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  1. New Invoicing - Keep Classic Invoicing

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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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    Sarah McDougall commented  · 

    The new invoicing doesn't meet our needs at all given the way we complete our monthly bank rec. We process multiple commission payments from various insurance providers for each of our advisers - these get approved as one invoice at the end of the month and then reconciled as split payments to reconcile to the bank. We only want one total per insurer per adviser otherwise I have 100s of lines to work through when doing commission splits.

    The classic invoicing system allows me to enter the lines on the invoice and save as a draft until I approve at the end of the month once I have entered all the bank lines. The new invoicing system is a disaster!! I can enter and save the data as I do for the classic invoicing, however, when I re-open the invoice all the GL lines and 15% GST or Zero GST have disappeared and I need to re-enter all the data again. It is not an option to wait until the end of the month to do one invoice as our month end turnaround won't give me time to enter the 100s of bank rec line items.

    I queried this earlier in the year and got told the new invoice system was working as it should - this maybe true if you do single line invoices and they are approved as you create them. However, we need it to work as it does per the classic system and allow me to save and keep the lines as I have entered them throughout the month.

    If you do end up retiring the classic invoice (clearly there is a lot of push back against this) we will unfortunately need to look for a new system that meets our needs.

    Please take all our feedback seriously and retain the classic invoicing system!