Invoicing is among the most important elements of operating a enterprise or apply. That’s why we’re dedicated to offering you with a wise and easy option to create and ship an bill, so you may work extra effectively, receives a commission on time and provides your clients a greater expertise.
We have now two invoicing experiences in Xero proper now: the older model (generally known as ‘traditional’ invoicing) and ‘new’ invoicing. New invoicing is constructed on the newest expertise and has lots of the options you’re keen on in traditional invoicing, with much more performance and a refreshed design.
As a result of it’s the newest 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 will be discovered.
New Xero clients 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 spanking new Xero clients from 16 November 2022. Don’t fear, traditional invoicing continues to be out there and everybody can proceed to change between traditional and new at any time.
When you haven’t tried new invoicing, we actually encourage you to provide it a go. To make the swap, simply click on the hyperlink on the backside of any traditional bill web page and your invoices can be created utilizing new invoicing.
Options unique to new invoicing
We need to aid you save time, with options that provide you with extra environment friendly workflows and scale back the time it takes to receives a commission:
- Add contact info instantly 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 cost 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 when creating an bill
We need to aid you develop higher relationships with clients, via sensible instruments and insights which might be easy to make use of:
- Have your work robotically saved as a draft once 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 once they’ve exceeded their restrict
- Add a credit score notice instantly inside the bill and approve it on the spot
- Ship an eInvoice for a safer and extra direct option to ship invoices (Australia, NZ and Singapore solely)
- Add a supply deal with when invoicing clients with multiple supply location
- Get account code solutions based mostly 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 individuals, as we hold accessibility high 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 just a few workarounds, however the up to date model will make your invoicing workflows much more environment friendly:
- Log and consider the audit path of an bill, similar to traditional 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 operate
- See the breakdown of various tax charges and tax parts, if you happen to’re within the US or Canada
We’ll hold you up to date as these new options roll out. Within the meantime, you may tell us what you concentrate on new invoicing by sharing your function requests in Xero Product Concepts. We’re all the time listening and right here to assist if you happen to want a hand.