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    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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    Averil Dobson commented  · 

    No email address shown in the history and notes is crazy. We rely on this feature for chasing money.

    Files can no longer be copied to an invoice and remain attached to the invoice. We used this feature to copy information from an invoice and add it in the description a really useful feature. You can no longer send a file into the inbox that you can then add to an invoice or bill. only way to add now is to upload to the bill or invoice which takes loads longer. We use the attachement as a look up to ensure the details we are invoicing for is correct.

    Not having that there is not an improvement.

    I personally like the bigger boxes and ease of moving items up and down the screen.

    Files attached from the file inbox - not able to create bill or invoice from them anymore
    not having the same level of information in the history is a big issue. Especially emails.

    If we send to the wrong email address we know we have done this by looking at these notes.

    Averil Dobson supported this idea  ·