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…
Can I just say that I think the changes that are being made for the new Sales Invoicing are terrible and should be either left as it was or totally re-thought.
I have 2 companies so I initiated it on the smaller one to try it out, but I haven't actioned it on the larger (much higher volume) company and now won't be doing so until the latest date possible.
Why change something that does the job more than adequately? - but the changes are a step backwards, less user-friendly, less practical and in a number of situations result in extra 'steps' or clicks needed.
The following are the main issues I have come across up to now (although I haven't tested it extensively so I'm sure the list won't be exhaustive and there are going to be more because the one's I've listed are fairly basic things).
1. Now only allows you to copy a previous invoice as a Draft (not straight to
authorised) – therefore adds an extra step (to approve).
2. If you enter a new invoice and decide to cancel – there is no ‘Cancel’ – you
have to click the back arrow.
That invoice number then seems to be ‘lost’ – since the sequential
numbering moves on next time (?)
(You can manually change it – but that also therefore adds an extra ‘step’).
3. Copying a previous invoice now requires the Customer name to be input (as
opposed to previously you could automatically copy it as that customer) - this
therefore also results in an extra step.
4. The ‘look’ is much less professional-looking and less user-friendly.
Can I just say that I think the changes that are being made for the new Sales Invoicing are terrible and should be either left as it was or totally re-thought.
I have 2 companies so I initiated it on the smaller one to try it out, but I haven't actioned it on the larger (much higher volume) company and now won't be doing so until the latest date possible.
Why change something that does the job more than adequately? - but the changes are a step backwards, less user-friendly, less practical and in a number of situations result in extra 'steps' or clicks needed.
The following are the main issues I have come across up to now (although I haven't tested it extensively so I'm sure the list won't be exhaustive and there are going to be more because the one's I've listed are fairly basic things).
1. Now only allows you to copy a previous invoice as a Draft (not straight to
authorised) – therefore adds an extra step (to approve).
2. If you enter a new invoice and decide to cancel – there is no ‘Cancel’ – you
have to click the back arrow.
That invoice number then seems to be ‘lost’ – since the sequential
numbering moves on next time (?)
(You can manually change it – but that also therefore adds an extra ‘step’).
3. Copying a previous invoice now requires the Customer name to be input (as
opposed to previously you could automatically copy it as that customer) - this
therefore also results in an extra step.
4. The ‘look’ is much less professional-looking and less user-friendly.