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Xero
New Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.
Katie Cooke добавил(а) комментарий · 06 сентября 2024, 22:00 · Отчет Отчет · Правка… · удалить…
Seriously, could a member of Xero's development team let us know the thinking behind this design please. This is a genuine request, I need to understand because it makes xero sense in my head!
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Nikki Ballard добавил(а) комментарий · 06 сентября 2024, 03:36 · Отчет Отчет · Правка… · удалить…
I have to add a bulk import each month of 200-400 Paid invoices. It's bad enough that I can't import them as paid or use the en-masse "Deposit" function because they all have different payment dates. At least with the Classic invoicing i can attribute the payments at a rate of 8.65 secs per invoice. With New invoicing it's 17.22 secs - because of having to select the date, bank acc etc.. Just one of the many deficiencies of the New system. Shame on you Xero.
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Vanessa Bowsher добавил(а) комментарий · 06 сентября 2024, 02:18 · Отчет Отчет · Правка… · удалить…
Keep the old way please, which is far quicker than the new way Xero is proposing.
Also please keep the old way of being able to just add a credit note to sales invoices.
Claire Annals добавил(а) комментарий · 05 сентября 2024, 21:27 · Отчет Отчет · Правка… · удалить…
the pop up box and having top open a calender pop up to select the date instead of just tabbing and typing are slowing my processes down. I have 100s of payments to add which takes several hours normally and this new style has doubled the time it takes. Not cost effective to me or my clients!
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Nicole Oberholzer добавил(а) комментарий · 04 сентября 2024, 19:25 · Отчет Отчет · Правка… · удалить…
When allocating payments you struggle to see the original invoice date and they default the payment date to todays date. Also the struggle with the credits calculating as you type and not calculating after the value has been entered is so annoying.
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Platypus Billing добавил(а) комментарий · 03 сентября 2024, 07:38 · Отчет Отчет · Правка… · удалить…
This is one more unneccesary click, one more time, I have to reach for the mouse, one more time . blahblahblah. Tell me for whom this is benefical? Is there any situation in which this way of doing it provides benefit to the user. If it doesn't - remove it. And I am saying this again on this thread.
I am quite angry that you are using your customers as guinea pigs without asking. You could have run a focus group, a beta test, what have you . something that real developers use before they release the results of their unbridled creativity into the wild. But you don't . that's what's really making me mad.
Fiona Buining добавил(а) комментарий · 26 августа 2024, 20:37 · Отчет Отчет · Правка… · удалить…
After creating an invoice there is a box on the right hand side that says Make Payment. After checking this box a box pops up on the screen to fill in the payment details. This box obscures the invoice number on the invoice behind it. This is very annoying. Can't you make the box pop up in a way that allows me to still see the invoice number in the invoice relating to the payment?
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Claire Annals добавил(а) комментарий · 13 августа 2024, 01:18 · Отчет Отчет · Правка… · удалить…
I'm a bookkeeper and this is crucial to some of my clients who have customers who pay their bills in several instalments from different sources. Using the new style it took three times the amount of time that it takes in classic invoicing which not only impinges on my time but on my client's budget paying for my time - what used to take me 3 hours a week would potentially now take 9 hours with the new invoicing layout - which means it can't be done in one day and this will affect my time in his office around other staff and my other clients as I need to 'find' more time to complete his work just because the system is slower.
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Tanya McAuley добавил(а) комментарий · 07 августа 2024, 12:13 · Отчет Отчет · Правка… · удалить…
This is very important to me, I don't want to be clicking around different screens to process a customer payment. I'd like to see the payment part remain at the bottom of the invoice like it was in the classic invoicing, so invoicing and payment are both completed at the same time meaning less going backwards and forwards to complete the invoice. It is NOT an improvement removing this handy feature, will it be put back into the new invoicing system being forced upon us? In the meantime I will keep using classic invoicing for as long as I can
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Lita Sheppard добавил(а) комментарий · 24 июля 2024, 12:37 · Отчет Отчет · Правка… · удалить…
Agree - yet another click added here. Why are Xero adding time to our processes? Keep it at the bottom of the invoice please!
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Accounts Powerace EB добавил(а) комментарий · 23 июля 2024, 13:19 · Отчет Отчет · Правка… · удалить…
This is impetrative that this is put back like in the classic invoicing. The extra step will double the amount of time I spend allocating customer payments for some of my customers due to how their customer payments are received. The classic system was quick and efficient. Nothing in the new invoicing system is efficient.
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Sarah Jacobs добавил(а) комментарий · 22 июля 2024, 13:39 · Отчет Отчет · Правка… · удалить…
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Brian Tytherleigh добавил(а) комментарий · 13 июля 2024, 23:24 · Отчет Отчет · Правка… · удалить…
I agree. Ideally I would like to be able to add several different payments in the invoice screen Сохранить Submitting.
Josh Campbell добавил(а) комментарий · 11 июля 2024, 18:17 · Отчет Отчет · Правка… · удалить…
+1 Absolutely Agree. Payment fields are a critical functionality of the software. Сохранить Submitting.
Annie Thorne добавил(а) комментарий · 11 июля 2024, 18:10 · Отчет Отчет · Правка… · удалить…
Removing the option to enter in payment details is nuts! Please, Xero, put this basic, useful feature back in (it should never have been removed in the first place)
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Elizabeth Mpilias добавил(а) комментарий · 11 июля 2024, 16:10 · Отчет Отчет · Правка… · удалить…
The Add Payment button with it's silly pop up is much more time consuming than just having the fields ready to go at the bottom like Bills and Classic (working) invoicing
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Julia Berry добавил(а) комментарий · 11 июля 2024, 15:04 · Отчет Отчет · Правка… · удалить…
We use the payment fields on the invoice daily for multiple invoices. Please do not take this feature away.
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Anne Hilarius-Ford добавил(а) комментарий · 29 июня 2024, 22:03 · Отчет Отчет · Правка… · удалить…
I totally agree, adding the payment needs to be on the invoice screen and very visible as it has been, and still is in the classic model.
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