bar with no apparent order (as opposed to chronologically) - invoice link when sending email seemingly has a life of its own, warning there is no link in there (just add the link in there and leave it!!) - I LOVE CHANGE, but not changes that slow processes down. .. ugh!

    Custom Stickers Accounts supported this idea  ·