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1. New Invoicing - Reset to Default Due Date option

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

   Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

   Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

   Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

   When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up to apply to the invoice. In this case you'll need to manually update the Due Date once you've edited the Issue date.

   I'll round back to confirm where the team land with their review of this behaviour.

   Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

   Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

   Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

   When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up… more

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   Wipster Invoicing commented  ·  08 March, 2024  ·  Edit…  ·  delete…

   New Invoicing -- Add 30/60/90 day options for the invoice due date. 7 and 14 day options may work for some but just take up space for those who use net 30 (or other). Now it just takes more clicks than before to set the due date.

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   Wipster Invoicing supported this idea  ·  08 March, 2024

2. New Invoicing - Reduce number of steps and clicks

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

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

   Wipster Invoicing supported this idea  ·  08 March, 2024