Settings and activity
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580 votes
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.An error occurred while saving the comment 
Unhappy Customer
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276 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Unhappy Customer
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Hi all
Given the lack of response, even to acknowledge issues raised here, it's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xerohttps://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/Unhappy Customer
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296 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…An error occurred while saving the comment Unhappy Customer
commented
Hi all
Given the lack of response, even to acknowledge issues raised here, it's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xerohttps://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/Unhappy Customer
supported this idea
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259 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
An error occurred while saving the comment Unhappy Customer
commented
Hi all
Given the lack of response, even to acknowledge issues raised here, it's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xerohttps://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/ -
509 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.
An error occurred while saving the comment Unhappy Customer
commented
Hi all
Given the lack of response, even to acknowledge issues raised here, it's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xerohttps://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/
Hi all
It's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xero
https://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/