Settings and activity
4 results found
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1 vote
Thanks for sharing, Angela. With the way autosave works, you should be able to just keep drafting your invoice and it will save in the background. So you don't need to wait.
If you're noticing a significant lag in the invoice saving, this is best investigated by our team of specialists. I'd recommend raising a case with our Xero Support team on Xero Central who can take a closer look into this with you 1-on-1 🙂.
Angela Young
shared this idea
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354 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Angela Young
supported this idea
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24 votes
An error occurred while saving the comment Angela Young
supported this idea
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456 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Angela Young
commented
Please keep classic invoicing!
Your responses in March and April of 2024 are basically saying you aren't interested in what your customers want and need. Why do you absolutely have to retire the classic invoicing? Why can you not leave it open as an option so those who benefit from the classic can use the classic and those who benefit from the new can use the new. We have been able to toggle between the two for months so we know it's possible. Your statements that classic absolutely has to retire is telling your customers that what you want is more important than what your customers, the ones who actually use your products, are begging you to keep.Angela Young
supported this idea
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Please let us be able to edit the new look of the emails being sent to customers. We personally do not like the big bold details that have been added since new invoicing started. Compared to how our invoice emails looked in classic invoicing, the new details look like we are raising our tone at the customer, and it looks more demanding. We would like to have the option to either edit or remove that part of the emails to customers. For reference, please see the attachments for the difference between new and classic invoicing emails.