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1. New Invoicing - Reduce number of steps and clicks

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   209 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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   Phil Pritchard commented  ·  07 September, 2024  ·  Edit…  ·  delete…

   I DONT LIKE THE NEW INVOICING...

   FIRST THING WHEN YOU ADD A NEW ITEM GO THROUGH THE STEPS OF ADDING THE ITEM THEN CLICK SAVE FOR THE NEW ITEM AND BUGGER ME DEAD YOU HAVE TO PUT THE ITEM IN THE INVOICE AGAIN..
   THE OLD INV IT ADDED IT FOR YOU.. MUCH QUICKER
   YOU HAE TO RE ENTER HOW IS THAT QUICKER???
   AND WHEN YOU SEND SAID INVOICE YOU CLICK SEND IN THE TOP RIGHT...
   YOU HAVE TO MOVE THE MOUSE ALL THE WAY TO THE BOOTOM OF THE SCREEN TO HIT SEND..
   SORRY NOT QUICKER..
   THATS JUST THE START

   NOT HAPPY WITH THE NEW SYSTEM
   CLEARLY THE DESIGNERS DONT USE IT ON A DAILY BASES.

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   Phil Pritchard supported this idea  ·  07 September, 2024