Invoicing is among the most important elements of working a enterprise or apply. That’s why we’re dedicated to offering you with a sensible and easy technique to create and ship an bill, so you may work extra effectively, receives a commission on time and provides your prospects a greater expertise.
We’ve got two invoicing experiences in Xero proper now: the older model (often called ‘basic’ invoicing) and ‘new’ invoicing. New invoicing is constructed on the most recent expertise and has most of the options you’re keen on in basic invoicing, with much more performance and a refreshed design.
As a result of it’s the most recent model and has extra flexibility for our groups to construct the instruments you’ll want sooner or later, it’s the place we’re focusing our efforts and the place all our thrilling new options and extra worth could be discovered.
New Xero prospects will default to new invoicing
We’ve added a lot worth to new invoicing that we’re going to make it the default invoicing expertise for brand new Xero prospects from 16 November 2022. Don’t fear, basic invoicing remains to be accessible and everybody can proceed to change between basic and new at any time.
In case you haven’t tried new invoicing, we actually encourage you to provide it a go. To make the change, simply click on the hyperlink on the backside of any basic bill web page and your invoices will probably be created utilizing new invoicing.
Options unique to new invoicing
We need to aid you save time, with options that offer you extra environment friendly workflows and cut back the time it takes to receives a commission:
- Add contact data straight inside the bill
- Add an entire quantity low cost to an bill line, along with a share worth low cost
- Print a packing slip in an bill that’s awaiting fee or paid
- Full a number of actions whereas approving invoicing, corresponding to ‘Approve & e mail’
- Select the fields you need proven in your bill display screen when creating an bill
We need to aid you develop higher relationships with prospects, via good instruments and insights which might be easy to make use of:
- Have your work mechanically saved as a draft while you add a brand new or present contact to the bill
- Set a credit score restrict for a buyer, view their credit score particulars and get an alert after they’ve exceeded their restrict
- Add a credit score observe straight inside the bill and approve it on the spot
- Ship an eInvoice for a safer and extra direct technique to ship invoices (Australia, NZ and Singapore solely)
- Add a supply tackle when invoicing prospects with multiple supply location
- Get account code recommendations primarily based on earlier transactions
We need to make utilizing Xero an much more stunning expertise, as a part of our dedication to ‘Constructing on Lovely’:
- Take pleasure in the identical design and expertise in new invoicing as different upgraded pages in Xero
- Get new options quicker, because of the upgraded expertise that underpins new invoicing
- Assist us make Xero simpler to make use of for extra folks, as we maintain accessibility prime of thoughts
New options coming quickly
Within the months forward, you’ll begin seeing much more worth packed into new invoicing. You are able to do many of those already with a couple of workarounds, however the up to date model will make your invoicing workflows much more environment friendly:
- Log and think about the audit path of an bill, identical to basic invoicing
- Change a monetary line in an bill to a description-only line
- Connect recordsdata to an bill from the library of that organisation
- Seek for invoices or invoicing particulars utilizing the worldwide search perform
- See the breakdown of various tax charges and tax parts, in case you’re within the US or Canada
We’ll maintain you up to date as these new options roll out. Within the meantime, you may tell us what you consider new invoicing by sharing your function requests in Xero Product Concepts. We’re all the time listening and right here to assist in case you want a hand.