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  1. New Invoicing - Reduce number of steps and clicks

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    358 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

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    Erica Broderick commented  · 

    In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.

    Then when you tab to the due date, in classic invoicing this auto filled, now you have to add a date.

    I have timed how long it takes in classic as compared to new invoicing and it is nearly double. Come on Xero, please listen to your customers. Surely classic invoicing can be implemented on your new systems with additional features rather than changing the whole way invoicing works.

    Erica Broderick supported this idea  · 
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    Erica Broderick commented  · 

    In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.