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  1. New Invoicing - Reduce number of steps and clicks

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    97 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

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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  ·