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 down, and we’ll be bringing back the ability to view the number of stock on hand.
As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.
We also have some updates coming to;
The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area
Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.
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…
Your New Invoicing is not user friendly for our business. It is our working system for all of our work - not just used for creating Invoices. We work with Drafts a lot while the work is in progress until it is completed - that can take several weeks to achieve so the old Font size was so much easier and we (approx 5 different employees) could look at and work on all our Drafts easily - 200+ per month. Only when job is completed is the Draft Approved and sent to Invoice so having to re-open it all the time instead of just saving makes it so much harder. Font size is way too large meaning I waste time naviagting around the invoice page. We never create an invoice then approve and send it immediately. Why is that the default? What happened to the blue Save button and Green Approve button. The mono-colour is not easy to work with.
The Chart of Accounts items do not come up correctly especially if they do not have $ values attached to them. We often need to put in lines that do not have $ values or quantities and do not want to see "1" in Quantity or 0.00 in the Amount column. We just want those blank unless we choose to put something in there. Classic Invoicing is so good and tidy. The time wasted on the New Invoicing means $$ wasted across 5+ employees. New Invoicing assumes we just want to make a simple invoice and send it immediately. This is useful for maybe a retail business selling online or something. Not for most businesses from what I can tell from the people commenting. Why can't you keep both going and customers can choose?
Jennifer Broadbent
supported this idea
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Your New Invoicing is not user friendly for our business. It is our working system for all of our work - not just used for creating Invoices. We work with Drafts a lot while the work is in progress until it is completed - that can take several weeks to achieve so the old Font size was so much easier and we (approx 5 different employees) could look at and work on all our Drafts easily - 200+ per month. Only when job is completed is the Draft Approved and sent to Invoice so having to re-open it all the time instead of just saving makes it so much harder. Font size is way too large meaning I waste time naviagting around the invoice page. We never create an invoice then approve and send it immediately. Why is that the default? What happened to the blue Save button and Green Approve button. The mono-colour is not easy to work with.
The Chart of Accounts items do not come up correctly especially if they do not have $ values attached to them. We often need to put in lines that do not have $ values or quantities and do not want to see "1" in Quantity or 0.00 in the Amount column. We just want those blank unless we choose to put something in there. Classic Invoicing is so good and tidy. The time wasted on the New Invoicing means $$ wasted across 5+ employees. New Invoicing assumes we just want to make a simple invoice and send it immediately. This is useful for maybe a retail business selling online or something. Not for most businesses from what I can tell from the people commenting. Why can't you keep both going and customers can choose?