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1. New Invoicing - Reduce number of steps and clicks

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

   Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
   Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
   We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

   • New Invoicing - Remember default settings
   • New Invoicing - Quick find Address
   • New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
   • New Invoicing - Add new Tracking option
   • New Invoicing - Move Save button to bottom of invoice like classic
   • New Invoicing - Add Payment details on invoice screen
   • New Invoicing | Files - Drag & drop anywhere on the page

   Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
   Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
   We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

   • New Invoicing - Remember default settings
   • New Invoicing -… more
   Anouchka Nagy supported this idea  ·  27 June, 2024
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   Anouchka Nagy commented  ·  27 June, 2024  ·  Edit…  ·  delete…

   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.

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