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  1. New Invoicing - Option to switch Autosave off

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    244 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

    Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

    We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.

    Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.

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    Mustafizur Rahman commented  · 

    I hear you — the auto-save feature in Xero's new invoicing can definitely be frustrating when you're using third-party tools like Trello that rely on the invoice being manually saved or finalized. Auto-save often triggers too early, before all the details are complete.

    At the moment, Xero doesn’t allow you to turn off auto-save in the new invoicing layout. One workaround could be adjusting your Trello integration (if possible) to trigger only when the invoice is approved or marked as sent, instead of just saved.

    We've come across this issue with several clients, and it's something we cover in our training sessions. If you're looking for guidance on setting up workflows like this effectively, feel free to check out our Xero training here:
    👉 https://ecloud-experts.com/xero-training/

    Hope that helps!