Settings and activity
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5 votes
Yvonne Watt
supported this idea
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157 votes
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…
An error occurred while saving the comment Yvonne Watt
commented
I agree with many of the comments already made.. specifically Chris Curlett.
Emulating the current used invoicing software with developments of growth, or as you put it in your paragraph "improvements". Not going backwards.
Clearly removing this option from your software is not something a majority of your current users are going to be happy with, let alone being forced to changeover with these unsupported changes come September. Little disappointing as the current one works just fine for me in my opinion, why can't you support both platforms of invoicing, so as to appease to all clientele??Really hoping this will be fixed before 2nd September.. I'm not looking forward to the mess that appears to be incoming against our will.
An error occurred while saving the comment Yvonne Watt
commented
Really need this implemented!!!
I'm wondering if anyone else is happy with the new immediate download opening for printing?? While it probably saves time for some, I'm now wasting time reopening in Adobe with my preferences saved to print in black & white. If i change my settings for one print & forget on the next, I'm actually printing multiple times, causing more wastage in paper & toner & time. I'm really not looking forward to the new invoicing setup at all... :(
An error occurred while saving the comment Yvonne Watt
commented
Just returning to see the outcome of this issue that I am obviously not alone in here. My initial case has been closed without any updates as to any changes implemented to support this query.... Is there any updates from Xero to anyone else?? Still unhappy with the new invoicing on my end.. :(
An error occurred while saving the comment Yvonne Watt
commented
I am in the same boat as Jen. Would love the "restore to default due date" option to be implemented in the new invoicing, as without it the new invoicing option will be more time consuming for me, having to go into each customer to find their default settings. Until this has been added, I will be sticking with the classic version for now. Please see attachments for added visual explanation.
Yvonne Watt
supported this idea
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85 votes
Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.
We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.
We'll keep you up to date with progress of this through the idea here.
Yvonne Watt
supported this idea
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Hi, I have been automatically switched to the new invoicing as of yesterday, just wondering if there is a reason why my quote will not export to an invoice as per the quote & as per the classic version???
Does this mean I will now have to input all fields to raise an invoice from a quote already accepted??? This new invoicing is wayyyyyyyy below the standard of the old one. Extremely disappointing. I am not a fan at all!!!