Settings and activity
3 results found
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27 votes
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Andrew Chadwick
supported this idea
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An error occurred while saving the comment Andrew Chadwick
commented
100% agree. The invoice amount in the email must be removed or at a minimum be optional.
Because of this one aspect alone I have stopped recommending Xero to people.
An error occurred while saving the comment Andrew Chadwick
commented
Hi Kelly,
Thank you for all your help with the new invoicing layout.
Would you please ask the product team to enable a tick box, or the ability to edit the header of an email, to remove the value of the invoice?
Please see attached image to see exactly what I'm referring to.
Kind regards,
Andrew Chadwick
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706 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Andrew Chadwick
supported this idea
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851 votes
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.
An error occurred while saving the comment Andrew Chadwick
commented
Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details
As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.
1. Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.
2. Redundant Summary Details: Entities responsible for payments meticulously review each invoice item to process payments accordingly. Therefore, summarising these details in the email adds no functional value and complicates the payment process, as they cannot merely pay a lump sum based on the email summary.
3. Simplicity is Key: Our clients prefer straightforward communication. The additional elements introduced in the new template clutter the email, deviating from the clean and direct format that our clients appreciate.
4. Privacy Concerns: The new template increases the risk of financial information being exposed inadvertently or through security breaches. The visibility of invoice details within emails could potentially reveal sensitive client data to unauthorised viewers, thereby compromising privacy.
5. Request for Consistency: The Classic Invoicing system's email template was well-received and effective. Is there a specific reason why the Product Team cannot maintain this format? Keeping it would avoid these issues and support our goal of delivering an undistracted, high-quality client experience.
I believe reverting to or allowing an option to maintain the Classic Invoicing email template could significantly enhance the service experience we strive to provide. I would appreciate the Product Team's consideration of these points and look forward to a resolution that aligns with the needs of businesses focused on providing an exceptional client experience.
Regards,
Andrew Chadwick
100% agree. Adding the $ value in the email detracts from the key value proposition and focus of my business.
I've been reduced from quality and professionalism, to a money focus!