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  1. New Invoicing - Reduce number of steps and clicks

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

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

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    Glen Nairn commented  · 

    Hi Team,
    Can I ask why copying a previous invoice (which I do nearly every time) now in the new invoicing forgets the Client name, and so you have to select/enter it? We have multiple clients associated with the same company, which introduces mistakes.
    Plus the old fault of forgetting the Account Codes used with the original invoice is lost and uses defaults code which if you are in a hurry you may not notice.
    Plus, why does the total column become only partially visible as it is rolled over?
    The worst feature is that the History now does not list the full date and time when an Invoice has been emailed. This is extremely important when trying to tell a client where to look in their inbox for the Invoice.

    The upgrade is not helping us to become faster and more accurate. I would prefer the classic version.

    Glen N