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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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   Glen Nairn commented  ·  16 July, 2024  ·  Edit…  ·  delete…

   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

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