Settings and activity
4 results found
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855 votes
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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Alexander Sheldon
supported this idea
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309 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
An error occurred while saving the comment Alexander Sheldon
commented
Same for choosing payment account. On classic invoicing I type the amount, tab to date , type the 2 digit date, tab to account, type 1 to 7 to choose the right account, then click add. It annoys me I can't tab to the add payment button and enter it.
Now I have to click add payment to get the useless payment overlay up. Then click three times to enter the date. Then click twice to choose account. Then click and change the amount. It's just so much extra work that is not necessary.
Alexander Sheldon
supported this idea
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7 votesAlexander Sheldon
shared this idea
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326 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Alexander Sheldon
supported this idea
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I agree. Having 2 approve buttons would be great. Or the ability to set a default per contact would be amazing. Maybe make it smarter, and if an email address is entered on the contact then I want to email it. If there is no email address then it's obvious I don't want to email it.
Also, you mentioned in the email today that the date picker has been improved, but not on the add payment screen. That still takes ages compared to before. Classic used to be Tab x 3, Press 1 or 2 to select the right account, then click Add Payment. Took about a second. Now everything is click, click, click, click, click, click. So inefficient. There is the ability to type in the account box, but you need to click the box first, and then it doesn't auto select the top option, still needs to be clicked again, so what is the point?