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1. New invoicing - Change layout of buttons/options

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

   It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

   Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

   Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

   • New invoicing - Add lines button
   • New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
   • New Invoicing - Reduce number of steps and clicks
   • New Invoicing - Reduce the amount of empty space on screen

   Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

   It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

   Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

   Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

   • New… more
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   Suzanne Lawson commented  ·  28 January, 2025  ·  Edit…  ·  delete…

   I have honestly tried the new invoice layout, and I still prefer the old layout for pretty much everything. I really wish the old invoice layout doesn't come off line. And that the user has a choice. The old layout is way more user friendly than the new layout for me. I like all the options at the bottom of the invoice as. I have multi line invoices, and I like the way the old invoice allows for attachments. Everything can be done on the one screen instead of windows for payments etc opening up. Constantly scrolling up, or down to see my invoice or having to open up windows is not user friendly for me
   Just my 2 cents.

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