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1. New Invoicing - Reduce number of steps and clicks

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

   Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
   Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
   We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

   • New Invoicing - Remember default settings
   • New Invoicing - Quick find Address
   • New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
   • New Invoicing - Add new Tracking option
   • New Invoicing - Move Save button to bottom of invoice like classic
   • New Invoicing - Add Payment details on invoice screen
   • New Invoicing | Files - Drag & drop anywhere on the page

   Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
   Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
   We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

   • New Invoicing - Remember default settings
   • New Invoicing -… more
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   Debbie Jeffrey commented  ·  18 July, 2024  ·  Edit…  ·  delete…

   There is no need to make changes to invoicing, the Classic Version is perfect as it is.
   The new version has too many steps which takes longer to invoice. Time is money, and my time is wasted on all these extra steps.
   Let users make the choice if they want to stay with Classic Version or not.
   I have a lot of the same invoices daily for my clients and the Copy button is
   a fantastic feature, the new version does not bring the client details forward,
   so that is a waste of my time.
   The Classic Version is not broke so why are you trying to fix it.

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   Debbie Jeffrey supported this idea  ·  18 July, 2024