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  1. Invoicing - Add Payment details on invoice screen

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    70 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminLogan Hughes (Admin, Xero) responded

    Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.

    As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.

    To address this, our product team is now working to reintroduce this functionality to the invoice page.

    We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂

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    Chunbin Zhang commented  · 

    I dont like to click into deposit as it takes a lot of clicks also. Can there be a quick "add payment" feature on the awaiting payment page so we can just do it there without having to click into the invoice? All our customers pay with a reference so we have no need to go into the invoice to check details when the summary is already there on the awaiting payments screen. Even just a pop up box to record the date payment received, similar to what pops up now in the invoice when you click add payment, but on the awaiting payment screen.

    Chunbin Zhang supported this idea  ·