Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.
There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve also developed smart suggestions for due dates based on common dates people use most, or you can use Xero’s keyboard shortcuts to save time entering dates in Xero. If you have set a default due date in your invoice settings this will be applied when using new invoicing.
Our invoicing product team are very keen to keep improving new invoicing and encourage you to start a new idea if you’re unable to find an existing one that matches your needs.
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.
There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
Like others I have tried and failed to move to the new invoicing.
The new invoicing has doubled the time it takes to post our invoices. Please return the ability to quickly drag and drop a PDF onto the invoice form and to customise the default button - we do not Approve and Send, we just Approve the invoices.
We generate our invoices via a separate product as the Xero invoices do not cater for our needs. This is fine. With the old invoicing we start the invoice, drag and drop the invoice PDF onto the Xero screen, click the easy to see option to view the PDF, enter the client name from the PDF, add the 2-3 lines which are relevant to the invoice and click Approve (we do not send out the invoices from Xero).
New invoicing requires the client name to be entered before attaching the PDF, then clicking a drop down to select to attach the PDF, drag the file over, click on the view button, enter the relevant lines, click the drop down to get Approve instead of Approve and Email (or save and the post all of the files at the end).
There does not seem to be an option to set the default button to Approve instead of Approve and Send. Can we please have the drag and drop of files back instead of selecting the add files option.
Also found that sending the PDF files to Inbox and attempting to create the invoice from the file in the inbox is not working with the new invoicing formats - the PDF is not attached to the email.
Like others I have tried and failed to move to the new invoicing.
The new invoicing has doubled the time it takes to post our invoices. Please return the ability to quickly drag and drop a PDF onto the invoice form and to customise the default button - we do not Approve and Send, we just Approve the invoices.
We generate our invoices via a separate product as the Xero invoices do not cater for our needs. This is fine. With the old invoicing we start the invoice, drag and drop the invoice PDF onto the Xero screen, click the easy to see option to view the PDF, enter the client name from the PDF, add the 2-3 lines which are relevant to the invoice and click Approve (we do not send out the invoices from Xero).
New invoicing requires the client name to be entered before attaching the PDF, then clicking a drop down to select to attach the PDF, drag the file over, click on the view button, enter the relevant lines, click the drop down to get Approve instead of Approve and Email (or save and the post all of the files at the end).
There does not seem to be an option to set the default button to Approve instead of Approve and Send. Can we please have the drag and drop of files back instead of selecting the add files option.
Also found that sending the PDF files to Inbox and attempting to create the invoice from the file in the inbox is not working with the new invoicing formats - the PDF is not attached to the email.