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1. Invoicing - Make the History & Notes the same as in Classic Invoicing

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

   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. 

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   Paul Sievers commented  ·  10 January, 2025  ·  Edit…  ·  delete…

   The new invoicing looks like we stepped back to the 80s it’s horrible. Just looks like excel spreadsheet. What are you doing ? Don’t fix something that’s not broken. Please keep classic invoicing.

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2. New invoicing - When sending show organisation's trading name at top of invoice

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   submitted  ·  70 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Paul Sievers supported this idea  ·  18 December, 2024

3. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

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   submitted  ·  27 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Paul Sievers supported this idea  ·  18 December, 2024

4. Invoicing - Remember default settings

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

   Paul Sievers supported this idea  ·  18 December, 2024

5. New Invoicing - History to include if invoice is resent

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   296 votes

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   70 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

   Paul Sievers supported this idea  ·  18 December, 2024