Settings and activity
12 results found
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18 votes
We appreciate the importance of being able to manually enter dates in new invoicing, and thank you for sharing your interest in being able to do this specifically in the payment date field here.
I want to confirm that this is something our team are working on. While you'll be able to still use the date picker if you choose, we'll enable the ability to manually enter a date using / or - delimiters, or alternatively using date entry shortcuts - same capabilities that are available with the Issue and Due date atm.
I'll be back to share when it's released and you can start to make use.
An error occurred while saving the comment An error occurred while saving the comment 
ANIBT Accounts 1
commented
Previously, when entering payment details, I could simply input the amount, press "Tab," and then quickly move on to enter the date and account directly using the keyboard. This made the process fast and efficient, and it was a great time-saver.
However, with the recent update, the only option to input the date and account during the "Add Payment" process is through a dropdown menu, which requires constant mouse clicking. This change is not only inconvenient, but it also completely disrupts the smooth workflow that I was accustomed to. It’s frustrating to have to click through the dropdown to find the correct date and account, and it’s very easy to make mistakes by selecting the wrong option.
ANIBT Accounts 1
supported this idea
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An error occurred while saving the comment ANIBT Accounts 1
commented
Adding a payment is such a waste of time. Before I can just type the date then tab to the account and finish entering a payment without any clicking with the mouse. Now the new invoicing is so annoying. can't be more disappointing with the dropdown menu.
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45 votes
An error occurred while saving the comment ANIBT Accounts 1
commented
The new invoicing is so annoying, every time I use it, I felt really mad at it. The workflow has totally changed in the new invoicing
ANIBT Accounts 1
supported this idea
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328 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
ANIBT Accounts 1
supported this idea
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284 votesANIBT Accounts 1
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
481 votesThanks 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…ANIBT Accounts 1
supported this idea
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280 votes
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
ANIBT Accounts 1
supported this idea
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396 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…ANIBT Accounts 1
supported this idea
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436 votes
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.
ANIBT Accounts 1
supported this idea
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396 votesANIBT Accounts 1
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716 votes
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.
An error occurred while saving the comment ANIBT Accounts 1
commented
Now when we want to add an expected payment, we have to go through all the awaiting invoices on the Business menu. I cannot just add the expected payment date on the invoice page, which is really disappointing and a waste of time.
ANIBT Accounts 1
supported this idea
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861 votes
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.
An error occurred while saving the comment ANIBT Accounts 1
commented
New invoicing is really disappointing. Compared to the previous version, the workflow is much more complicated and wastes a lot of time. Why try to change other people's work habits? For example, now when I input payment details, I can't directly use the keyboard to enter the date and account and use the tab key. I have to click with the mouse, which is a complete waste of time.
ANIBT Accounts 1
supported this idea
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385 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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ANIBT Accounts 1
supported this idea
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Previously, when entering payment details, I could simply input the amount, press "Tab," and then quickly move on to enter the date and account directly using the keyboard. This made the process fast and efficient, and it was a great time-saver.
However, with the recent update, the only option to input the date and account during the "Add Payment" process is through a dropdown menu, which requires constant mouse clicking. This change is not only inconvenient, but it also completely disrupts the smooth workflow that I was accustomed to. It’s frustrating to have to click through the dropdown to find the correct date and account, and it’s very easy to make mistakes by selecting the wrong option.