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1. New Invoicing - Reduce number of steps and clicks

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   198 comments  ·  For small businesses » Business features  ·  delete…  ·  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.

   • New Invoicing - Remember default settings
   • New Invoicing - Quick find Address
   • New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
   • New Invoicing - Add new Tracking option
   • New Invoicing - Move Save button to bottom of invoice like classic
   • New Invoicing - Add Payment details on invoice screen
   • New Invoicing | Files - Drag & drop anywhere on the page

   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.

   • New Invoicing - Remember default settings
   • New Invoicing -… more
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   Karen Webster commented  ·  16 July, 2024  ·  Edit…  ·  delete…

   So many more steps, even adding a file needs extra work. Picking a date is extra work. They have not discussed this with users and it is the most terrible update which does not work. so many changes that were not required. Classic was 100% better. You should be improving not making things worse.

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   Karen Webster supported this idea  ·  16 July, 2024