Settings and activity
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14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
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Bianca Coventry
commented
Overall the new invoicing is ok. I've been able to work with it and adapt.
But a major feature is completely missing and that is copying an invoice and the customer field not being copied example screen shot. What is the point of copying an invoice if you don't get the option of copying the supplier also.
Another feature that is annoying is the code the invoice has been coded to is to hidden once the invoice is approved. It was easier in the old format to see the revenue code and the GST classification
Thanks for updating the "copy function" when copying and old invoice and creating a new one. The customer is now also being copied and not left blank.
There is an error I have noticed. The payment terms aren't copying over. Eg if I make the invoice date 1/9 the due date is also 1/9. It's not applying the credit terms saved under the customer's sales default details. This means every new invoice I have to remember the trading terms or look it up while raising a new invoice.