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8 results found

  1. New Invoicing - Reduce number of steps and clicks

    834 votes

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

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

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    Ian Harvey commented  · 

    Brilliant timing on the survey, smh. It's been months and I haven't seen a single positive comment regarding new invoicing, so what's the point?

    Just let people use what works: Classic Invoicing

    Ian Harvey supported this idea  · 

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

    697 votes

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    147 comments  ·  For small businesses » Business features  ·  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. 

    Ian Harvey supported this idea  · 

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

    249 votes

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    48 comments  ·  For small businesses » Business features  ·  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

    Ian Harvey supported this idea  · 

  4. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    468 votes

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

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Ian Harvey supported this idea  · 

  5. New Invoicing - Option to switch Autosave off

    370 votes

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    submitted  ·  149 comments  ·  For small businesses » Business features  ·  Admin →
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    Ian Harvey supported this idea  · 

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

    269 votes

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    submitted  ·  26 comments  ·  For small businesses » Business features  ·  Admin →
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    Ian Harvey supported this idea  · 

  7. New Invoicing - Add Payment details on invoice screen

    319 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Admin →
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    Ian Harvey supported this idea  · 

  8. New Invoicing - Reduce the amount of empty space on screen

    424 votes

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

    Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
    By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

    We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

    Ian Harvey supported this idea  ·