Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Files - Add New Sales Invoice

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Christine Bending commented  · 

    Totally agree I need to be able to see the attachment first so I can see the customer name to create the invoice

    An error occurred while saving the comment
    Christine Bending commented  · 

    Hi with the classic invoicing my attachment would automatically appear on a split screen now you have to enter the customer account name first . As all my information to create the invoice is on my attachment I now have to manually write down or print off details from the attachment so I know who the customer is . I also agree with other comments that you need to do more clicks for callender and approve buttons etc so in all it is taking me more than double the time it used to take

    Christine Bending supported this idea  ·