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  1. New Invoicing - Reduce number of steps and clicks

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    198 comments  ·  For small businesses » Business features  ·  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.

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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.