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1. Invoicing - Add Payment details on invoice screen

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   67 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminLogan Hughes (Admin, Xero) responded

   Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.

   As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.

   To address this, our product team is now working to reintroduce this functionality to the invoice page.

   We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂

   Lauren Clayton supported this idea  ·  26 February, 2025

2. Invoicing - Remember default settings

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

   Lauren Clayton supported this idea  ·  26 February, 2025

3. Bills to pay - Consistent font size

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   14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Lauren Clayton commented  ·  13 June, 2023  ·  Edit…  ·  delete…

   I agree with the comments in this thread. The font is huge, even with the "Compact View" selected. It makes it hard to read and to be honest, makes it feel like Xero things we are 2 years old and need big writing to find things. The old layout was much more user friendly and clearer to read, filter and find the billing information. It would be better if the Compact View reverted to something like the old layout. Please consider that a lot of Xero users (Accountants, Bookkeepers, etc) work with complex Excel spreadsheets on the daily, so we don't need oversized writing to navigate the fields.

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