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  1. New Invoicing - Reduce number of steps and clicks

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

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Anouchka Nagy supported this idea  · 
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    Anouchka Nagy commented  · 

    New invoicing is so much more work!!!

    INVOICE ADDRESS - says no address or takes a while to display the address

    ADD PAYMENT - I do no quite understand why it's at the top. This means i have to scroll to the very bottom to figure out what other partial payment were made. Also unable to copy and paste an amount into the amount section when adding payments.

    EXTRA CLICKS to send an invoice - not convenient

    The invoice format is so overwhelming, i personally prefer a more compact view.

    Annoyingly slow.

    When sending an invoice i need to click "send me a copy" every time whereas the older version i only have to tick the box once and this would apply to all future invoices.

    When emailing an invoice unable to modify the recipient email, you will need to remove it and retype it.