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  1. New Invoicing - Reduce number of steps and clicks

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    358 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Anna Conaghan commented  · 

    Why on earth would you think it was okay to remove the Invoice due date "Today" from the invoicing options?? I am sure I'm not the only person who invoices for payment in advance (ie pay today, your goods get shipped today) but now I have to actually select the date instead of choosing a nice simple button to select - adding more time to my invoicing day.

    It's the little things Xero!!

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    Anna Conaghan commented  · 

    The new invoicing is causing so much extra work and so many extra clicks its frustrating!

    Points of note: Why do we have to save the new contact details before proceeding, before we could just tab to the new field enter and save at the end.

    Why is there not a "copy to delivery" field so we don't have to enter these details twice?!?!? Better yet, use the auto address system like you have in the contacts area so pick up the addresses.

    There is no ATTN to in the invoicing area of creating a contact.

    WHY have the save buttons been moved to the top? - they used to be at the top and the bottom - for the most part I have to keep scrolling up to the top to save things - it's the little things Xero!

    Overall it's causing a lot of extra work and unnecessary steps.

    Anna Conaghan supported this idea  ·