Settings and activity
5 results found
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10 votes
St Bernadettes School
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3 votesSt Bernadettes School
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112 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
An error occurred while saving the comment St Bernadettes School
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726 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
St Bernadettes School
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397 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment St Bernadettes School
commented
This request/issue was submitted in November 2022 and now that I am using the new format as the classic will be obsolete shortly, I'm a bit surprised that nothing has been done to rectify this.
Yes, the 'new' invoicing format is clunky and I also find not being able to credit an invoice once it is approved, as in the classic format, is very frustrating.St Bernadettes School
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I have just started using the New Invoice interface with the Classic being retired and finding the removal of this alert was really frustrating. I have had several customers contact me advising they have a credit which should have been applied to their invoice. A bit embarrassing and not a professional look. Please fix this as it is time consuming exercise.