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  1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    82 votes

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    submitted  ·  37 comments  ·  For small businesses » Business features  ·  Admin →
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    Rae Thompson commented  · 

    I still need the option to Approve and then Email please as I have an overall reviewing process prior to bulk emailing

  2. New invoicing - Add lines button

    143 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Rae Thompson commented  · 

    Please bring the add lines into the new invoicing process

  3. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    150 votes

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

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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    Rae Thompson commented  · 

    I agree, we need description lines

  4. New Invoicing - Keep the previous Contact when using Copy

    219 votes

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

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

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    Rae Thompson commented  · 

    Like others I totally agree that when we copy an invoice, the previous contact should appear as this will lead to invoices being sent to the wrong client if manual selection is needed. I have files where there are up to 10 different contacts for the one client eg University of WA