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1. New invoicing - Untick sent when invoice is edited

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.

   In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.

   While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.

   Maria Evison shared this idea  ·  10 July, 2024

2. New Invoicing - Reduce number of steps and clicks

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

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

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   Maria Evison commented  ·  10 July, 2024  ·  Edit…  ·  delete…

   All of the above Too many clicks

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3. New Invoicing - Alert if the contact has available credit

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Maria Evison commented  ·  10 July, 2024  ·  Edit…  ·  delete…

   In the New Invoicing at the moment a small pop up message comes up in the bottom left hand corner to alert you that there is a credit in the account once you move down to add an item. However I am entering the item not looking at the message as there is also another message about content defaults being applied that disappears on its own - is this necessary. Its distracting. Wouldn't it be better if there was an alert when you are Saving to be Approved or Approving the Invoice???

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