Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.
There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve also developed smart suggestions for due dates based on common dates people use most, or you can use Xero’s keyboard shortcuts to save time entering dates in Xero. If you have set a default due date in your invoice settings this will be applied when using new invoicing.
Our invoicing product team are very keen to keep improving new invoicing and encourage you to start a new idea if you’re unable to find an existing one that matches your needs.
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.
There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
Ive spent today using the 'new' version of invoicing. You claim its quicker and better - its really not!
Couple of glaring issues and actually things that worked in the old way but you've removed!
You cannot 'tab' until you get to the body of the invoice - I am not wasting a lot of time as I have to keep clicking into the fields
Dates. I should be able to access the calendar with one click. Now I have to click on the date and because the two options you give are not suitable, I have extra steps to get to the calendar
Same for date due
Also, why can I not set the date due in templates like in the old method? If my inv date is last day of the month, the due date is automatically last date of next month (in current invoicing) but you've taken this away
In the old method, if I use a tick option when sending an invoice it keeps it for all future invoice till I turn it off. Now I have to tick it every time
So far - not impressed!
If there is a way to rectify all this - you need to make your training material clearer please
Thanks!
Mary Lambert
supported this idea
·
Ive spent today using the 'new' version of invoicing. You claim its quicker and better - its really not!
Couple of glaring issues and actually things that worked in the old way but you've removed!
You cannot 'tab' until you get to the body of the invoice - I am not wasting a lot of time as I have to keep clicking into the fields
Dates. I should be able to access the calendar with one click. Now I have to click on the date and because the two options you give are not suitable, I have extra steps to get to the calendar
Same for date due
Also, why can I not set the date due in templates like in the old method? If my inv date is last day of the month, the due date is automatically last date of next month (in current invoicing) but you've taken this away
In the old method, if I use a tick option when sending an invoice it keeps it for all future invoice till I turn it off. Now I have to tick it every time
So far - not impressed!
If there is a way to rectify all this - you need to make your training material clearer please
Thanks!