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  1. New Invoicing - History to include if invoice is resent

    359 votes

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    90 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

    Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

    We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

    We'd like to confirm how this works;

    • This record is only applicable from here on in, there are no updates to any historical entries for sending.
    • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

    We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…

    Courtney Clark supported this idea  · 

  2. New Invoicing - Keep Classic Invoicing

    458 votes

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    435 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

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    Courtney Clark commented  · 

    New Invoicing Layout - Can we please keep the old invoicing layout rather than changing on the 20th of November. I have started using the new system to get used to it and it glitches way too much and I have noticed when I change account codes, it doesn't always change and change the tax code when you click update. When you also click the new account, the search bar for your saved accounts doesn't go away so you have to click out of it. The old system doesn't do this, as soon as you click the new account code, the option bar goes away.
    Or is there a way to update this so its not as glitchy?

    Courtney Clark supported this idea  ·