Settings and activity
4 results found
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716 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
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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…
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Lucilia Powell
commented
So far I have not found anything in the new invoicing that made me like it more than the previous, I really dislike it! And the due date on the email template is confusing to customers paying on proforma or for paid invoices.
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3 votes
An error occurred while saving the comment Lucilia Powell
commented
I have been saying this for a long time. The other issue we have is when the customer already paid (say by card) and the invoice is only for their records on their VAT return. Why does it need to show due date? I've sent many tickets to Xero about this. I successfully managed to remove it on the classic invoicing email template, but now have the same problem with the new invoicing. Xero never listens!!
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449 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Lucilia Powell
commented
Yes, seriously thinking of moving to Quickbooks as well.
The aged statements is another very useful feature that to have I have to use a paid app. It's a disgrace.Lucilia Powell
supported this idea
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I'm sorry but this is another vote for the classic invoicing.
So far only the auto save is an improvement from the previous system.
The inability to properly change the email template to remove "due date" is a disaster. I have different due dates for my ivoices, some of them are payable in advance, so I don't need the system saying the due date, the invoice template shows that. It may be useful for some people, but I need to have the choice to remove this.
Secondly, and VERY important: It does not tell you how many of the tracked stock items are in stock, whereas the old one did. When I'm invoicing something, I need to know how many of those items are left, why would you remove this very useful feature?
Overall, it is a very poor design and a real downgrade from the previous system. Why would you change something that worked very well before?