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  1. New Invoicing - Reduce number of steps and clicks

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    198 comments  ·  For small businesses » Business features  ·  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.

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    Paul Kampe commented  · 

    Our business team has some serious concerns related to the "New" invoicing format:

    1) More clicks - the number of steps and clicks has increased dramatically, leading to processing an invoice taking longer than the classic view. The Classic format has a shortcut link to "Email" invoice to the customer. The new format has the email option buried in a dropdown box hidden behind a 3-dot ellipsis. This is our MOST used feature in the invoicing. Why did you bury this function?

    2) Way too much white space - far more than half the screen is white space, resulting in invoice information that is very hard to follow on-screen.

    3) Gridlines missing - the new format eliminates the gridlines which was incredibly helpful in the Classic format because it is easier to find the different fields on an invoice with delineation.

    4) Item / description combined? - the new format combines these separate fields which is entirely unhelpful. We need these displayed separately as they are in the current Classic format.

    5) Customer address missing - in the new format all of our customer invoices say "no address" in the upper left corner. However, all of these address are correctly displayed on-screen in the Classic format. We need the address displayed on-screen so that we can verify that it's correct before emailing it to our customers.

    We have been a loyal Xero customer since 2016 and made countless referrals for your platform. Please do NOT change the current Classic Invoice format. The Classic format has seamlessly supported our Accounting functions without issues and has allowed us to grow our business to support thousands of customers annually. To force an unwanted change of this scale upon us would be a blow to our relationship.

    Paul Kampe supported this idea  ·